Exit Planning Institute


See How the CEPA Credential has improved Real Advisor’s Practices

View stories from our CEPAs in a collection of case studies highlighting how the CEPA credential has changed their practice.


Incorporating your CEPA® Education in an M&A Practice

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Utilizing the CEPA Credential as a CPA

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How To Use Your CEPA in a National Firm

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How CEPA Can Help Maximize Business Value

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Unlock Greater Business Value with the CEPA Credential

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A Comprehensive Approach to Exit Planning

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Finding Value in the CEPA Community

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Utilizes both EOS® and CEPA® to Provide Value to Business Owners

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Client Testimonials

Erin Niehaus, CEPA®, CFP®
Vice President, Private Banking JPMorgan
"As a former institutional investor and equity research analyst, I found the value acceleration methodology intuitive, concise, and helpful."
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"It is a great distillation of value enhancers for almost any business. What I took the most out of though, was the team nature of providing services and how to best help on the personal side.”

Matthew R. Barrette, CEPA®
Senior Financial Consultant at Market Square Advisors
"I have worked to integrate different CEPA principles into my own company that have helped to move the needle internally."
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"I have also worked to expand my network of professionals to team up with and refer with in the future. The CEPA® is a differentiator for me in my area of practice, which has already opened up some new opportunities."

Justin Goodbread, CFP®, CEPA®
Founder of Heritage Investors, Contributor to Forbes Finance Council, and Author of Financially Simple
"CEPA® is exactly what I have been looking for now for years."
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"I am working, and have been for years, as a ‘Quarterback’. I have written about this process in many national publications. The process is going to supercharge my practice! A sincere thank you!!!”

Jan Graybill, CFP®, CLU, ChFC, CEPA®, MSFS
CEO & Managing Partner of Legacy Planning Partners
"As a result of my education and certification from EPI, I am much better prepared to work in the exit planning market."
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"In addition, the materials and educational support I receive on an ongoing basis from EPI is far superior to other programs that specialize in this market."

Scott Ven Den Berg Headshot
Scott Van Den Berg, CEPA®, CFP®, ChFC®, AIF®
Financial Advisor, Century Management
"I have been in the business for 32 years and have the CFP®, ChFC®, AIF®, and a few other designations. I want you to know that the CEPA® program is my favorite of all time."
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"I loved the content, and incorporating CEPA advisory services is a direction I want to take my firm. I appreciate the process, methodology, and the EPI way of organizing the instruction and content. EPI has done an outstanding job with the CEPA program and I am proud to be part of this community for the opportunity to learn, collaborate, and be part of a wonderful group of professionals.”

James Sorey Headshot
James Sorey, CEPA®
Regional Director, New Age Advisors
"Going through the program has given me an early edge in understanding and educating potential acquisition partners."
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"More importantly, this has given me better insight into the internal struggles many of these advisors face in making a movie in the first place. I have been in the space for over 20 years and feel like I am just now learning what to do."


Join the Certified Exit Planning Advisor Community today!