
EPI ACADEMY COURSES
BUILD, EXPLORE, AND MASTER NEW EXIT PLANNING SKILLS WITH ONLINE CLASSES TAUGHT BY INDUSTRY PROS.
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Value Growth Case Study
Join veteran CEPA, Sean Hutchinson, to gain a better understanding of how the Value Acceleration process can play out, and how to identify the value drivers and killers throughout.
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Personal Planning Deep Dive: The Art of Initiating and Guiding the Process
The Personal Planning Deep Dive course helps advisors understand the vital role of personal planning in business transitions, covering key components, resources, and the CEPA®’s role in the process.
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Accelerating Value by Maximizing Intellectual Property (IP)
The Accelerating Value by Maximizing IP course helps advisors identify, protect, and monetize intellectual property to drive business value, guided by IP expert and CEPA® Rich Goldstein.

Private Equity Deep Dive
Dive into the private equity investment process. Utilizing a case study example that showcases what takes place in the beginning stages of sourcing a transaction, all the way until exit.

Implementing Exit Planning Into Your M&A Practice
Gain powerful tools and vital information on how to add exit planning services to your already established practice and ultimately make a much more significant impact on clients.
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The 21-Step Guide to Succession and Exit Planning
Dr. Craig West shares his own proven succession process used with over 800 business owners. Showcasing how the Value Acceleration Methodology can be adapted.

Family Enterprise Transitions
Learn how to help business family clients transition successfully to the next generation, focusing Value Acceleration efforts on the entire family, instead of just the owner.

ESOP FAQs
Learn the answers to some of the most frequently asked questions that business owner's often have when it comes to employee stock ownership plans.
Business Owners

Selling to
Business Owners
Learn how to identify, attract, nurture, and close qualified candidates in your target market of business owners.