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Exit Planning Institute

EPI FACULTY

Taught by Experts & Industry Leaders

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The Certified Exit Planning Advisor (CEPA®) program is the most regarded exit planning credential in the marketplace today and is endorsed and accepted by more than 40 major organizations. In addition to the CEPA program, Exit Planning Institute offers a robust library of high-quality, self-paced online courses through our EPI Academy. These courses provide business advisors with continued professional development in a convenient way.

 

In order to ensure the best exit planning education in the marketplace, EPI has brought together a best-in-class collection of industry experts. Our faculty provide you with the most current, specialized, and relevant industry information as leaders in the exit planning space.

 

It takes a team to effectively help an owner transition. Our team of expert Faculty Members show top advisors like you on how it's done.

LEARN FROM INDUSTRY EXPERTS

Immerse yourself in education presented by our elite team of instructors. The CEPA Credentialing Program is an opportunity to expand both your knowledge and your influential network within this group of collaborative thought leaders. Reinvent yourself and your practice by earning the Certified Exit Planning Advisor (CEPA®) Credential this year.

Meet the Faculty

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CEPA Faculty EPI Academy Faculty
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Christopher Snider

Head of Faculty

CEO, Exit Planning Institute

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Scott Snider

CEPA & EPI Academy Faculty

President, Exit Planning Institute

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Keith Apton
Keith Apton

CEPA & EPI Academy Faculty

The Capital ESOP Group, Managing Director

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Jess Bahs

EPI Academy Faculty

Attorney Partner, FisherBroyles, LLP

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2023 Summit Headshot - Bradley Barros
Brad Barros

EPI Academy Faculty

President & CEO at Private Risk Capital Development Advisors, LLC

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Isabel Botero

EPI Academy Faculty

Fisher Chair of Family Entrepreneurship at the University of Louisville

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Scott Bushkie

EPI Academy Faculty

Managing Partner and Founder, Cornerstone Business Services

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Shina Culberson

CEPA & EPI Academy Faculty

President, Owner, Quist Valuation

 

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Judi Cunningham
Judi Cunningham

CEPA Faculty

Principal, Trella Advisory Group

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2023 Summit - Headshot - Mike Garrison
Mike Garrison

EPI Academy Faculty

Founder, Values Based Mindset LLC

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Justin Goodbread

CEPA Faculty

CEO, Financially Simple

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Sean Hutchinson
Sean Hutchinson

CEPA & EPI Academy Faculty

Partner, Strategic Development (USA),
RFN Global

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Gal Kaufman

EPI Academy Faculty

Partner, FisherBroyles

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Julie Keyes
Julie Keyes

CEPA & EPI Academy Faculty

Founder and CEO, KeyeStrategies, LLC

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Bobby Kingsbury
Bobby Kingsbury

CEPA & EPI Academy Faculty

Managing Director, MCM Capital Partners

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Rick J. Krebs

EPI Academy Faculty

Head of M&A Division, Business Sales Group

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Susan Latremoille 500-1
Susan Latremoille

CEPA Faculty

Co-Founder & Partner, Next Chapter Lifestyle Advisors

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Leslie Lauer
Leslie Lauer

CEPA Faculty

Managing Director, The ESOP Group

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Dr. Michael Lorence

CEPA Faculty

Senior M&A Advisor, Generational Equity, LLC​

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Marianne Oehser 500-1
Marianne Oehser

CEPA Faculty

Co-Founder & Partner, Next Chapter Lifestyle Advisors

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Jaclyn Ring Summit 2024-1
Jaclyn Ring

CEPA Faculty

Vice President, REAG

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Joseph Strazzeri
Joseph Strazzeri

CEPA & EPI Academy Faculty

Co-Founder and Principal, The Founders Group

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Seth Webber

CEPA Faculty

Principal, BerryDunn; CEPA®, ASA, CFA

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Amy Wirtz
Amy Wirtz

CEPA & EPI Academy Faculty

Owner, Family & Business Success, LLC

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craig west
Craig West

EPI Academy Faculty

Founder, Capitaliz and Succession Plus

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Tom Zucker

CEPA Faculty

President & Founder, EdgePoint Capital Advisors; CPA

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Reinvent yourself with exit planning.