An education company committed to providing professional advisors the
best industry content, ongoing practice support, and owner education resources.

Welcome to Exit Planning Institute

Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely endorsed professional exit planning program in the world.


Learn More About EPI

Approved for up to 21.5 CPE Hours
& 14.5 CFP® Credits

CEPA Program Overview

Most Widely Endorsed & Accepted Exit Planning Designation


The Certified Exit Planning Advisor® (CEPA®) program is the most highly regarded exit planning credential in the marketplace today, accepted for continuing education credits by 12 major professional designations and endorsed by over 15 national organizations. The CEPA five-day credentialing program is offered at multiple training centers across the country. Advisors who earn the CEPA designation have the ability to holistically serve business owners’ needs regardless of the timing of their exit.  CEPAs lead teams, enable educated decisions, and create positive change and successful exits for their clients. Advisors leave the CEPA program as more than they entered it.  They transform into the Advisor of the Future.
Reinvent yourself with exit planning.

Review Full Program Overview



Find the chapter closest to you.



Become the Advisor of the Future.



Explore local, national, and online EPI events.


Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20%-30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready are business owners?

Download the Research

CEPA Downloadables

Interested in learning more about what the Certified Exit Planning Advisor® (CEPA®) program has to offer?
Check out the forms below to learn more about each subject.


2021 CEPA

Learn about everything the program has to offer. See what you'll learn and the impact it has.

Download Brochure

CEPA Masterclass™ Overview

What exactly does earning your CEPA online look like? This quick overview outlines agenda, highlights and more.

Download Overview