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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.

CEPA Credential

Learn the award winning and proven Value Acceleration Methodology and receive the leading credential in the exit planning industry.

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Exit Planning Summit

Attend the largest exit planning centric conference for advisors and their teams who are passionate about creating powerful experiences and innovative solutions.

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Continuing Education

In addition to the CEPA® Credential, explore our chapters, courses, and content to strengthen your exit planning knowledge.

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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.

EPI-shield-graphic-stand-out

Stand Out from the Competition

Differentiate yourself from your competitors by holistically managing an owner’s business and personal goals.

 

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Provide Extraordinary Value

Build significant value within an owner's business by implementing the Value Acceleration Methodology.

EPI-shield-graphic-attract-clients

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).

FEATURED COURSES

EPI Academy provides advisors and owners with educational courses designed to build, explore, and master new exit planning skills at their own pace.

Team Building-1

Team Building: Defining Well Functioning Teams

Gain a better understanding of why, when, and where to utilize teams, as well as impactful tools and strategies to put your knowledge into practice.

Online 4 CEPA CE Credits
Implementing Value Acceleration as a Financial Advisor-3

Implementing Value Acceleration as a Financial Advisor

See how financial advisors can incorporate the Value Acceleration Methodology in your client services and your own practice

Online 3 CEPA CE Credits
basics of value acceleration-1

Basics of Value Acceleration

An introduction to exit planning for both business owners and advisors. Kickstart your exit planning education.

Online 3 CEPA CE Credits
Triggering Event Workshop-2

Determining Enterprise Value

Discover the language, terminology, and numbers involved in the business valuation process, and how they are applied in real-life scenarios.

Online 4 CEPA CE Credits
Accelerate Your Exit Planning Practice-2

Accelerate Your Exit Planning Practice

Join award-winning CEPA, Julie Keyes, as she takes you through everything she has learned over the years in building a successful exit planning practice.

Online 4 CEPA CE Credits
Team Building-1

Team Building: Defining Well Functioning Teams

Gain a better understanding of why, when, and where to utilize teams, as well as impactful tools and strategies to put your knowledge into practice.

Online 4 CEPA CE Credits
Implementing Value Acceleration as a Financial Advisor-3

Implementing Value Acceleration as a Financial Advisor

See how financial advisors can incorporate the Value Acceleration Methodology in your client services and your own practice

Online 3 CEPA CE Credits
basics of value acceleration-1

Basics of Value Acceleration

An introduction to exit planning for both business owners and advisors. Kickstart your exit planning education.

Online 3 CEPA CE Credits
Triggering Event Workshop-2

Determining Enterprise Value

Discover the language, terminology, and numbers involved in the business valuation process, and how they are applied in real-life scenarios.

Online 4 CEPA CE Credits
Accelerate Your Exit Planning Practice-2

Accelerate Your Exit Planning Practice

Join award-winning CEPA, Julie Keyes, as she takes you through everything she has learned over the years in building a successful exit planning practice.

Online 4 CEPA CE Credits
Team Building-1

Team Building: Defining Well Functioning Teams

Gain a better understanding of why, when, and where to utilize teams, as well as impactful tools and strategies to put your knowledge into practice.

Online 4 CEPA CE Credits
Implementing Value Acceleration as a Financial Advisor-3

Implementing Value Acceleration as a Financial Advisor

See how financial advisors can incorporate the Value Acceleration Methodology in your client services and your own practice

Online 3 CEPA CE Credits
basics of value acceleration-1

Basics of Value Acceleration

An introduction to exit planning for both business owners and advisors. Kickstart your exit planning education.

Online 3 CEPA CE Credits
Triggering Event Workshop-2

Determining Enterprise Value

Discover the language, terminology, and numbers involved in the business valuation process, and how they are applied in real-life scenarios.

Online 4 CEPA CE Credits
Accelerate Your Exit Planning Practice-2

Accelerate Your Exit Planning Practice

Join award-winning CEPA, Julie Keyes, as she takes you through everything she has learned over the years in building a successful exit planning practice.

Online 4 CEPA CE Credits
Team Building-1

Team Building: Defining Well Functioning Teams

Gain a better understanding of why, when, and where to utilize teams, as well as impactful tools and strategies to put your knowledge into practice.

Online 4 CEPA CE Credits
Implementing Value Acceleration as a Financial Advisor-3

Implementing Value Acceleration as a Financial Advisor

See how financial advisors can incorporate the Value Acceleration Methodology in your client services and your own practice

Online 3 CEPA CE Credits
View All Courses
900+

Exit Planning Summit Attendees

8000+

Certified Exit Planning Advisors

36000+

Advisors in the Community

THE AUTHORITY IN EXIT PLANNING

In 2005, the Exit Planning Institute (EPI) was founded in order to educate business advisors on the importance and implementation of exit planning. Since then, we’ve standardized that knowledge through the Certified Exit Planning Advisor (CEPA) credentialing program and have over 5,000 active CEPA-certified advisors.

EXPERIENCES

EXPERIENCES

Share in experiences that transform
your practice, further your relationships,
and drive new business.

PEOPLE

PEOPLE

Network and develop relationships
with fellow experts in the
advisory profession and exit
planning community.

INNOVATION

INNOVATION

Uncover innovative solutions and ideas
that advance your practice and better
your business owners.

RESOURCES

Explore trending exit planning, succession planning, and value growth strategy content for professional advisors and middle market business owners.

Walking You Through the Perfect Exit Whitepaper
Exit Planning Institute Image
Whitepaper

Walking You Through the Perfect Exit Whitepaper

We dive deep into the importance of personal planning and uncovering your personal purpose.

5-4-3-2-1 Whitepaper
Exit Planning Institute Image

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into 5 easy concepts.

Case Study: The Value of Transitioning a Business to its Employees
Exit Planning Institute Image

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
Exit Planning Institute Image
Infographic

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
Exit Planning Institute Image
Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Walking You Through the Perfect Exit Whitepaper
Exit Planning Institute Image
Whitepaper

Walking You Through the Perfect Exit Whitepaper

We dive deep into the importance of personal planning and uncovering your personal purpose.

5-4-3-2-1 Whitepaper
Exit Planning Institute Image

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into 5 easy concepts.

Case Study: The Value of Transitioning a Business to its Employees
Exit Planning Institute Image

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
Exit Planning Institute Image
Infographic

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
Exit Planning Institute Image
Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Walking You Through the Perfect Exit Whitepaper
Exit Planning Institute Image
Whitepaper

Walking You Through the Perfect Exit Whitepaper

We dive deep into the importance of personal planning and uncovering your personal purpose.

5-4-3-2-1 Whitepaper
Exit Planning Institute Image

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into 5 easy concepts.

Case Study: The Value of Transitioning a Business to its Employees
Exit Planning Institute Image

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
Exit Planning Institute Image
Infographic

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
Exit Planning Institute Image
Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Walking You Through the Perfect Exit Whitepaper
Exit Planning Institute Image
Whitepaper

Walking You Through the Perfect Exit Whitepaper

We dive deep into the importance of personal planning and uncovering your personal purpose.

5-4-3-2-1 Whitepaper
Exit Planning Institute Image

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into 5 easy concepts.

View All Resources

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