The Exit Planning Institute (EPI) is the authority in exit planning and value acceleration.
Exit planning is simply good business strategy.
Exit planning does not solely address an event; it addresses the holistic needs of an owner’s business, personal, and financial needs. Every advisor who works with business owners can benefit from understanding how they fit into EPI’s Value Acceleration MethodologyTM, which illustrates the mutual benefits of making succession planning and exit planning part of the conversation early.
You are the advisor that can change the outcome of the middle market. EPI is your partner to move from big idea to game changer. Learn how to join our global community and about the Certified Exit Planning Advisor (CEPATM), the most widely endorsed and accepted exit planning designation in the market today, by visiting www.EarnCEPA.com now.
UPCOMING CHAPTER EVENTS
2021 New York State of Owner Readiness™
We are excited to release a new regional State of Owner Readiness Report for the first time since 2019! We recently conducted research on business owners in the greater New York region to measure their readiness and attractiveness in terms of exiting their business.

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Download Free Chapters
Walking to Destiny:
11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth
Written by Christopher M. Snider, CEPA, EPI CEO/President,
2016 AM&AA Thought Leader of the Year, 2016 NACVA Industry Titan