EPI Academy
Build, explore, and master valuable exit planning skills with online classes taught by industry experts.
Online Continuing Education and Professional Development Courses
Successful businesses are built on both short and long-term planning. For many companies, decisions about the transfer or sale of the organization — whether due to retirement, succession, or a sale — should be equally deliberate and important.
For professionals who advise business owners, a deep understanding of concepts such as business development, valuation, and exit strategy is essential. However, becoming an expert in these areas can be challenging to achieve alone.
That’s why we’re here for you.
EPI Academy offers comprehensive online courses to help you understand the intricacies of exit strategies, improve client satisfaction, increase your professional value, and expand your service offerings.
Whether you’re looking to refine your own business strategy, advise clients, or are a Certified Exit Planning Advisor (CEPA®) looking to expand your knowledge, EPI Academy is for you.
How does EPI Academy help professionals like you become strategic exit advisors?
EPI Academy offers exit planning courses approved for continuing education by multiple organizations. We give you access to cutting-edge knowledge so you can differentiate yourself and your business.
To offer new, value-infused services, you’ll gain access to courses that cover both introductory concepts and in-depth industry-specific topics. Enhance your value with online professional development in:
- Essential Exit Planning Concepts and Strategies
- Business Valuation
- The Value Acceleration Methodology™
- Practice Management
- Client Engagement
- Business Development
- Exit Option Deep Dives
- Tax and Financial Planning for Business Transitions
Accelerate Your Exit Planning Practice
Join award-winning CEPA, Julie Keyes, as she takes you through everything she has learned over the years in building a successful exit planning practice.
Implementing Value Acceleration as a Financial Advisor
As a financial advisor, you may be asking yourself how you can begin to incorporate the Value Acceleration MethodologyTM into what you do as a fiduciary for your clients, and your own practice. This course provides you the knowledge on how to do just that.
The Triggering Event Workshop: Determining Enterprise Value
What's your business worth in the open market? Discover the language, terminology, and numbers involved in the business valuation process, and how they are applied in real-life scenarios.
Accelerate Your Exit Planning Practice
Join award-winning CEPA, Julie Keyes, as she takes you through everything she has learned over the years in building a successful exit planning practice.
Implementing Value Acceleration as a Financial Advisor
As a financial advisor, you may be asking yourself how you can begin to incorporate the Value Acceleration MethodologyTM into what you do as a fiduciary for your clients, and your own practice. This course provides you the knowledge on how to do just that.
The Triggering Event Workshop: Determining Enterprise Value
What's your business worth in the open market? Discover the language, terminology, and numbers involved in the business valuation process, and how they are applied in real-life scenarios.
Accelerate Your Exit Planning Practice
Join award-winning CEPA, Julie Keyes, as she takes you through everything she has learned over the years in building a successful exit planning practice.
EPI Academy | Improve Your Exit Planning Strategy
EPI Academy delivers online exit planning courses rich with practical techniques, case studies, and real-world scenarios, ensuring immediate applicability. Learn more about each course, including the curriculum and instructor details.
Who Attends EPI Academy?
Are you a professional who would benefit from learning about business exit planning strategies? Let’s take a look at who attends EPI Academy.
Legal & Other Professional Service Providers
Whether you are looking for online professional development courses to increase your general knowledge about exit planning or are seeking a business valuation course to dive deeper into the topic, EPI Academy is for you. We offer courses for:
- Mergers & Acquisitions Advisors
- Risk Management Advisors
- Estate Planners
- Attorneys
- Insurance Professionals
- Commercial Lenders
Ready to learn more?
Business Owners & Executives
If you are a business owner, business board member, executive, or entrepreneur, there will come a time when you — or the owner — will step away. Understanding exit planning is crucial for navigating this transition into the next chapter. EPI Academy provides a variety of courses tailored for:
- Private Business Owners
- Family Business Owners
- Members of Family Business Boards
- Corporate Executives
- Other Business Leaders
Ready to learn more?
Business Advisors & Consultants
Advising and consulting with business owners and leaders requires you to offer services that differentiate you from your peers. EPI Academy provides online education for:
- General Business Advisors
- Specialized Business Consultants
- Management Consultants
- Value Advisors
Ready to learn more?
Business Advisors & Consultants
Advising and consulting with business owners and leaders requires you to offer services that differentiate you from your peers. EPI Academy provides online education for:
- General Business Advisors
- Specialized Business Consultants
- Management Consultants
- Value Advisors
Ready to learn more?
Business Advisors & Consultants
Advising and consulting with business owners and leaders requires you to offer services that differentiate you from your peers. EPI Academy provides online education for:
- General Business Advisors
- Specialized Business Consultants
- Management Consultants
- Value Advisors
Ready to learn more?
Legal & Other Professional Service Providers
Whether you are looking for online professional development courses to increase your general knowledge about exit planning or are seeking a business valuation course to dive deeper into the topic, EPI Academy is for you. We offer courses for:
- Mergers & Acquisitions Advisors
- Risk Management Advisors
- Estate Planners
- Attorneys
- Insurance Professionals
- Commercial Lenders
Ready to learn more?
Business Advisors & Consultants
Advising and consulting with business owners and leaders requires you to offer services that differentiate you from your peers. EPI Academy provides online education for:
- General Business Advisors
- Specialized Business Consultants
- Management Consultants
- Value Advisors
Ready to learn more?
Finance, Accounting, & Wealth Management Professionals
Enhancing your value in finance, accounting, and wealth management requires refining your skills, updating your knowledge, and expanding your capabilities. Sometimes, you may also need courses to meet certification requirements. EPI Academy can support you in both areas with our online education offerings for:
- Financial Advisors
- Wealth Managers
- Accountants
- CPAs
- Investment Bankers
- Tax Advisors
Ready to learn more?
Legal & Other Professional Service Providers
Whether you are looking for online professional development courses to increase your general knowledge about exit planning or are seeking a business valuation course to dive deeper into the topic, EPI Academy is for you. We offer courses for:
- Mergers & Acquisitions Advisors
- Risk Management Advisors
- Estate Planners
- Attorneys
- Insurance Professionals
- Commercial Lenders
Ready to learn more?
Business Advisors & Consultants
Advising and consulting with business owners and leaders requires you to offer services that differentiate you from your peers. EPI Academy provides online education for:
- General Business Advisors
- Specialized Business Consultants
- Management Consultants
- Value Advisors
Ready to learn more?
Legal & Other Professional Service Providers
Whether you are looking for online professional development courses to increase your general knowledge about exit planning or are seeking a business valuation course to dive deeper into the topic, EPI Academy is for you. We offer courses for:
- Mergers & Acquisitions Advisors
- Risk Management Advisors
- Estate Planners
- Attorneys
- Insurance Professionals
- Commercial Lenders
Ready to learn more?
Legal & Other Professional Service Providers
Whether you are looking for online professional development courses to increase your general knowledge about exit planning or are seeking a business valuation course to dive deeper into the topic, EPI Academy is for you. We offer courses for:
- Mergers & Acquisitions Advisors
- Risk Management Advisors
- Estate Planners
- Attorneys
- Insurance Professionals
- Commercial Lenders
Ready to learn more?
Meet our faculty
The EPI Academy faculty is comprised of award-winning Certified Exit Planning Advisors® (CEPA), best-in-class professionals, authors, and leaders who provide invaluable insights and guidance to help you and your clients achieve greater success.
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Brad Barros
EPI Academy Faculty
President & CEO at Private Risk Capital Development Advisors, LLC
Connect with Brad
Isabel Botero
EPI Academy Faculty
Fisher Chair of Family Entrepreneurship at the University at Louisville
Connect with Isabel
Scott Bushkie
EPI Academy Faculty
Managing Partner and Founder, Cornerstone Business Services
Connect with Scott
Sean Hutchinson
CEPA & EPI Academy Faculty
Partner, Strategic Development (USA), RFN Global
Connect with Sean
Bobby Kingsbury
CEPA & EPI Academy Faculty
Managing Director, MCM Capital Partners
Connect with Bobby
Joseph Strazzeri
CEPA & EPI Academy Faculty
Co-Founder and Principal, The Founders Group
Connect with Joe
Brad Barros
EPI Academy Faculty
President & CEO at Private Risk Capital Development Advisors, LLC
Connect with Brad
Isabel Botero
EPI Academy Faculty
Fisher Chair of Family Entrepreneurship at the University at Louisville
Connect with Isabel
Scott Bushkie
EPI Academy Faculty
Managing Partner and Founder, Cornerstone Business Services
Connect with Scott
Sean Hutchinson
CEPA & EPI Academy Faculty
Partner, Strategic Development (USA), RFN Global
Connect with Sean
Bobby Kingsbury
CEPA & EPI Academy Faculty
Managing Director, MCM Capital Partners
Connect with Bobby
Joseph Strazzeri
CEPA & EPI Academy Faculty
Co-Founder and Principal, The Founders Group
Connect with Joe
Explore EPI Partners
Our partnerships with top industry software and advisory specialists enhance your learning experience and drive results.
What Our Students Say About EPI Academy
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"I definitely picked up some good ideas I would not have thought of on my own."
~ Alex Weatherly, CEPA, Estate Planning Attorney, Callison Tighe & Robinson, LLC
"I definitely picked up some good ideas I would not have thought of on my own."
~ Alex Weatherly, CEPA, Estate Planning Attorney, Callison Tighe & Robinson, LLC