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 can effectively execute Value Acceleration with their business owner clients and drive results. These partners 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.


Who are Our Strategic Partners? 

Our Strategic Partnership Program will help advisors build out their teams with functional specialists, software tools, resources, and services to help grow their firms and find top professionals in the EPI network. This program provides advisors with a clearer understanding of the tools, resources, and education they can lean on to build a more successful, and significant, practice.


EPI Preferred Logo Look for the EPI Preferred Shield to view our Strategic Partners! 



Software Tools

These software tools can be used to power the Value Acceleration Methodology and are endorsed by the Exit Planning Institute as approved Value Acceleration tools to help advisors conduct the triggering event engagement, manage value, and systemize the methodology. 

Functional Advisor Specialists

These functional advisors are experts and specialists in niche exit planning fields. These endorsed firms represent advisors that CEPAs can bring in to the Value Acceleration Methodology and serve specific roles outside the core exit planning team. 

Interested in joining the Exit Planning Partner Network?