
EPI ACADEMY COURSES
BUILD, EXPLORE, AND MASTER NEW EXIT PLANNING SKILLS WITH ONLINE CLASSES TAUGHT BY INDUSTRY PROS.
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Value Growth Case Study
Join veteran CEPA, Sean Hutchinson, to gain a better understanding of how the Value Acceleration process can play out, and how to identify the value drivers and killers throughout.

Private Equity Deep Dive
Dive into the private equity investment process. Utilizing a case study example that showcases what takes place in the beginning stages of sourcing a transaction, all the way until exit.

Implementing Exit Planning Into Your M&A Practice
Gain powerful tools and vital information on how to add exit planning services to your already established practice and ultimately make a much more significant impact on clients.
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The 21-Step Guide to Succession and Exit Planning
Dr. Craig West shares his own proven succession process used with over 800 business owners. Showcasing how the Value Acceleration Methodology can be adapted.

Family Enterprise Transitions
Learn how to help business family clients transition successfully to the next generation, focusing Value Acceleration efforts on the entire family, instead of just the owner.

ESOP FAQs
Learn the answers to some of the most frequently asked questions that business owner's often have when it comes to employee stock ownership plans.
Business Owners

Selling to
Business Owners
Learn how to identify, attract, nurture, and close qualified candidates in your target market of business owners.

Implementing Value Acceleration as a Financial Advisor
See how financial advisors can incorporate the Value Acceleration MethodologyTM into your client services, and your own practice.
Planning Practice

Accelerate Your Exit
Planning Practice
Join award-winning CEPA, Julie Keyes, as she takes you through everything she has learned over the years in building a successful exit planning practice.