Use Your Post-CEPA Path to Achieve Success on Your Terms


Becoming a Certified Exit Planning Advisor (CEPA) is your first step. But, what are you working towards? Just like an owner embarking on the exit planning journey, one size does not fit all. Your professional development plan should be tailored to help you achieve your most critical, immediate goal. EPI serves thousands of advisors in providing the best industry content, ongoing advisor support, and a platform for owner education in the form of education, advanced workshops, summits, symposiums, custom training, private coaching, member resources, and peer group learning. We use this series of products and services to help you identify the swiftest path to success on your terms. It is up to you to decide what your path will be. So, answer this key question: Which kind of CEPA are you?


Value Advisor


This grouping of programs and resources aligns with your most critical strategic goal: winning your first exit planning client (of many).

Exit Planning Practice Launch Workshop

Exit Planning Practice Launch Workshop

Create your come-to-market strategy with Chris Snider.

How to Sell Exit Planning Workshop

How to Sell Exit Planning Workshop

Learn proven "no-nonsense" sales & marketing tactics.

Upgraded FindACEPA.com Profile

Upgraded FindACEPA.com Profile

An affordable way to be more findable on the internet.

Join Local Chapter Leadership

Join Local Chapter Leadership

Generate referrals in your local market. Be top of mind.

Business Assessment Software Tools

Business Assessment Software Tools

Choose a top assessment tool that fits your needs.

Mastering the Triggering Event Workshop

Mastering the Triggering Event Workshop

The detailed how-to on Triggering Events and plans.

The Exit Planning Summit

The Exit Planning Summit

Develop advisor-to-owner skills (plus more key areas)

Exit Solutions Marketplace

Exit Solutions Marketplace

You are one of the few specialists with your skillset.

Ready-for-Use Templates

Ready-for-Use Templates

Save time by using boilerplate engagement templates.

Want help from a facilitated CEPA peer group laser-focused on achieving annual goals?

Consider an upgrade today

Mastermind Membership

Multi-Service Firm Leader


Adding a new service line to a successful firm’s product mix can be difficult. Every partner sees things from their unique POV. Lean on EPI to discover your path of least resistance, gain internal buy-in, and deliver a quick ROI.

Exit Planning Practice Launch Workshop

Exit Planning Practice Launch Workshop

Create a realistic strategy and C/B analysis for your firm.

How to Sell Exit Planning Workshop

How to Sell Exit Planning Workshop

Win the support of your firm's decision makers.

Ready-for-Use Templates

Ready-for-Use Templates

Leverage sample presentations built for partner buy-in.

Deep Dive Webinars

Deep Dive Webinars

Monthly injection of advanced technical knowledge.

The Exit Planning Summit

The Exit Planning Summit

The gathering of exit planning experts & influencers.

Mastering the Triggering Event Workshop

Mastering the Triggering Event Workshop

Internal buy-in achieved! Learn how to deliver the work.

Business Assessment Tools

Business Assessment Tools

Choose a top assessment tool that fits your needs.

Private Label Firm Workshop

Private Label Firm Workshop

Educate front line staff and key influencers as you launch.

Expand Your Brand Reach

Expand Your Brand Reach

Reshare your best content in the EPI Weekly Update.

Holistic Influencer


You are skilled in your area of expertise and you know how to build relationships. Use this path to move from expert to thought leader; then from thought leader to go-to source for owners and advisors alike. Become the local hub and establish your influence.

How to Sell Exit Planning Workshop

How to Sell Exit Planning Workshop

Learn the latest strategies. Amplify your conversion rate.

Business Development Webinars

Business Development Webinars

Monthly roundup of doable marketing and sales tips.

Content Marketing Shortcuts

Content Marketing Shortcuts

Explore hundreds of archived assets for your use.

Launch a Local Chapter

Launch a Local Chapter

Showcase your local and industrywide leadership.

The Exit Planning Summit

The Exit Planning Summit

High dose of creative and strategic inspiration.

Advanced Specialized Workshops

Advanced Specialized Workshops

Develop the core competency you may be lacking...

OwnerRoundtable Series

OwnerRoundtable Series

Create your own owner peer group learning experience.

Conduct Primary Research

Conduct Primary Research

Sponsor the viral State of Owner Readiness in your region.

Leverage Out-of-Market Experts

Leverage Out-of-Market Experts

Tap into Faculty, experts, and leaders for your strategy.

Explore all Programs


We believe that to stay competitive we must always be learning. Better yourself and expand your professional world view by participating in the many learning opportunities offered by EPI and our trusted provider network.

Credentialing Programs
  • Certified Exit Planning Advisor (CEPA)
  • Certified Valuation Analyst (CVA) sponsored by NACVA
  • Certified Mergers & Acquisition Advisor (CM&AA) sponsored by AM&AA
  • Certified Value Growth Advisor (CVGA) sponsored by Corporate Value Metrics
  • Advisor in Wealth Strategies (AWS) sponsored by Southern California Institute
National Programs and Advanced Workshops
EPI Membership Levels
  • Level 1: Credentialed Membership
  • Level 2: Mastermind Membership
  • Level 3: Owner Engagement Membership (including OwnerRoundtable Series)
Business Assessment Software Tools
  • MAUS Business Software: Innovative management software and learning programs targeted to the small to medium-sized business sector [learn more]
  • The Value Builder System: Founded by John Warrillow, the author of Built to Sell, explore the statistically proven methodology for increasing the value of a company [learn more]
  • The Value Opportunity Profile (VOP): Designed to assist companies with revenues between $5M to $300M in doubling (or even tripling) the company value over a two to five year period [learn more]
Leverage Experts on Your Team

Niche Industry Specialists:

  • Need a charitable strategies expert? Reach Laura Malone of American Endowment Foundation [contact Laura]
  • Want to facilitate a CEO advisory board meeting? Connect with Kevin Minton of Chief Executive Boards International [contact Kevin]
  • Do you need help solving succession planning problems? Leverage the insights of Michael Beck of Eliciting Excellence [contact Michael]
  • Are you hunting for a marketing firm that produces results? Find confidence in Christine Hollinden, founder of Hollinden | marketers + strategists [contact Christine]
  • Do you have a consulting assignment you need to outsource to someone you trust? Consider the PMI Advisor network of experts by connecting with Dan Bradbary [contact Dan]

Private Equity Professionals:

Business Development Power Moves
  • OwnerRoundtable Series: High quality, proprietary content for use in owner-facing event marketing plus hands-on executive coaching [learn more]
  • Upgraded CEPA Profile Listing: SEO optimized /find-a-cepa/ profile page plus instant alerts when someone downloads content on your page sent to your email [explore the directory]
  • State of Owner ReadinessSurvey: Primary research you can sponsor in your region; great for content marketing [learn more]
  • Exit Solutions Marketplace: The endorsed partner network with an annual exhibit booth at the Exit Planning Summit [learn more]
  • Chapter Leadership: Local hubs attracting a diverse group of top advisors working with privately held businesses [learn more]
  • Private Label Workshops: Tailored training for large firms looking to educate large groups of advisors, staff, and owners [contact Scott Snider]
  • Book an Expert: Leverage CEPA faculty, industry experts, and award-winning thought leaders in your marketing [contact EPI]
Local Chapters

Northeast

Midwest

  • Central Indiana (Indianapolis) […]
  • Greater Chicago […]
  • Northeast Ohio (Cleveland) […]
  • Northeast Wisconsin (Green Bay) […]
  • Southeast Michigan (Detroit) […]
  • St. Louis Metro […]
  • Twin Cities Metro Area […]
  • Wisconsin (Madison/Milwaukee) […]

South Atlantic

  • Capital Region (Washington, D.C.) […]
  • Georgia (Atlanta) […]

Southwest

  • North Texas (Dallas) […]

Southeast Central

Mountain West

  • Arizona (Phoenix/Scottsdale) […]
  • Rocky Mountain (Colorado) […]
  • Southern Nevada (Las Vegas) […]

Pacific West

Monthly Free Webinars

Free Exit Planning Education [learn more]

  • Industry-relevant topics taught by experts from across the network
  • Free to public

Business Development Series [learn more]

  • Your monthly dose of doable marketing and sales strategies
  • Free to the public; recordings available to EPI members
  • Taught by Scott Snider, EPI Vice President, and K. Brooke Norman, Marketing Strategist

Monthly Member Access Series [learn more]

  • Stay in the know, pose your questions and explore your member benefits
  • Moderated by Member Experience Director, Josh Koza
  • Exclusive broadcast for EPI members of all levels

CEPA S.M.A.R.T. Mentor Group [learn more]

  • Monthly CEPA peer group focused on achieving specific, measurable, attainable, realistic, time-bound goals
  • Facilitated by Scott Snider, EPI Vice President; key partner responsible for rapid growth strategies and focused goal-setting
  • A free benefit for Mastermind and Owner Engagement members

Summit Insights: Ask the Expert Series 

  • Podcast-style broadcast showcasing the expertise of key experts and brands from the Exit Solutions Network who serve the needs of CEPAs worldwide.
  • Taught by 20 different experts who support the exit planning community
  • Free to the public

CEPA Best Practices Mastermind Virtual Roundtable Discussion [learn more]

  • Hear high-powered speakers dissect key topics and participate in an open discussion to glean insights you can use
  • Discussions led by EPI Power Session Speakers and Innovative Problem Solvers
  • Exclusive broadcast for EPI members of all levels
Paid Virtual Broadcasts

Advanced Deep Dive Series [learn more]

  • Advanced technical knowledge from the Value Acceleration Methodology
  • Taught by esteemed experts and exit planning instructors
  • A free benefit for Mastermind and Owner Engagement members
  • Available for purchase ($99/ea.)

Certificate in Exit Planning (CEP) Online Program [learn more]

  • The ‘Exit Planning 101’ course for professionals interested in transition strategy
  • Five-module workshop taught over five consecutive days
  • Taught by Scott Snider, author of Fishing for Value: A Short Story of Succession Planning, Business Growth, and Exit
  • Offered 3 times per year
  • Cost: $400

Exit Planning Practice Launch Virtual Workshop [learn more]

  • Ideal for advisors who want to kickstart their implementation plans
  • Two-hour virtual workshop
  • Taught by Christopher Snider, EPI CEO/President, award-winning thought leader, and author of Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value and Unlock Wealth
  • Offered 4 times per year
  • Cost: $199
Showcase Your Expertise and Influence

Move from expert to thought leader by sharing your best-in-class content in the EPI channels.

  • Reshare your best content and articles in the EPI Weekly Update.
  • Present on an EPI Free Education Webinar for thousands of virtual attendees.
  • Submit a session for consideration at the next Exit Planning Summit.
  • Nominate someone for an Excellence in Exit Planning Award.
  • Promote your owner event on the EPI event calendar.

Learn how to take advantage of these benefits by contacting Member Service: Contact EPI