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 software or tools
to help execute triggering events, manage projects,
and many other key features.

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BizEquity
Call: (844) 249-3789
To Contact: Visit Website

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Capitaliz
Call: (216) 502-0849
info@capitaliz.com

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ExitSmarts®
Call: (815) 790-9007
To Contact: Visit Website

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The ExitMap®
Call: (800) 653-5405
To Contact: Visit Website

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MAUS Business Systems
Call: +1 (407) 908-7385
sales@maus.com.au

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Mavrek
Call: +1 (800) 443-3005
info@mavrek.com

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My Biz Value
Call: (801) 688-2554
rick@mybizvalue.com

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Quist Insights
Call: (720) 571 0587
To Contact: Visit Website

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

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

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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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Alliance Trust Company of Nevada
Call: (775) 297-4000
info@alliancetrustcompany.com

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

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The Asset Exchange LLC.
Call: (303) 317-6598
info@assetexchangeexperts.com

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BBSI
Phone and Email:
Visit Website

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

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FocusCFO
Call: (855) 236-0600
To Contact: Visit Website

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InitiativeOne
Call: (920) 432-0268
info@initiative-one.com

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

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Kyle Danner
Professional EOS Implementer®
kyledanner@eosworldwide.com

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MassMutual
Call: 1-800-272-2216
To Contact: Visit Website

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MCM Capital Partners
Call: 216 514 1840
To Contact: Visit Website

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Paramax Corporation
Call: (716) 626-1200
To Contact: Visit Website

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

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PrivateRisk
Call: (929) 229-1373
To Contact: Visit Website

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RAYNE IX
Call: (414) 215-9757
hello@rayneix.com

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RFN Global
Call: (786) 497-7299
To Contact: Visit Website

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SBJ Capital
Call: (415) 848-1900
To Contact: Visit Website

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The Telos Group
Call: (312) 477-2930
mdudley@telosgroup.com

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

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Exodus Complink LLC
Call: (210) 872-1055
tom.jordan@exoduscomplink.com

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Sales Xceleration
Call: +1 844 874 7253
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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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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