Exit Planning Practice Launch Workshop

A new approach is needed to successfully help a potential $10 trillion of wealth transition over the next 15-20 years. The lack of results proves that the old ways of approaching exit planning aren’t working. Value Acceleration is the answer. It is based on a new paradigm that exit planning is simply good business strategy; a… read more

OwnerRoundtable Series

For CEPAs invested in growing their market impact while deepening client relationships while using education, thought leadership, and best-in-class content. The Owner Engagement Program platform provides you access to licensed owner education content and executive coaching in the areas of exit planning engagement execution and marketing strategy. This level is the only advisor membership in the… read more

Exit Planning Webinars and Online Education

BEST INDUSTRY CONTENT IN THE FORM OF HUNDREDS OF WEBINARS EVERY YEAR The Exit Planning Institute believes in constant professional development.  You can always continue to learn and grow. We strive to bring you consistent, thought-provoking and topical broadcasts, to help you, your business, and your clients.  EPI is proud to provide hundreds of webinars on… read more

Mastering the Triggering Event Workshop

During this interactive workshop professional advisors will participate in three modules that will: Help them better understand how to conduct the enterprise value assessment Teach effective ways to engage business owners and manage engagements Provide a review of the tools and deliverables used Guide them on how to effectively manage teams of professional advisors from… read more

Certificate in Exit Planning (CEP) Online Program

The Certificate in Exit Planning Online Program was developed by nationally recognized experts who serve as faculty members for the Exit Planning Institute’s Certified Exit Planning Advisor ® (CEPA®) Program. The six-module program was designed to take professional advisors (as well as sales and marketing professionals and colleagues of existing CEPAs) through an ‘exit planning… read more

How to Sell Exit Planning Services Workshop

The How to Sell Exit Planning Services Workshop is an interactive deep-dive workshop that arms professional advisors with clear techniques and strategic implementations to improve their marketing and sales performance. Attendees will learn methods to effectively engage business owners, strategically position their practice in the market, utilize marketing techniques, and execute proven sales strategies.… read more

Certified Exit Planning Advisor Program

The Certified Exit Planning Advisor® (CEPA®) Program, created in 2007, is the only program of its kind. Developed by nationally recognized experts in the field of exit planning, this executive MBA style program is taught by a faculty of nationally recognized experts in their respective fields. The CEPA Program offers professionals an innovative learning experience,… read more