Download the CEPA Brochure | Exit Planning Institute

216-712-4244
About
Login

Learn About CEPA

Program Overview

Learn all about the CEPA® program and how to become your client’s most trusted advisor. →

Register for CEPA

Register for upcoming CEPA® courses and take the first steps toward your Value Acceleration journey. →

Testimonials

Hear from real individuals about how Exit Planning Institute® and the Certified Exit Planning Advisor designation have transformed their daily practice and resulted in better outcomes for clients. →

Download the CEPA Brochure

Read our comprehensive guide on all things CEPA®.

The Value Acceleration Methodology

Learn about this crucial exit planning methodology and the foundation of EPI’s philosophy.

Organizations that Approve CEPA

Find out which organizations approve of the CEPA® designation.

Member Benefits

Explore all the EPI benefits you can leverage as you embark on your CEPA® journey.

Meet the CEPA Faculty

Meet our EPI CEPA® Faculty instructing our CEPA courses, and learn more about these leaders in the space.

FAQ

Find answers to your frequently asked CEPA® questions here.
Courses

Featured Courses

CEPA® EXAM Prep Course →

Empowering Conversations with Business Owners →

Implementing Value Acceleration as a Financial Advisor →

View All Courses

View the complete course collection →

Tax Planning For Business Transitions

Deep dive into the tax side of M&A deals, positioning your client to mitigate tax costs when it comes time to exit.

Academy Faculty

Meet the leadership instructing our EPI Academy courses.

Conducting Effective Client Workshops

Hear EPI CEO Christopher Snider’s insight on hosting productive and engaging client workshops through the Value Acceleration Methodology™.

About the Academy

Learn more about EPI Academy, your one-stop destination for exit planning education.

EPI Academy Bundle

Discover course bundles to help bolster your exit planning knowledge on vital topics or build your own preferred bundle.
Chapters

Explore Full Network

Atlanta

Austin

Central Ohio

Chicago

Cincinnati

Conejo Valley

Dallas

Denver

Greater Boston

Greater Los Angeles

Greater New York

Greater Philadelphia

Greater Phoenix

Inland Empire

Kansas City

Mahoning-Shenango Valley

Nashville

New Jersey

Orange County

Orlando

Pittsburgh

Raleigh-Durham

San Diego

San Francisco

Sarasota

Southeast Michigan

St. Louis

Twin Cities Metro Area

Utah

Wisconsin
Events

The Exit Planning Summit

Take a deep dive into the premier exit planning event, bringing together advisors from across the globe for networking and education. →

Webinars

Learn more about EPI-hosted webinars, providing a wealth of expert knowledge on a variety of exit planning topics for CEPA®s and non-CEPAs. →

CEPA Think Tanks

Learn more about these interactive networking and best practice groups, for CEPA®s only.

Drive Value Summit

Hit the pedal to the metal and learn more about these high-impact, in-person regional summits for business owners and advisors who work directly with business owners.

Chapter Events

Keep track of all the events happening across the EPI Chapter Network, and find one near you.
Resources

State of Owner Readiness

Find the latest results from EPI’s State of Owner Readiness™ Report, offering unique business owner insight nationally. →

Annual Exit

Discover the first-of-its-kind exit planning magazine, where both advisors and non-advisors alike can find a wealth of interesting articles and industry insights. →

Free Content Library

Explore EPI's free library of case studies, white papers, and infographics to help advisors build strategies, educate clients, and sharpen exit planning skills. →

Recommended Reads

Check out EPI’s recommended exit planning reads, with contributions from leaders in the space.

Mastering the Market

Find our collections of business review pieces, written by experts with a commitment to leadership and excellence.

State of Owner Readiness Regional

Find results from various regional State of Owner Readiness™ Reports, with various regional insights from business owners.

Exit Planning Blog

Read weekly blogs on various exit planning topics, with frequent contributions from industry thought leadership.

Exit is Now Podcast

Take exit planning with you on the go with podcast episodes hosted by EPI President Scott Snider joined by expert guests on a variety of interesting exit planning topics.

Partner Network

Meet EPI’s Partner Network and learn more about these various exit planning leaders.

Find a CEPA

Connect with a Certified Exit Planning Advisor (CEPA), a professional trained to help business owners accelerate growth, build value, and align personal and financial goals for a successful exit.

Walking to Destiny

Bridge the gap between owners and advisors with the foundational framework handbook to exit planning and the Value Acceleration Methodology™
About EPI

About EPI

Learn all about the people and history behind Exit Planning Institute®. →

Purpose Statement

What drives EPI? Read more about EPI’s vision and purpose. →

Videos

Browse and watch a variety of educational and entertaining exit planning videos.

Thought Leadership

Meet the EPI Thought Leadership Council, featuring exit planning experts across the industry.

Download Our CEPA Brochure

Download Our CEPA Brochure

Download Our CEPA Brochure

CEPA
Courses
- Featured Courses
  - View All Courses
- New Releases
  - View All Courses
Events
Chapters
Resources

216-712-4244
About
Member Login

Download Our CEPA Brochure

Download the CEPA One-Pager

Privacy Policy
Shipping Policy
Refund Policy
Code of Ethics

Copyright © 2025

Exit Planning Institute.

About
- Testimonials
CEPA
- Find a CEPA
- Become a CEPA
Resources
The Exit Planning Summit
Experiences
EPI Academy Courses
- View All Courses
- View Bundles

Subscribe to Our Blog

Privacy Policy
Shipping Policy
Refund Policy
Code of Ethics

Copyright © 2025

Exit Planning Institute.

Provide More Info1

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

Provide More Info2

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

Provide More Info3

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

Provide More Info

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.

Provide More Info

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar.