THE AUTHORITY IN EXIT PLANNING
& VALUE ACCELERATION

An education company committed to providing top
professional advisors the best industry content,
ongoing practice support, and owner education resources

Welcome to Exit Planning Institute


Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

 

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Chapters

Chapters

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CEPA

CEPA

Become the Advisor of the Future.

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Most Widely Endorsed & Accepted Exit Planning Designation


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The Certified Exit Planning Advisor® (CEPA®) program is the most highly regarded exit planning credential in the marketplace today, accepted for continuing education credits by 12 major professional designations and endorsed by over 15 national organizations. The CEPA five-day credentialing program is offered at multiple training centers across the country. Advisors who earn the CEPA designation have the ability to holistically serve business owners’ needs regardless of the timing of their exit.  CEPAs lead teams, enable educated decisions, and create positive change and successful exits for their clients. Advisors leave the CEPA program as more than they entered it.  They transform into the Advisor of the Future.
Reinvent yourself with exit planning.

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THE STATE OF OWNER READINESS

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20%-30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready are business owners?

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Reinvent yourself with exit planning.