CHAPTER PRESIDENT APPLICATION

We recommend that you complete this application on your personal internet network or a mobile device. Corporate firewalls are known to block submissions.

EPI Chapter President Application

We recommend that you complete this application on your personal internet network or a mobile device.  Corporate firewalls are known to block submissions

 

To submit the Exit Planning Institute Chapter President Application, please complete the following:

 

Section 1: Applicant Information

Section 2: Professional Experience

Section 3: CEPA and Exit Planning Experience

Section 4: Chapter Launch Logistics

Section 5Core Values

Section 6: Terms of Agreement

1. Applicant Information

2. Professional Experience

Qualification Criteria: Five years or more (full-time or equivalent) experience working directly with business owners as a financial advisors, attorney, CPA, business broker, investment banker, commercial lender, valuation advisor, estate planner, insurance professional, business consultant or a similar/equivalent professional capacity. 

3. CEPA and Exit Planning Experience

4. Chapter Launch Logistics

5. Core Values

Exit Planning Institute Chapters are an extension of the Exit Planning Institute brand and as such, they must abide by the core values, as well as the EPI Chapter Purpose. Please review the Chapter Purpose and Core Values and check each box to acknowledge that you have read through and understand each statement.

6. Terms of Agreement

Please review the following Chapter President Terms of Agreement. Acceptance of these terms is required for application submission.

I pledge to: