Issue One: The Annual Exit Magazine
Issue One: The Annual Exit Magazine
The Annual Exit is a valuable resource for professionals in the exit planni..
Know Your Gaps
Know Your Gaps
Three numbers every business owner should know and manage to meet their goa..
Phase 1 Stage 1: The Value Maturity Index - Identifying Value
Phase 1 Stage 1: The Value Maturity Index - Identifying Value
Materials to use within the Value Maturity Index: Identifying Value portion..
The Impact of Unplanned Consequences on Business Value Whitepaper
The Impact of Unplanned Consequences on Business Value Whitepaper
Learn how professional advisors help mitigate the risks associates with the..
The Value Acceleration Methodology
The Value Acceleration Methodology
Download to utilize in your exit planning education or training with owners..
Top Questions To Ask Your Business Owner's Advisors
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Top Questions To Ask Your Business Owner's Advisors
A detailed list of questions to ask your business owner's advisors written ..
120-Day CEPA Playbook: Download the Playbook
120-Day CEPA Playbook: Download the Playbook
For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..
2022 Colorado State of Owner Readiness Quick Look Brochure
2022 Colorado State of Owner Readiness Quick Look Brochure
Review the most notable statistics and findings from the 2022 Colorado Stat..
2022 Colorado State of Owner Readiness Report
2022 Colorado State of Owner Readiness Report
Download the 2022 Colorado State of Owner Readiness Report to see where Col..
2023 National State of Owner Readiness Report
2023 National State of Owner Readiness Report
Download the 2023 National State of Owner Readiness Report to see where Uni..
2024 Webinar Series
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2024 Webinar Series
Join us as EPI interviews our 2024 speakers about their experiences.
2025 Webinar Series
2025 Webinar Series
Join us as EPI interviews our 2025 speakers about their experiences.
5-4-3-2-1 Whitepaper
5-4-3-2-1 Whitepaper
This whitepaper takes the Value Acceleration Methodology and breaks it into..
5-4-3-2-1 Whitepaper
5-4-3-2-1 Whitepaper
This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..
A Look Inside The Unique World of - Value Creation Whitepaper
A Look Inside The Unique World of - Value Creation Whitepaper
EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..
A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
Download the sample case study to use with business owner clients or in wor..
Access My Courses
Access My Courses
Navigate to your purchased EPI Academy content.
Best-In-Class Whitepaper
Best-In-Class Whitepaper
At Exit Planning Institute® (EPI), being best-in-class is a deliberate choi..
Beyond CEPA Roadmap
Beyond CEPA Roadmap
The Beyond CEPA Roadmap is designed to provide Certified Exit PlanningAdvis..
Business Attractiveness Scorecard
Business Attractiveness Scorecard
See how ready an owner is and what steps they should take first when prepar..
Case Study: A Framework To Build Value In Your Business
Case Study: A Framework To Build Value In Your Business
A Case Study on how to apply the Value Acceleration Methodology in your bus..
Case Study: CEPA and CPAs
Case Study: CEPA and CPAs
Learn how CEPA, Stacy Kuxhausen is utilizing her exit planning expertise in..
Case Study: CEPA and EOS
Case Study: CEPA and EOS
Learn how CEPA, Renee Russo, is utilizing her exit planning expertise in he..
Case Study: CEPA and M&A
Case Study: CEPA and M&A
Learn how CEPA, Rick Krebs, is utilizing his exit planning expertise in his..
Case Study: How to Strategically Build Transferrable Value
Case Study: How to Strategically Build Transferrable Value
Learn how the Five Stages of Value Maturity impact the growth and ultimate ..
Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm
Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm
Learn how a CEPA with a national wealth management firm is utilizing their ..
Case Study: Human Capital, The Exit Planning Institute
Case Study: Human Capital, The Exit Planning Institute
How Exit Planning Institute focused on improving their Human Capital.
Case Study: The Value of Transitioning a Business to its Employees
Case Study: The Value of Transitioning a Business to its Employees
Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..
Case Study: The Value of Transitioning a Business to its Employees
Case Study: The Value of Transitioning a Business to its Employees
A case study to help owner's determine the best course of action for their ..
Case Study: Value Acceleration
Case Study: Value Acceleration
Learn more about value acceleration by downloading the case study which giv..
CEPA Development Scorecard
CEPA Development Scorecard
Track your progress and growth by completing the CEPA Development Scorecard..
CEPA: 2024 APR | Online
CEPA: 2024 APR | Online
View details and resources for your upcoming CEPA program.
CEPA: 2024 AUG | Online
CEPA: 2024 AUG | Online
View details and resources for your upcoming CEPA program.
CEPA: 2024 FEB | Online
CEPA: 2024 FEB | Online
View details and resources for your upcoming CEPA program.
CEPA: 2024 JAN | Online
CEPA: 2024 JAN | Online
View details and resources for your upcoming CEPA program.
CEPA: 2024 JUL | Online
CEPA: 2024 JUL | Online
View details and resources for your upcoming CEPA program.
CEPA: 2024 JUN | Online
CEPA: 2024 JUN | Online
View details and resources for your upcoming CEPA program.
CEPA: 2024 MAR | Online
CEPA: 2024 MAR | Online
View details and resources for your upcoming CEPA program.
CEPA: 2024 MAY | Online
CEPA: 2024 MAY | Online
View details and resources for your upcoming CEPA program.
CEPA: 2024 OCT | Online
CEPA: 2024 OCT | Online
View details and resources for your upcoming CEPA program.
CEPA: 2024 SEP | Online
CEPA: 2024 SEP | Online
View details and resources for your upcoming CEPA program.
Chapter Logos
Chapter Logos
Download your Chapter's logo to use in marketing or business development in..
Decentralizing the Business Owner
Decentralizing the Business Owner
Do you know the risks in with a business that is completely dependent on th..
Decentralizing the Business Owner
Decentralizing the Business Owner
Do you know the risks in with a business that is completely dependent on th..
Email Marketing Templates
Email Marketing Templates
Sample templated emails to begin to educate owners and advisors and build y..
EPI Chapter President Circle Meeting Notes
EPI Chapter President Circle Meeting Notes
Meeting minutes from previous Chapter President Circle Meetings can be foun..
Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners
Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners
When deciding to exit their business, an owner has several internal and ext..
First Steps
First Steps
The first steps after earning your CEPA designation.
Five Stages of Value Maturity Infographic
Five Stages of Value Maturity Infographic
An in-depth look at the Five Stages of Value Maturity
Five Stages of Value Maturity Infographic
Five Stages of Value Maturity Infographic
An in-depth look at the Five Stages of Value Maturity
From Successful to Significant
From Successful to Significant
The framework for a high value business transition.
From Successful to Significant Whitepaper
From Successful to Significant Whitepaper
Business, Personal, Financial: A Holistic Approach to High-Value Transition..
Infographic: Beyond CEPA Path
Infographic: Beyond CEPA Path
The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..
Infographic: Decentralizing the Business Owner
Infographic: Decentralizing the Business Owner
See the importance of decentralizing the owner and ensuring the business ru..
Infographic: Five Stages of Value Maturity
Infographic: Five Stages of Value Maturity
The Five Stages of Value Maturity impact the growth and ultimate sale of a ..
Infographic: The 5 D's
Infographic: The 5 D's
Educate an owner on the ways they may be forced out of their business due t..
Infographic: Who Has a Seat at the Table
Infographic: Who Has a Seat at the Table
Understand the key members on your exit planning team and the roles they pl..
Issue One: The Annual Exit Magazine
Issue One: The Annual Exit Magazine
The Annual Exit is a valuable resource for professionals in the exit planni..
Know Your Gaps
Know Your Gaps
Three numbers every business owner should know and manage to meet their goa..
Phase 1 Stage 1: The Value Maturity Index - Identifying Value
Phase 1 Stage 1: The Value Maturity Index - Identifying Value
Materials to use within the Value Maturity Index: Identifying Value portion..
The Impact of Unplanned Consequences on Business Value Whitepaper
The Impact of Unplanned Consequences on Business Value Whitepaper
Learn how professional advisors help mitigate the risks associates with the..
The Value Acceleration Methodology
The Value Acceleration Methodology
Download to utilize in your exit planning education or training with owners..
Top Questions To Ask Your Business Owner's Advisors
Top Questions To Ask Your Business Owner's Advisors
A detailed list of questions to ask your business owner's advisors written ..
120-Day CEPA Playbook: Download the Playbook
120-Day CEPA Playbook: Download the Playbook
For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..
2022 Colorado State of Owner Readiness Quick Look Brochure
2022 Colorado State of Owner Readiness Quick Look Brochure
Review the most notable statistics and findings from the 2022 Colorado Stat..
2022 Colorado State of Owner Readiness Report
2022 Colorado State of Owner Readiness Report
Download the 2022 Colorado State of Owner Readiness Report to see where Col..
2023 National State of Owner Readiness Report
2023 National State of Owner Readiness Report
Download the 2023 National State of Owner Readiness Report to see where Uni..
2024 Webinar Series
2024 Webinar Series
Join us as EPI interviews our 2024 speakers about their experiences.
2025 Webinar Series
2025 Webinar Series
Join us as EPI interviews our 2025 speakers about their experiences.