Exit Planning Institute


Credentialed Membership Benefits

Become the Next Value Advisor through CEPA


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The Certified Exit Planning Advisor™ (CEPA™) is not just another credential; it is a solution. CEPAs learn how to use the Value Acceleration Methodology™ and how to advise business owners and their families on action plans and strategies that address the “three legs of the stool.”  Credentialed Membership is exclusively available to professional advisors who are in pursuit of or have earned CEPA designation.


NOTE: Advisors who are interested in earning the CEPA and would like access to larger support on topics of business development implementation, ongoing webinar training with CE credit, or monthly mentoring, should consider the Full Membership package.

Credentialed Member Benefits:

Professional Designation & Advisor Tools

  • The Certified Exit Planning Advisor™ (CEPA™) Credential
  • Licensed use of the Value Acceleration
  • Practice “Launch” Tool Kit with sample engagement letters, presentations, report templates, etc. NEW
  • EPI surveyed billing data and pricing models NEW
  • Discounts on Alliance Partner Products and Services

Marketing Tools & Awareness Campaigns

  • Exit Planning Specific Integrated Marketing Strategy Template NEW
  • Downloadable Quarterly Personalized eNewsletters NEW
  • National CEPA Exposure through EPI PR, Media, and Awareness Campaigns NEW
  • Regional Owner-Targeted Marketing and Awareness Campaigns NEW
  • Public Profile in the EPI Member Directory
  • Opportunity to be listed in the EPI Speakers Bureau NEW
  • Downloadable Value Acceleration Methodology web & marketing content
  • Certified Exit Planning Advisor (CEPA) Seal and EPI Logo
  • Unlimited access to EPI Online Content Library

Interactive Support & Business Development Networks

  • Monthly Best Practices Mastermind Roundtable Virtual Group NEW
  • Unlimited email access to the Master Mentorship Network for professional advice and questions NEW
  • Speaking opportunities at local EPI events, Chapter Meetings, and Owners Forum NEW
  • EPI Member LinkedIn Groups & Discussion Forums moderated by EPI Mentors & Leadership NEW
  • Discounts on local EPI Chapter Meetings

Continuing Education (CE) & Research

  • Discounts on all NACVA Live Programs and Events NEW
  • Registration for & Access to recordings of EPI Public Webinar Series
  • Major Projects and Industry Reports, including the State of Owner Readiness™ Survey
  • Unlimited access to Professional Education Archives
  • Discounts on all EPI Programs, Events, and Books (excluding CEPA Training)

Additional Membership Packages

As the exit planning profession continues to climb and more advisors adopt value acceleration thinking into what they do, EPI strives to be your partner in exit planning and a valuable resource to your firm as you position yourself for future successes. After supporting thousands of professionals across the marketplace, we are pleased to launch the two newest 2018 Membership models for the exclusive purpose of proving custom support to CEPAs in the areas they want most: (1) executive mentorship in strategy and marketing & (2) owner engagement content.

Mastermind Membership:

For CEPAs who want to take their strategy, professional development, and execution to the next level. This upgraded membership will provide CEPAs an opportunity to receive virtual peer group mentoring, structured around your individual one, three, and five-year goals. This level has all the Credentialed Membership benefits plus:

  • Monthly Virtual Peer-to-Peer Executive Strategy Sessions
  • One Annual Face-to-Face Executive Strategy Session (HOSTED AT EXIT PLANNING SUMMIT)
  • Discounted Summit Rate: $700
  • One-Page Strategic Framework development (+ONE COPY OF SCALING UP BY VERNE HARNISH)
  • 12 Deep Dive Webinars (UP TO 24 HOURS OF APPROVED CE CREDIT)

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Owner Engagement Membership:

For CEPAs invested in growing their market impact while deepening client relationships using education, thought leadership, and best-in-class content. The Owner Engagement Membership platform provides you access to licensed owner education content and executive coaching in the areas of exit planning engagement execution and marketing strategy. This level is the only advisor
membership in the exit planning industry that offers the newly-released Owner Roundtable Series, a proven, transformational piece of your business development strategy. Additional benefits include:

  • Owner Roundtable (ORT) Series:
    • The Four C’s; The Five Stages of Value Maturity; The Reunion
    • ORT Marketing: Invitations, digital, email templates
    • ORT Delivery: Scripts, materials, presentations, handouts
    • ORT Training: Virtual training with your execution team
    • ORT Assessment: Initial Analysis of existing client opportunities
  • One case of Walking to Destiny [smal](36 BOOKS)[/small]
  • Quarterly access to newly-developed, exclusive content
  • Annual Marketing Assessment
  • Quarterly Executive Coaching with Christopher Snider (EPI CEO & ORT CREATOR)
  • Bimonthly Marketing Coaching with K. Brooke Norman (EPI VICE PRESIDENT, MARKETING)
  • Discounted Summit Rate: $700
  • One Annual Face-to-Face Executive Strategy Session (HOSTED AT EXIT PLANNING SUMMIT)

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