Who We Are
The Exit Planning Institute is the premier provider of education, networking, professional development, and tools for exit planning professionals worldwide.
Our team is dedicated to accomplishing this vision, providing leading educational opportunities, certification programs, events, member support, and industry research for exit planning professionals in the United States and worldwide.
Vice President of Marketing
Client Experience Manager
Board of Advisors
The Board of Advisors of the Exit Planning Institute acts in an advisory capacity.
Advisor , The Christman Group
Advisor, MidCap Advisors
Advisor, Berryman & Company
Advisor, Partners Private Equity
Advisor, Enterprise Services, Inc.
Advisor, PNC Wealth Management
Advisor, Strategic Value Advisors
Advisor, The McLean Group