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Explore the EPI Partner & Provider Network
Exit planning is a community, not a competition. Collaboration amongst advisors and partners is critical when helping a business owner build transferable value while aligning their business, personal and financial goals. CEPAs are united around one core methodology and process. They believe in one organizing principle and they share common goals. It is not a one tool fits all marketplace or solution. Good exit planning allows for the integration of many. Through these collaborative and industry-leading partners, CEPAs are able to effectively execute Value Acceleration with their business owner clients and drive results. These partners, a part of our Exit Solutions Marketplace, provide CEPAs with delivery and assessment tactics and tools, project and engagement management systems, marketing solutions and strategic advice, revenue generating opportunities, educational platforms, and content, and a set of unique expertise to effectively engage and help business owners in exit planning. Through this powerful community, CEPAs are changing the outcomes for business owners.
WANT TO BECOME AN EPI PARTNER?
Software & Tools
For CEPAs who are looking for software or tools to help execute triggering events, manage projects, and many other key features.
Niche Specialists
For CEPAs who are (1) looking to augment their firm with complementary firms, (2) in search of a private equity or M&A firm that aligns with EPI philosophy, or (3) in need of a specialty or marketing service.
Education Providers
For CEPAs who are looking for advanced, quality educational programs in the professional services industry.
Capitaliz is a comprehensive digital platform for business evaluation and value acceleration. Designed by exit planners for exit planners – Capitaliz will help you identify, protect, maximize and extract value.
Our business is based on the ExitSmarts Business Transition System, which we developed for Business Owners with annual revenues of $20 million and below, although larger companies can benefit from it, depending on their existing structure and operating profile.
My Biz Value puts the power in your hands by delivering accurate, speedy and affordable business valuations. An accurate valuation helps you sell your business at the right price and prevents an undersell.
Why Add Value Building To Your Firm?
FocusCFO is a leading provider of embedded fractional CFO services. The mission of FocusCFO, and the passion of its 125+ associates, is to help entrepreneurs build sustainable, transferrable business value. Many of our associates have attained their CEPA® designation.
MassMutual was founded in 1851, and from the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love. More than 170 years later, that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policy owners and customers achieve their financial goals and protect those who matter most.
With a 150-year history and a network of offices in over 50 countries on 5 continents, UBS has extensive experience managing the wealth of high net worth and ultra high net worth individuals.
