2023 National State of Owner Readiness Report
Download the 2023 National State of Owner Readiness Report to see where United States owners stack up.
2023 National State of Owner Readiness Report
Download the 2023 National State of Owner Readiness Report to see where United States owners stack up.
2025 Generational State of Owner Readiness Report
Download the 2025 Generational State of Owner Readiness Report.
5-4-3-2-1 Whitepaper
This whitepaper takes the Value Acceleration Methodology and breaks it into 5 easy concepts.
Case Study: The Value of Transitioning a Business to its Employees
Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative.
CE Questions Day 1 Answers
Here are your answers to Day 1 of your CE questions.
CEPA Mastery Winter Retreat registration
Register for the CEPA Mastery Winter Retreat — Connect with a community of peers at an immersive retreat experience built for CEPAs looking to sharpen their skills and deepen their expertise.
CEPA Mastery Winter Retreat website
Learn more about the CEPA Mastery Winter Retreat — The Exit Planning Institute's premier experience for the top CEPAs in the world.
Decentralizing the Business Owner
Do you know the risks in with a business that is completely dependent on the owner?
EPI Academy: Basics of Value Acceleration
This course was created as an introduction to exit planning for both business owners and advisors. Kickstart your exit planning education.
EPI Academy: CEPA Program Exam Prep Course
What is the secret to passing your Certified Exit Planning Advisor (CEPA) Exam? It's as simple as understanding what you need to know on exam day and this course will help you discover that.
EPI Academy: Determining Enterprise Value
What’s your business worth in the open market? Discover the language, terminology, and numbers involved in the business valuation process, and how they are applied in real-life scenarios.
EPI Academy: Marketing for the Professional Advisor Masterclass
This five-part, on-demand, interactive masterclass arms you with clear techniques and strategic implementations to improve marketing and sales performance.
EPI Academy: Practice Launch Lite
It isn’t enough to hold a credential. You must know how to position yourself in the marketplace for business development, practice management, and client delivery success.
EPI Academy: Team Building - Defining Well Functioning Teams
Gain a better understanding of why, when, and where to utilize teams, as well as impactful tools and strategies to put your knowledge into practice.
Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners
When deciding to exit their business, an owner has several internal and external exit options to consider. This case study explores the various exit options an owner has to choose from.
Five Stages of Value Maturity Infographic
An in-depth look at the Five Stages of Value Maturity
Terms of Use
Read the Exit Planning Institute Terms of Use.
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Thrivent Approved Content: Public
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Thrivent Approved Workshops: Public
Pieces that have been approved for use through the Thrivent compliance department.
Walking You Through the Perfect Exit Whitepaper
We dive deep into the importance of personal planning and uncovering your personal purpose.
WTD Supplemental Resources
View exercises, guidelines, and examples complimenting the content found inside Walking to Destiny