Exit Planning Institute

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DISCOVER THE NEWEST EXIT PLANNING CONTENT

CaseStudies

CASE STUDIES

Explore real-world success stories from the exit planning community in these case studies. From building transferable value to navigating complex transitions, each story offers practical insight to help you apply proven strategies in your own work.
MTM (1)-1

MASTERING THE MARKET

Hear firsthand perspectives shared directly from leading industry experts in the exit planning community. From becoming best-in-class to better connecting with people, these collections provide valuable insight to grow your knowledge and sharpen your skills.

AnnualExit

ANNUAL EXIT

EPI's first-of-its-kind exit planning magazine is full of comprehensive insights and to engage fellow advisors and business owners alike. Annual Exit provides information that can help shape successful conversations and strategy, making it a valuable resource.

FEATURED ARTICLES

229 CEPAs Join the EPI Network in December 2025
Blog

229 CEPAs Join the EPI Network in December 2025

Jan 19, 2026 11:00:00 AM
Top 5 Professional Development Tips for CEPAs
Top 5 Professional Development Tips For Exit Planners
CEPA

Top 5 Professional Development Tips for CEPAs

Jan 15, 2026 11:00:01 AM
Introducing EPI’s New Member Experience Team
Introducing EPI's New Member Experience Team
Blog

Introducing EPI’s New Member Experience Team

Jan 12, 2026 11:00:02 AM
Why You Need a CEPA as the Quarterback on Your Exit Planning Team
Why You Need a CEPA as the Quarterback on Your Exit Planning Team green text on white background, main image is three business people meeting with one using whiteboard
Blog

Why You Need a CEPA as the Quarterback on Your Exit Planning Team

Jan 8, 2026 11:00:00 AM
Plan Your Trip to Nashville for the 2026 Exit Planning Summit
Plan Your Trip to Nashville (Everything You Need to Know)
Exit Planning Summit

Plan Your Trip to Nashville for the 2026 Exit Planning Summit

Jan 5, 2026 11:00:00 AM
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Reinvent yourself with exit planning.