EPI is Pleased to Welcome 144 New Advisors to the CEPA Community


The Giveback Goes Virtual

Each year at the Exit Planning Summit, Exit Planning Institute collaborates with local leaders in the host city to identify a local charity or cause that can be positively impacted by our opening networking social (coined the “Summit Giveback”), which raises funds. Since the Exit Planning Summit moved to a virtual space this year, the… read more

EPI Announcement: EPI Masterclass is New, Reinvented Way Learn (and Earn CEPA) Online

EPI Masterclass Announcement CEPA Online

Empowering Advisors and Owners to use exit planning as business strategy…now more than ever. The past thirty days have disrupted normalcy as we know it; as individuals, families, business professionals, breadwinners, community leaders, and business owners. Businesses have been thrown into such tumultuous circumstances. Hour-by-hour, new information is released (some bad, some good). On top… read more

EPI Continues Growth in 2020 with 3 More New Hires

As you know, the exit planning industry is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. This week, we are pleased to announce that our team has grown by three,… read more

EPI Continues Growth in 2020 with 4 New Hires

As you know, exit planning is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. This week, we are pleased to announce that our team has grown by four and we’ve… read more

Announcing the 2020 EPI Local Chapter Event Schedule

The Exit Planning Institute (EPI) supports more than 25 local chapters from coast-to-coast. Every chapter is a hub for advisors, leaders, and experts to network with complementary disciplines to his/her specialty, earn continuing education, and collaborate on exit planning projects.… read more