Congratulations to 55 Certified Exit Planning Advisors to Join the Exit Planning Community


2018 Announcement: 55 New CEPAs Join Community

The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more

More Than a Title: Honoring Leaders Who Lead by Action and Example

leadership is not a position or a title it is action and example

The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are pioneers of a changing industry.   Each year, the Exit Planning Institute honors three… read more

EPI Global Headquarters Team Grows Again: Welcome Natalie & Jocelyn!

  As you know, the 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. And this week, we are pleased to introduce you to the two newest members… read more

Congratulations to the 2017 Excellence in Exit Planning Award Winners!

The closing event at the 2017 Exit Planning Summit is the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, takes the stage and recognizes those exit planners that are making a remarkable impact on the local and global community. It was an incredible closing note to an ever-eventful Summit and we’d… read more

Congratulations to the 2016 Excellence in Exit Planning Award Winners!

2016 Award Winners

The closing event at the International Summit was the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, took the stage and inspired us with a motivational discussion on Relentless Execution and recognized those exit planners that are making a remarkable impact on the local and global community. Congratulations to the 2016… read more