EPI Announcement: Three New CEPA Training Center Locations

Now Open: Six New 2019 CEPA Programs

As a part of our brand promise, Exit Planning Institute is pleased to announce three new CEPA program locations. The expansion of our lineup is a direct response to the growing demand and opportunity that exists in the Pacific Coast, the Midwest and the Northeast Region. There are a lot of advisors like you who have been asking for tese accessible program locations.

Dedicated to expanding into new regions and increasing frequency to fill the demand so more CEPA candidates the program each year provide in-town education opportunities, we are pleased to announce that we are coming to San Diego, CA, New York City, NY, and Cleveland, OH.

High-quality programs that are less than a flight away make valuable education that much easier to fit into your already tight schedule.

Back by Popular Demand: San Diego, CA

San Diego La Jolla as a location for CEPA programSan Diego is now back in the CEPA lineup! We will be kicking off 2020 with CEPA San Diego from January 27 – 31. The San Diego program will both be hosted at the luxurious Estancia La Jolla Hotel & Spa’s Learning Theater.

Enhanced Experience in Headquarter City: Cleveland, OH

Right in the backyard of our headquarters, we will be hosting a program at the elite InterContinental Hotel from April 27 – May 1. Due to this program being a marquee strategic coming together for EPI global headquarters, attendees will be exposed to a heightened injection of expertise in one of America’s best kept secret cities.

Hitting the Northeast Region: New York City, NY

If you have been waiting for CEPA to come to the Northeast, your wait is over! CEPA will be in New York City July 20 – 24 2020. Full program details for New York City will be released September 15.

Fulfilling Our Brand Promise

The EPI stands on three pillars: providing best industry content, ongoing prctice support and owner education resources.  At EPI we believe that in order to boast that you support best industry content, you must provide accessibility to the best programs and knowledge, high quality experts and local, national, and regional opportunities.

To ensure the best learning experience possible, EPI hosts the CEPA program at premier learning centers across the United States. Check out more about these programs:

  • January 27 – 31, 2020: San Diego [learn more]
  • March 26 20, 2020: Atlanta [live September 28]
  • April 27 – May 1, 2020: Cleveland [learn more]
  • May 18 – 22, 2020: Chicago [live September 28]
  • July 20 – 24, 2020: New York City [live September 15]
  • August 17 – 21, 2020: Chicago [live September 28]
  • October 19 – 23, 2020: San Diego [live September 28]
  • November 16-20, 2020: Southeast [live September 28]
We take our brand promise of “Best Industry Content” seriously and I think it extends to how that content is experienced. For those of you who have attended the CEPA credentialing program, you already know that EPI doesn’t host programs at just any hotel. For those who haven’t, know this: EPI hosts every CEPA program at a learning facility (not a ballroom with classroom seating, wrapped candies, and hotel pens). You will experience top-notch quality in venue and facility, which includes your daily full-breakfast service, spacious learning center with power, wifi, and comfortable seating, delicious daily lunch service (conducive to the needs of a learning mind versus standard catering that can make you sluggish), and afternoon power snacks that will give you the mental perk up you want when you need it most. There’s different ways to host an intensive, interactive, hands-on professional development program. We created a memorable, best-in-class learning environment that sets you up for success, for learning, for testing, and for enhanced recall so you can easily retain and use what you learn at CEPA when you head back to the office the following Monday. That’s the EPI difference if you ask me.Scott Snider, Vice President, Exit Planning Institute

In past years, every CEPA program has sold out and required advisors to choose “next best” options which can be difficult due to the high demand you have on your time. To meet your demand and ensure you have multiple training opportunities that fit your preference and schedule, we have expanded our lineup to eight programs for 2020. Thank you for always being vocal about the needs and demands when it comes to your educational goals. We continue to grow and thrive based on your education needs.

The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools to help them advance their practice in a transitioning marketplace.

EPI is proud to offer the CEPA program which qualifies for up to 34+ continuing education credits and is approved by 12 major designation authorities. Get details now.

The Certified Exit Planning Advisor (CEPA) designation is also endorsed and approved for use at hundreds of major organizations including BDO, BNY Mellon Wealth Management, HighTower Advisors, Leading Edge Alliance, Mass Mutual, NACVA, Pacific Life, PNC, UBS Financial Services, Bank of America, and America’s Small Business Development Centers. Contact EPI to see if your organization is on the list. [email Jesse Hudson | EPI Director of Business Development]

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 www.EarnCEPA.com today.