BECOME YOUR CLIENT’S MOST VALUED ADVISOR
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the crucial education to differentiate themselves, add value to their existing client relationships, and attract new business owners to their firm.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
Through the Certified Exit Planning Advisor (CEPA) credential, advisors learn the Value Acceleration Methodology which allows them to uncover risks in an owner's business, build significant value prior to a transition, and align an owner’s business, personal, and financial goals.
Stand Out from the Competition
Differentiate yourself from your competitors by holistically managing an owner’s business and personal goals.
Provide Extraordinary Value
Build significant value within an owner's business by implementing the Value Acceleration Methodology.
Attract New Clients
Connect with your next referral source and build your client base through the extensive CEPA® network.
DOWNLOAD THE BROCHURE
Learn more about becoming a Certified Exit Planning Advisor (CEPA).
EPI Academy provides advisors and owners with educational courses designed to build, explore, and master new exit planning skills at their own pace.
Exit Planning Summit Attendees
Certified Exit Planning Advisors
Advisors in the Community
THE AUTHORITY IN EXIT PLANNING
Share in experiences that transform
your practice, further your relationships,
and drive new business.
Network and develop relationships
with fellow experts in the
advisory profession and exit
Uncover innovative solutions and ideas
that advance your practice and better
your business owners.
Explore trending exit planning, succession planning, and value growth strategy content for professional advisors and middle market business owners.
This whitepaper takes the Value Acceleration Methodology and breaks it into 5 easy concepts.
Case Study: A Framework to Build Value
A Case Study on How to Apply the Value Acceleration Methodology in your Business
Case Study: How to Strategically Build Transferrable Value
The Five Stages of Value Maturity impact the growth and ultimate sale of a real business.
Case Study: Human Capital, The Exit Planning Institute
How Exit Planning Institute Focused on Improving Their Human Capital
Case Study: The Value of Transitioning a Business to its Employees
Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative.
Decentralizing the Business Owner
Do you know the risks in with a business that is completely dependent on the owner?
Five Stages of Value Maturity Infographic
An in-depth look at the Five Stages of Value Maturity
From Successful to Significant Whitepaper
Business, Personal, Financial: A Holistic Approach to High-Value Transitions.
The Value Acceleration Methodology Infographic
Download to utilize in your exit planning education or training with owners or other advisors.
Understanding Your Business Value Whitepaper
Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit
Walking You Through the Perfect Exit Whitepaper
We dive deep into the importance of personal planning and uncovering your personal purpose.
Who Has a Seat at the Table Infographic
Understand the key members on your exit planning team and the roles they play