Announcing the 2020 EPI
Local Chapter Event Schedule


The Exit Planning Institute (EPI) supports more than 25 local chapters from coast-to-coast (and counting). Every chapter is a hub for advisors, leaders, and experts to network with complementary disciplines to his/her specialty, earn continuing education, and collaborate on exit planning projects.

Every chapter is led by a top Certified Exit Planning Advisor (CEPA) and a local leadership team to cultivate a go-to source for advisors and business owners alike. As natural collaborators, these chapters forge strong bonds with influential organizations including local media outlets and business journals, colleges and universities, as well as major brands in the financial/professional services space and reputable member associations like AICPA, AM&AA, ACG, NACVA and more.

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 simply good business strategy.

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

Exit planning is not one size fits all and neither are the educational topics offered monthly! The content offers a wide array of topics that appeal to any advisor that serves business owner clients and wants to ensure that the business doesn’t cease to exist when the owner inevitably exits.

Twice a year, the local leaders release new programs so you can mark your calendar and use your chapter as a reliable platform to sharpen your skills (and grow your referral pipeline simultaneously). Check out the educational lineups below and make plans to participate in 2020 as a key part of your professional development and business development strategy!

Find your “Local Hub” now.

EPI Arizona

EPI Georgia

  • JAN 16: Healthcare Valuation: The Ins and the Outs and What’s Hot
  • FEB 20: How to Think Bigger, Scale p, and Multiply a Business

EPI Greater Boston

  • FEB 19: M&A Activity in Lower Middle Market
This Chapter is sponsored by Blum Shapiro, Capstone Headwaters, John T. Chipman Company LLP, Nixon Peabody, and UBS Global Wealth Management.

EPI Greater Los Angeles

  • JAN 9: Alternative Investment Opportunities
  • JAN 23: New Year’s Mixer to Celebrate the New Year
  • FEB 13: An Overview of Charitable Strategies and Vehicles
  •  MAR 12: Unlocking Tough Negotiations with Creative Solutions
This Chapter is sponsored by the Jewish Community Foundation.

EPI Greater Nashville

  • JAN 7: Macro-Economic Update on the Global Economy
  • FEB 4: Save the Date
  • MAR 3: 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 Kentuckiana

  • JAN 15: The 5 D’s of Business Exits
  • FEB 12: Breaking-Up with Your Business
  • MAR 18: Let’s Make a Deal
  • APR 8: Business is More Than a Joke
  • MAY 13: Are You Smarter Than a Business Owner
  • JUN 11: End the Season on a High Note
This Chapter is sponsored by UBS Financial Services Inc., Blue & Co., LLC, Tilfold Dobbins and Schmidt PLLC, Rudy & Associates, and Central Bank.

EPI Lehigh Valley

EPI Northeast Ohio

  • JAN 14: Find, Hire and Keep Them…Manufacturing Staffing Today
  • FEB 20: Chapter Social at Topgolf!
  • MAR 19: Business and Estate Document Integration

EPI North Texas

  • JAN 10: 2020 State of the North Texas Chapter
  • FEB 14: Building Value in a Business: Fishing for Value Case Study (Part 1)
  • MAR 13: Building Value in a Business: Fishing for Value Case Study (Part 2)
This Chapter is sponsored by Salmon Sims Thomas & Associates, PLLC, B2B CFO, Communities Foundation of Texas, and Gardner Wallace.

EPI Northeast Wisconsin

  • FEB 5: Top 6 Common Mistake a Business Owner Makes When Selling
  • APR 8: Save the Date

EPI Orange County

  • JAN 9: A Case Study with a Business Owner Who Has Been In and Out
  • FEB 13: Four Topics in Ten
  • MAR 12: Family Business, Voters Concerns, Legislative Solutions
  • APR 9: Save the Date
  • MAY 14: Nevada Trusts for Business Owners
  • JUN 11: Save the Date
This Chapter is sponsored by The Founders Group and Strazzeri Mancini LLP.

EPI Twin Cities Metro Area

  • FEB 13: Is an ESOP for You? Removing the Mystery
  • MAR 12: Succession Planning vs. Exit Planning
Sponsored by Simma Flottemesch and Orenstein, Wilkerson Guthmann, Stiles Financial Services Inc., Marsh Private Client Services, Stoel Rives LLP, and Sunbelt Business Advisors.

EPI Wisconsin

Explore the full network now.

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

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 2020.

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.