Exit Planning Institute


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.


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.

Interested in joining the Exit Planning Partner Network?