In Case You Missed It:
EPI Fall Content Roundup


The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking, and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide different avenues for top technical, business development, and applicable topics each month to thousands of advisors across the globe.

Explore upcoming chapter meetings and catch up on EPI content you may have missed.

Offering unique, interactive sessions and networking (as diverse as an exit planning team itself).

From every corner of the United States, local advisors lead projects, host owner-educational events and workshops, and conduct media-grabbing research in an effort to spread exit planning awareness to the millions of business owners nationwide that can benefit from the realization that, whether you are a Baby Boomer or Millennial entrepreneur, Exit planning is truly a business strategy. Every owner is different, and no situation is ever the same. That is why it’s important to keep up with the ever-changing business marketplace. Local chapters allow business owners to expand their network and grow their team, which, in the end, benefits business-owning clients.

Exit planning is not one size fits all which reflects in the chapter’s educational topics. Each chapter offers a wide array of topics that are relevant to each advisor that serves business owner clients.

Find your “Local Hub” now.

EPI Arizona

  • OCT 24: A World of Real Estate Expertise
  • NOV 07: Breakfast Social

EPI Capital Region

  • NOV 20: The Ins and Outs of ESOPs
  • DEC 19: A Lender’s Perspective: State of the Market”

EPI Chattanooga

  • NOV 21: Why Business Owners Choose ESOPs
  • JAN 16: Save the Date
  • FEB 20: Save the Date
  • MAR 19: Save the Date
This Chapter is sponsored by UBS Financial Services, Inc., Alderman Holdings, Community Foundation of Greater Chattanooga, Miller & Martin, Chambliss, Bahner & Stophel, P.C., Latitude Advisors, LLC, FourBridges CapitalAdvisors, LLC.

EPI Georgia

  • DEC 19: The State of Georgia, U.S., and Global Economic Outlook
This Chapter is sponsored by Carr Riggs & Ingram CPAs and Advisors and Kennesaw State University.

EPI Greater Chicago

  • NOV 05: Optimizing the Human Potential of M&A Transactions: Planning for the “Unexpected People Problems” for Ultimate Deal Success

EPI Greater Los Angeles

  • NOV 14: Creating New Revenue Now
  • JAN 09: Investments in the Cannabis Industry
  • FEB 13: Charitable Strategies and Vehicles
This Chapter is sponsored by the Jewish Community Foundation.

EPI Greater Nashville

  • NOV 05: ESOPs: Both Pros and Cons
  • DEC 03: Healthcare Private Equity Landscape in Nashville
  • JAN 07: Save the Date
  • FEB 04: Save the Date
  • MAR 03: Save the Date
This Chapter is sponsored by BNY Mellon Wealth Management, 2nd Generation Capital LLC, Bradley Arant Boult Cummings LLP, Tennessee Valley Group Inc., and FTB Advisors.

EPI Greater New York

  • OCT 23: 2019 Business Owners Forum
  • NOV 21: Social Event

EPI Greater Philadelphia

  • OCT 30: Chapter Launch – Exit Planning is Not What You Think
This Chapter is sponsored by UBS Financial Services, Inc., FPA Wealth Management, Brandywine Mergers & Acquisitions, Fox Rothschild LLP, Kreischer Miller, Bumpers & Company.

EPI Kentuckiana

  • NOV 20: Triggering Small Business Owners to Take Action
This Chapter is sponsored by UBS Financial Services Inc., Axiom Financial Strategies Group of Wells Fargo Advisors, Central Bank, Chessiecap Inc, First Financial Bank, Rudy & Associates, Tilfold Dobbins and Schmidt PLLC.

EPI Lehigh Valley

  • DEC 03: Legacy Transition – A Panel Discussion

EPI North Texas

  • NOV 8: 2019 Key Exit Planning Summit Takeaways
This Chapter is sponsored by Salmon Sims Thomas & Associates, PLLC, B2B CFO, Communities Foundation of Texas, and Gardner Wallace.

EPI Northeast Ohio

  • NOV 12: Fishing For Value: Case Study Deep Dive

EPI Northeast Wisconsin

  • DEC 04: 2019 Year in Review and Goals for 2020
This Chapter is sponsored by CLA, Epiphany Law, Journey Consulting, Sagemark Consulting.

EPI Orange County

  • NOV 04: Cannibusiness – Challenges, Opportunities, and Threats
  • DEC 12: Holiday Celebration
This Chapter is sponsored by The Founders Group and Strazzeri Mancini LLP.

EPI Pittsburgh

  • NOV 21: A Deeper Look At Family Meetings For Business Owners
This Chapter is sponsored by The Business Transition group with UBS, Metz Lewis Brodman Must O’Keefe LLC, Grossman, Yanakand Ford, PNC Mezzanine Capital,  Bank of America Merrill Lynch.

EPI Rocky Mountain

  • DEC 05: Business Owner Event: Good, Bad, and Ugly

EPI San Diego

  • NOV 13: Tax and Retirement Planning For Pass
  • DEC 11: Holiday Mixer

EPI South Texas

  • OCT 22: Deliver Value Growth and Exit Planning Services
  • NOV 14: Save the Date
  • DEC 11: Save the Date

EPI Southeast Michigan

  • OCT 24: Year-End Planning Peer Share
  • NOV 21: Holiday Social
This Chapter is sponsored by Doeren Mayhew, Doescher Group, McDonald Hopkins, Oswald Companies, UBS.

EPI St. Louis Metro

  • DEC 19: EPI & The Exit Planning Community

EPI Twin Cities Metro Area

  • NOV 14: Personal Liability Risk – Are Owners Rolling-the-Dice
  • DEC 10: Copperwing Distillery Tour & Networking Social
This chapter is sponsored by Simma Flottemesch and Orenstein, Wilkerson Guthmann, Stiles Financial Services Inc., Marsh Private Client Services, Stoel Rives LLP, and Sunbelt Business Advisors.

EPI West Michigan

  • OCT 29: Working Through the Process and Numbers – Panel Discussion
  • NOV 26: Working Through the Process and Numbers – Panel Discussion
This chapter is sponsored by Prometis Partners, NuVescor Mergers and Acquisitions, and Rehmann.

EPI Wisconsin

  • NOV 14: 2019 Wisconsin Owners Forum

Explore the full network now.

Don’t see a chapter in your area? Explore and find all 32 chapters.

Online Education

The Exit Planning Institute believes in constant professional development.  You can always continue to learn and grow. We strive to bring you consistent, thought-provoking and topical broadcasts, to help you, your business, and your clients.  EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe. Below are some of the most attended webinars:

Ask the Expert Series

  • Optimizing Value While Safeguarding Your Assets: Exit Planning With Nevada Estate Planning Strategies [download now]

Free Exit Planning Education

Deep Dive Webinar Series

Monthly Member Access

Explore the complete line up of education.

Want to enhance your exit planning education? Check out to enhance your exit planning education.

Exit Planning Insights

Review Exit Planning Institutes insights and announcements that you have have missed. Make sure you are up to date on the 2020 CEPA program announcement, all that happened at our 2019 Exit Planning Summit, how to improve your marketing, and more.

Keep up to date with exit planning news.

Connect with the content that is changing the way business owners think about exit planning and succession planning at

More than a credentialing company.

“This Methodology is Going to Supercharge My Practice!” -Justin Goodbread, CEPA, CFP®

Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.

Exit planning is not just a plan (or a keyed-in report to print out for an owner). It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. It aligns the business, personal, and financial needs of the owner. Good exit planning utilizes the Value Acceleration Methodology™ to move clients through discovery, prepare, and decide gates. Certified Exit Planning Advisors (CEPA) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective as to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project. [view the award-winning methodology]

“Why did I earn CEPA when I already had an exit planning designation? Simple, the network. The quality of the EPI advisor network is unmatched.” -Paul Meyer, CEPA, CBEC

Do you consider your COIs or your referral network as the #1 source for new business? Look no further for your next membership affiliation. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world. [find a CEPA in your area]

“As a CPA, nothing is more important than exit planning.” -Bill Kenedy, CPA/ABV, CFF, CEPA

Our founders paved the way for the organization we are today. In the past three years alone, EPI has grown by more than ten times. We support and enable thousands of professional advisors who are leading the way in their local marketplaces across the globe. We invite you to join the community and experience the EPI difference.

We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 900 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future. [explore the EPI history timeline snapshot]

“You want to have the best credential in the industry. So my advice is that you have to go with Exit Planning Institute.” -Vincent Mastrovito, CEPA, CBEC

Do you want help in an increasingly commoditized or oversaturated marketplace? Do you want just another designation for your business card or do you want the credentialing education that helps you adapt and thrive in a rapidly changing industry? You’ve come to the right place.

The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe made up of 15 countries, 44 U.S. States and representing over a dozen different professional disciplines. To serve this elite and cross-functional community on one major platform, EPI produces the best content as it relates to exit planning, succession planning, and value acceleration, provides ongoing advisor support and practice development, and creates connectivity to transitioning business owners. [connect with us today]

Explore the unmatched professional development experience and gain your next competitive edge in 2019.

The Certified Exit Planning Advisor (CEPA) Program is the most widely endorsed and accepted exit planning designation in the marketplace today. Experience the EPI difference and determine if earning the CEPA designation is the next strategic move for you to reinvent yourself in a changing marketplace. Visit today.