Exit Planning Institute


Meet the Team

EPI Global Headquarters is located in Westlake, Ohio | Eastern Time Zone (ET)

Meet the CEPA® Faculty

The CEPA Program is the only exit planning credentialing program taught by a diverse team of 13+ experts. Why? A single advisor cannot understand every facet of exit planning with deep expertise. Each exit planning advisor has a certain expertise or service they provide within the exit planning engagement. While you certainly maintain an important role, it is critical to surround yourself with like-minded experts with complementary strengths, so you can truly serve an exiting owner’s holistic needs.

Reinvent yourself with exit planning.