EXIT SOLUTIONS PARTNER NETWORK

Explore the EPI Partner & Provider Network


Exit planning is a community, not a competition. Collaboration amongst advisors and partners is critical when helping a business owner build transferable value while aligning their business, personal and financial goals. CEPAs are united around one core methodology and process. They believe in one organizing principle and they share common goals. It is not a one tool fits all marketplace or solution. Good exit planning allows for the integration of many. Through these collaborative and industry-leading partners, CEPAs are able to effectively execute Value Acceleration with their business owner clients and drive results. These partners, a part of our Exit Solutions Marketplace, provide CEPAs with delivery and assessment tactics and tools, project and engagement management systems, marketing solutions and strategic advice, revenue generating opportunities, educational platforms, and content, and a set of unique expertise to effectively engage and help business owners in exit planning. Through this powerful community, CEPAs are changing the outcomes for business owners.

 

Software Tools Niche Specialists Education Providers

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Software Tools


For CEPAs who are looking for a software tool
to help execute triggering events, manage projects,
and many other key features.

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MAUS Business Software
Call: +612 99071669
Email: sales@maus.com.au

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The Value Builder System
Call: (844) 324-5454
Email: support@ValueBuilderSystem.com

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Value Opportunity Profile
Call: (508) 870-5805
Email: www.CorporateValue.net/contact/call-email/

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Niche Specialists


For CEPAs who are (1) looking to augment their firm
with complementary firms, (2) in search of a private
equity or M&A firm that aligns with EPI philosophy, or
(3) in need of a specialty or marketing service.

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American Endowment Foundation
Call: (888) 402-9179
Email: lauramalone@aefonline.org

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Chief Executive Boards International
Call: (864) 527-5917
Email: info@chiefexecutiveboards.com

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Eliciting Excellence
Call: (503) 928-7685
Email: https://www.elicitingexcellence.com/contact

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Hollinden | marketers + strategists
Call: (713) 520-5532
Email: info@hollinden.com

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KLH Capital
Call: (813) 222-0160
Email: kyle@klhcapital.com

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MCM Capital Partners
Call: (216) 514-1840
Email: bobby@mcmcapital.com

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Education Providers


For CEPAs who are looking for advanced, quality
educational programs in the professional services industry.

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Alliance of Mergers & Acquisition Advisors
CM&AA: Certified Mergers & Acquisition Advisor
Call: (312) 856-9590
Email: info@amaaonline.org

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Offered by Corporate Value Metrics
CVGA: Certified Value Growth Advisor
Call: (508) 870-5805
Email: http://www.corporatevalue.net/contact/

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National Assoc. of Certified Valuators & Analysts
CVA: Certified Valuation Analyst
Call: (800) 677-2009
Email: NACVA1@NACVA.com

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The OwnerRoundtable™ Series
Offered by © Snider Value Index
Call: (216) 712-4244
Email: JKoza@Exit-Planning-Institute.org

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Snider Value Index
Keynote Speaking & Custom Workshops
Call: (216) 712-4244
Email: JKoza@Exit-Planning-Institute.org

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Southern California Institute
AWS: Advisor in Wealth Strategies
Call: (858) 200-1911
Email: https://scinstitute.org/contact/

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