EPI ACADEMY COURSES

Build, explore, and master new exit planning skills with online classes taught by industry pros

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Basics of <br>Value Acceleration

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.

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Team Building: Defining Well Functioning Teams

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.

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Implementing the 120-Day CEPA Playbook

Implementing the 120-Day CEPA Playbook

Lay the foundation for implementing the training, tools, and knowledge gained in the CEPA program into your practice.

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Determining Enterprise <br>Value

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.

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Practice<br>Launch Lite

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.

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Marketing for the Professional Advisor Masterclass

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.

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CEPA Program<br>Exam Prep

CEPA Program
Exam Prep

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.

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