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EPI Academy

The key to becoming a better advisor is a commitment to continuous, purposeful growth and education. Through EPI Academy, you can 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
FEATURED COURSE
Implementing Value Acceleration as a Financial Advisor-3
$349 | CE CREDITS AVAILABLE: EPI, CFP®, CPE

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 Methodology 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.

Learn More
FEATURED COURSE
Triggering Event Workshop-2
$449 | CE CREDITS AVAILABLE: EPI, CFP®, CPE
 

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. 

Learn More & Register
FEATURED COURSE
Accelerate Your Exit Planning Practice-2
$449 | CE CREDITS AVAILABLE: EPI, CPE

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. 

Learn More & Register

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.

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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?

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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?

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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?

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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?

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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?

epi-academy-image-library-09

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?

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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?

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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?

epi-academy-image-library-09

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?

epi-academy-image-library-02

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?

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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.

Christopher Snider

Christopher Snider

Head of Faculty

CEO, Exit Planning Institute

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Christopher Snider

Scott Snider

CEPA & EPI Academy Faculty

President, Exit Planning Institute

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Christopher Snider

Keith Apton

CEPA & EPI Academy Faculty

The Capital ESOP Group, Managing Director

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Christopher Snider

Jess Bahs

EPI Academy Faculty

Attorney Partner, FisherBroyles, LLP

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Christopher Snider

Brad Barros

EPI Academy Faculty

President & CEO at Private Risk Capital Development Advisors, LLC

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Christopher Snider

Isabel Botero

EPI Academy Faculty

Fisher Chair of Family Entrepreneurship at the University at Louisville

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Christopher Snider

Scott Bushkie

EPI Academy Faculty

Managing Partner and Founder, Cornerstone Business Services

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Christopher Snider

Scott Couchenour

EPI Academy Faculty

4th Quarter Life Coach & Founder, Serving Strong Enterprises

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Christopher Snider

Shina Culberson

CEPA & EPI Academy Faculty

President, Owner, Quist Valuation

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Christopher Snider

Roey Diefendorf

EPI Academy Faculty

Founding Member, More Than Money 360

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Christopher Snider

Mike Garrison

EPI Academy Faculty

Founder, Values Based Mindset LLC

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Christopher Snider

Rich Goldstein

EPI Academy Faculty

Principal Patent Attorney, Goldstein Patent Law

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Christopher Snider

Justin Goodbread

CEPA Faculty

President, WealthSource Partners, LLC

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Christopher Snider

Sean Hutchinson

CEPA & EPI Academy Faculty

Partner, Strategic Development (USA), RFN Global

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Christopher Snider

Gal Kaufman

EPI Academy Faculty

Partner, FisherBroyles

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Christopher Snider

Gerald Kepner

EPI Academy Faculty

Founder, KepnerCPA

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Christopher Snider

Julie Keyes

CEPA & EPI Academy Faculty

Founder and CEO, KeyeStrategies, LLC

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Christopher Snider

Bobby Kingsbury

CEPA & EPI Academy Faculty

Managing Director, MCM Capital Partners

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Christopher Snider

Rick J. Krebs

EPI Academy Faculty

Head of M&A Division, Business Sales Group

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Christopher Snider

Susan Latremoille

EPI Academy Faculty

Co-Founder & Partner, Next Chapter Lifestyle Advisors

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Christopher Snider

Marianne Oehser

EPI Academy Faculty

Co-Founder & Partner, Next Chapter Lifestyle Advisors

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Christopher Snider

Joseph Strazzeri

CEPA & EPI Academy Faculty

Co-Founder and Principal, The Founders Group

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Christopher Snider

Amy Wirtz

CEPA & EPI Academy Faculty

Owner, Family & Business Success, LLC

Connect with Amy
Christopher Snider

Craig West

EPI Academy Faculty

Founder, Capitaliz and Succession Plus

Connect with Craig
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Approved Courses for Continuing Education

Our EPI Academy courses are approved for continuing education by organizations such as CPE, IWI, and the CFP Board. Visit each course page to see approvals.

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National State of Owner Readiness Report

How ready are today’s business owners? Discover the latest insights about business attractiveness and owner readiness and explore how you can significantly amplify transition success.