Full Membership Benefits

Full Membership Benefits

Unlock the CEPA Potential with Ongoing Development Resources

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Adding more resources for those who aim to make exit planning a major focus, Full Membership provides Certified Exit Planning Advisors (CEPA) the implementation support needed to unleash that revenue stream.  Full Membership includes monthly mentorship calls with EPI Global Vice President, Scott Snider, along with an annual subscription to the EPI Monthly Deep-Dive Webinar Series.  Full Membership is exclusively available to professional advisors who are in pursuit of or have earned CEPA designation.

Full Membership Benefits:

Professional Designation & Advisor Tools

  • The Certified Exit Planning Advisor™ (CEPA™) Credential
  • Licensed use of the Value Acceleration Methodology™
  • Practice “Launch” Toolkit with sample engagement letters, presentations, report templates, etc. NEW
  • EPI surveyed billing data and pricing models NEW
  • Discounts on Alliance Partner Products and Services

Marketing Tools & Awareness Campaigns

  • Exit Planning Specific Integrated Marketing Strategy Template NEW
  • Downloadable Quarterly Personalized eNewsletters NEW
  • National CEPA Exposure through EPI PR, Media, and Awareness Campaigns NEW
  • Regional Owner-Targeted Marketing and Awareness Campaigns NEW
  • Public Profile in the EPI Member Directory
  • Opportunity to be listed in the EPI Speakers Bureau NEW
  • Downloadable Value Acceleration Methodology web & marketing content
  • Certified Exit Planning Advisor (CEPA) Seal and EPI Logo
  • Unlimited access to EPI Online Content Library

 Interactive Support & Business Development Networks

  • Monthly Best Practices Mastermind Roundtable Virtual Group NEW
  • Unlimited email access to the Master Mentorship Network for professional advice and questions NEW
  • Speaking opportunities at local EPI events, Chapter Meetings, and Owners Forum NEW
  • Monthly Interactive Mentor Group calls with EPI Global Vice President, Scott Snider NEW
  • EPI Member LinkedIn Groups & Discussion Forums moderated by EPI Mentors & Leadership NEW
  • Discounts on local EPI Chapter Meetings

Continuing Education (CE) & Research

  • Annual subscription to Monthly Deep-Dive Webinar Series (up to 24 CE hours per year) NEW
  • Discounts on all NACVA Live Programs and Events NEW
  • Registration for & Access to recordings of EPI Public Webinar Series
  • Major Projects and Industry Reports, including the State of Owner Readiness Survey
  • Unlimited access to Professional Education Archives
  • Discounts on all EPI Programs, Events, and Books (excluding CEPA Training)