EXIT SOLUTIONS PARTNER NETWORK

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 Niche Specialists Education Providers

Want to Become an EPI Partner?

Software Tools


For CEPAs who are looking for a software tool
to help execute triggering events, manage projects,
and many other key features.

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MAUS Innovative Management Software
Call: +1300 300 586
Email: sales@maus.com.au

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The Value Builder System
Call: +1 647 560 4743
Email: support@ValueBuilderSystem.com

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Value Opportunity Profile
Call: +1 508 870 5805
Email: ksanginario@corporatevalue.net

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Quist Insights
Call: 720 571 0587

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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.

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American Endowment Foundation
Call: +1 888 402 9179
Fax: 330 656 2063

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Chief Executive Boards International
Call: 864 527 5917
Email: info@ceboards.com

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Corporate Finance Associates Worldwide
Call: 949 305 6710
Fax: 949 305 6713

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Eliciting Excellence
Call: 503 928 7685

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KLH Capital
Call: 813 222 0160
Fax: 813 328 2881

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Kyle Danner Solutions for Family Businesses


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MCM Capital Partners
Call: 216 514 1840

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PMI Advisors, LLC
Call: 800 816 9630
Email: DBradbary@PMIAdvisors.com

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UBS Financial Services Inc.
Call: 888 279 3343
Email: comments@ubs.com

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Exodus Complink LLC
Call: 210 872 1055
Email: tom.jordan@exoduscomplink.com

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Sales Xceleration
Call: +1 844 874 7253
Email: info@salesxceleration.com

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Education Providers


For CEPAs who are looking for advanced, quality
educational programs in the professional services industry.

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Alliance of Mergers & Acquisition Advisors
CM&AA: Certified Mergers & Acquisition Advisor
Call: 312 856 9590
Email: info@amaaonline.org

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Offered by Value Opportunity Profile
CVGA: Certified Value Growth Advisor
Call: +1 508 870 5805
Email: ksanginario@corporatevalue.net

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National Assoc. of Certified Valuators & Analysts
CVA: Certified Valuation Analyst
Call: 800 677 2009
Email: NACVA1@NACVA.com

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The OwnerRoundtable™ Series
Offered by © Snider Value Index
Call: 216 712 4244
Email: epiglobal@exit-planning-institute.org

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Snider Value Index
Keynote Speaking & Custom Workshops
Call: 216 712 4244
Email: epiglobal@exit-planning-institute.org

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Southern California Institute
AWS: Advisor in Wealth Strategies
Call: 858 200 1911

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