The 42 New Advisors Earn the Certified Exit Planning Advisor Designation


Watch Brand-New Podcast: Doran & Snider on “The Deal – Unscripted”

Our CEO Chris Snider sat down with Dan Doran of Quantive for their first episode of their brand-new podcast series, “The Deal – Unscripted” to talk about exit planning, the three legs of the stool and the types of important conversations all CEPAs should be having with their clients. Be sure to tune in!  … read more

OwnerRoundtable Education: CEPAs Teaching Owners about Managing Value Coast-to-Coast

Creating Lasting Change: The Advantages of Peer Learning This week, EPI hosted another executive strategy discovery training for the newest CEPAs a part of the Owner Engagement Membership, an elite group of advisors who conduct education and lead owner peer learning groups in regions across the country. During this two-day session, CEO Christopher Snider and… read more

2019 Announcement: 50 CEPAs Join the Network

The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more

Call for Speakers: 2019 EPI Power Session Theme Announced

Last year, EPI introduced the Power Sessions at the Exit Planning Summit in Nashville! Inspired by TED, the global community bringing you ‘ideas worth sharing,’ seven speakers from diverse areas of expertise took the main stage and delivered hyperfocused talks that challenged the advisory community in attendance to tackle common industry pitfalls head on. Following… read more

Accountant versus Spouse

Valentine’s day is coming this week and it got us thinking… The accountant consistently outranks the spouse as the most trusted advisor for business owners (across multiple markets). Looks like when it comes to business advice, romance is dead 🙂 When asked, “who is your most trusted advisor?” surveyed business owners ranked the Accountant number… read more

2018 Announcement: 51 New CEPAs Join Community

The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more

The Power of Feedback: 2018 EPI Member Survey

Understanding what our members find valuable (and what they do not) is crucial to EPI. As we contemplate the future and aim to make important decisions that will impact the direction of our company, the power of your feedback and the guidance it provides gives us the right focus. “As the Client Experience Manager here at… read more

2018 Announcement: 41 New CEPAs Join Community

The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more

Three Ideas to Jumpstart Your 2019 Strategic Planning and Growth Mindset

Quarter four tends to be a very exciting, pressure-filled time for entrepreneurial advisors. You are pushing to hit and exceed goals while juggling personal commitments and client schedules (…and celebrations that feel like they fill up every remaining free moment). On top of that, whether intentionally or not, you drift into a higher state of… read more

Transition & Exit Options Analysis

As an advisor, are you truly versed in the exit options on the table? Do you know how to recognize an ideal candidate for a specific exit option? Or do you want to build on your knowledge and strengthen this skill? In the next deep dive webinar, Transition & Exit Options Analysis, instructor Sean Hutchinson,… read more

Quick Recap: 2018 North Texas Owners Forum

  Quick Recap: 2018 North Texas Owners Forum The 2018 North Texas Owners Forum was a full-day educational event for business owners and their key partners to hear from award-winning industry leader, Christopher Snider, and a panel of local experts and leaders in the fields of business strategy, exit planning, succession planning, and marketplace trends.… read more