Exit Planning Institute

THANK YOU FOR YOUR FEEDBACK

YOUR MEMBERSHIP SATISFACTION SURVEY HAS BEEN RECEIVED

The Power of Feedback

Thank you for participating in the EPI Member Satisfaction Survey. Your responses and ratings are used by the customer experience and executive management team to ensure your membership needs and expectations are being met in accordance with our customer commitment standards. We aim for best-in-class performance and look forward to meeting and exceeding your expectations for years to come.

Take Advantage of EPI Member Exclusive Benefits

As a part of your membership, you are entitled many benefits, including:

  1. Monthly Member Access Webinars with Customer Experience Manager, Josh Koza
  2. Discounts on alliance products like Value Opportunity Profile, Value Builder System, MAUS Business Systems, NACVA programs, and more
  3. Downloadable quarterly eNewsletter templates
  4. Hundreds of webinar recordings for educational and business development use
  5. Monthly Advanced Deep Dive Webinars, awarding continuing education credits *for mastermind and owner engagement membership levels
  6. Discounted member rates to attend local chapter events *where available
  7. Discounted member rates to attend the annual Exit Planning Summit
  8. Personalized ‘Find-A-CEPA’ profile on the searchable, public directory
  9. White label content you can use in your business development, marketing, and/or client engagements
  10. Monthly CEPA Virtual Roundtable discussions on hot topics, common obstacles, and best practices.
  11. And more!

If you are not currently taking full advantage, please reach out to your Member Experience representative or visit the EPI Member Center to start utilizing your benefits now.

Need CE credits? Explore the Exit Planning Summit.