November Masterclass

THE FIRST-OF-ITS-KIND VIRTUAL CLASSROOM EXPERIENCE  |  2020 NOVEMBER CEPA CREDENTIALING PROGRAM

Now Available: CEPA Online



Now there is a better way to learn online.

Developed to exceed your expectations of run-of-the-mill webinar training, the EPI Masterclass™ is a five-day virtual classroom experience that trains and certifies qualified professional advisors with the Certified Exit Planning Advisor (CEPA) designation in the field of exit planning. The masterclass was designed fill the growing need of the industry. As we began to experience these unprecedented times of mass stay-at-home orders alongside our members, we expedited the release. Why? Because we believe in transformational training. EPI wants to deliver the entire industry a best-in-class alternative to standard webinar training. This is not just another webinar training you’ll take alone in your home office. EPI Masterclass™ is a production-quality, first-of-its-kind, edu-series experience delivering one-on-one live, simulated education in a way that you will retain and put to use immediately.

If you work with business owners, don’t wait. The need has never been higher and there has never been a better way.

Register Now Learn Methodology Meet the Faculty

EPI Masterclass Simplified

Remastered to Deliver the Most Accepted & Endorsed Exit Planning Program in the World in a Virtually Simulated Classroom.

Those who successfully complete the EPI Masterclass™ or EPI Executive Experience™ training and pass the closed book proctored exam are awarded the Certified Exit Planning Advisor (CEPA) credential (plus up to 25 continuing education credits with major professional associations).

Now Approved for up to 21.5 CPE Hours & 14.5 CFP® Credits

Earn CE Credits Now

Learn the Value Acceleration Methodology


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. 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. Certified Exit Planning Advisors (CEPA) are educated on how to create and communicate all of the exit options available to an owner.  Being versed in the Value Acceleration Methodology enables an advisor to enter an engagement with an exit-option-agnostic perspective to truly serve the business owner’s diverse needs.

Want to get ahead on your pre-reading?  Download the Value Acceleration Methodology origin story and case study now.

 

Download 'The Perfect Exit' Chapter

 


Meet Your EPI Masterclass Experts


EPI Masterclass™ is powered by a lineup of hyper-engaging thought leaders and industry experts. Each day, you will be transported into the CEPA Virtual Classroom to learn one-on-one style with up to five different, wildly-accomplished practitioners who know how to use core concepts from the field of expertise in creative ways to solve business problems. Each member of your EPI Masterclass™ Faculty will deliver comprehensive lessons that reinforce the exit planning body of knowledge while complementary those facts with real-life case studies that will enrich your understanding while keeping you glued to the screen.

Use the links below to connect with your upcoming EPI Masterclass™ experts. You can also explore the full CEPA faculty directory by clicking here.

 

Amy Wirtz

Amy Wirtz

Importance of Teams
Contributing from Cleveland, OH

Link with Amy

Bobby Kingsbury

Bobby Kingsbury

Understanding Private Equity
Contributing from Cleveland, OH

Link with Bobby

Chris Snider

Chris Snider

Author of Walking to Destiny
Contributing from Cleveland, OH

Link with Chris

Dave Long

Dave Long

Basics of Business Valuation
Contributing from Cleveland, OH

Link with Dave

EPI Narrator

EPI Narrator

Reinventing and Enhancing
What It Means to Learn Online

Watch Video

Joe Strazzeri

Joe Strazzeri

Estate, Tax, and Charitable Intent
Contributing from San Diego, CA

Link with Joe

Justin Goodbread

Justin Goodbread

Financial Planning for Owners
Contributing from Knoxville, TN

Link with Justin

Leslie Lauer

Leslie Lauer

ESOP as an Exit Strategy
Contributing from Atlanta, GA

Link with Leslie

Melanie Wall

Melanie Wall

Intro to Value Enhancement
Contributing from Cleveland, OH

Link with Melanie

Mike McGrann

Mike McGrann

Navigating Family Transitions
Contributing from Philadelphia, PA

Link with Mike

Scott Mashuda

Scott Mashuda

M&A and Third-Party Sales
Contributing from Cleveland, OH

Link with Scott

Scott Snider

Scott Snider

Exit Planning Reinvented
Contributing from Cleveland, OH

Link with Scott

 

CEPA IS A DIFFERENTIATOR FOR ME

CEPA IS A DIFFERENTIATOR FOR ME

-Matthew R. Barrette, CEPA, Wealth Manager, Market Square Advisors

AS A CPA, NOTHING IS MORE IMPORTANT THAN EXIT PLANNING.

AS A CPA, NOTHING IS MORE IMPORTANT THAN EXIT PLANNING.

-Bill Kenedy, CPA/ABV, CFF, CEPA, Partner at Lutz & Company PC

FAR SUPERIOR TO OTHER PROGRAMS

FAR SUPERIOR TO OTHER PROGRAMS

-Jan Graybill, CFP®, CLU, ChFC, CEPA, MSFS, CEO & Managing Partner of Legacy Planning Partners

Preparing for the Course


Participants who successfully complete the CEPA training (via EPI Masterclass™ or EPI Executive Experience™), and pass the closed book proctored exam, receive the Certified Exit Planning Advisor® (CEPA®) credential. The CEPA program now qualifies for continuing education credits with twelve major professional associations. This makes the CEPA program the most widely accepted and endorsed professional exit planning program in the world.

Applicant Criteria

To qualify for the CEPA® designation, you must meet the minimum professional and educational experience required.

Professional Experience Requirement:
Five or more years of experience (full-time or equivalent) working directly with business owners as a CFO or controller, financial advisor, attorney, CPA, business broker, investment banker, commercial lender, valuation advisor, estate planner, insurance professional, business consultant or similar professional capacity; or Ten or more years of experience as a business owner operating a privately-held business.

Unsure if you meet our criteria or have special circumstances? Please contact our Sales Team

Education Requirement:
Bachelor’s degree or equivalent from a qualifying institution.

Note: Applicants without a qualifying degree must submit additional professional work experience.

Program Fees

The EPI Masterclass tuition is $1,700 which includes:

  • Five-Day Training: Live Broadcast/Self-Study Hybrid Experience
  • CE Credit: Up to 25 Hours of NASBA Continuing Education Credit
  • Membership: One-Year EPI Credentialed Annual Dues
  • EPI Masterclass Toolkit: Printed materials shipped directly to your home or office!
  • Pre-Reading Books: Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value and Unlock Wealth by Christopher Snider; The $10 Trillion Dollar Opportunity by Richard Jackim and Peter Christman
  • EPI Masterclass CEPA Workbook: Presentations, Ignition Controls case study, self-study exercises, appendix, and more
  • CEPA Exam Study Guide including sample questions and summarized overview per module
  • CEPA Proctored Exam Fee: Test administered via ProctorU
  • CEPA Proctored Exam Test Prep Web Coaching: Four-part Zoom series with the body of knowledge review and faculty insights
  • Three-Year CEPA Certification upon successful completion of the exam
  • EPI Online Library Subscription including ready-to-use exit planning marketing tools and CEPA Launch template

Education That Delivers Results


The Exit Planning Institute is committed to providing transformational educational experiences. We work with experts to create immersive learning environments (face-to-face and in the cloud) to ensure that every attendee can prepare effectively before arriving on Day One, participate, collaborate and stay engaged during training, and thrive after passing the CEPA exam. We are proud to deliver the Certified Exit Planning Advisor® (CEPA) Credentialing Program in two ways: EPI Executive Experience™ ―hosted in world-class learning facilities and universities across the country― and EPI Masterclass™ ―live virtual broadcast simulation unlike any online certification you have experienced before. The Certified Exit Planning Advisor® (CEPA) credential is the most widely endorsed and accepted exit planning designation in the world. Ask yourself: How do I want to earn CEPA?

EPI Executive Education Logo

―National Face-to-Face Executive Education Experience―

Upcoming CEPA Locations:

2020 San Diego 2021 San Diego 2021 Cleveland 2021 Chicago

EPI Masterclass Simplified

―Full-Scale Virtual Classroom Production for Optimized Learning―

Upcoming Virtual CEPA Broadcasts:

OCT 2020 NOV 2020

Changing the Outcome for Owners Together


EPI wants to make CEPA training and exit planning more accessible than ever. We want to change the outcome for business owners. The need for reliable strategic advice and risk management expertise has never been greater. In fact, it’s essential.

Business owners all over the world need advisors like you who can help them identify value drivers and killers that are holding them back or sitting within reach today. They need professionals who know how to manage and lessen risk in the business and in their overall portfolio. Entrepreneurs want to create valuable, transferrable companies (and quickly) to achieve the financial, business, and personal goals they set out to accomplish when they began.

You can help them stabilize, harvest that value, and develop wealth beyond income. You will learn how to manage value and how to use exit planning as good business strategy with EPI Masterclass™. You are the advisor an owner will rely on as an essential part of business success.

Beyond the credential, EPI is your partner in exit planning bringing you the best content in the industry, ongoing advisor support, and resources you can leverage for owner education. your EPI membership will provide access to many member benefits, including a searchable knowledgebase, templated tools, and advanced skills you can leverage to deliver exemplary exit planning strategies, advice, and support for your clients. Whether you attend CEPA in the EPI Masterclass or EPI Executive Experience program, your tuition includes one year of Credentialed Membership benefits.

Member Benefits Beyond CEPA

CEPA displays a heightened degree of professionalism

CEPA displays a heightened degree of professionalism

-39-Year Business Owner and Insurance Professional, CEPA since 2009

The best exit planning designation out there

The best exit planning designation out there

-Financial Planner, CEPA since 2016

CEPA has started the evolution of my business practice

CEPA has started the evolution of my business practice

-UBS Financial Advisor, CEPA since 2019