
EPI ACADEMY COURSES
BUILD, EXPLORE, AND MASTER NEW EXIT PLANNING SKILLS WITH ONLINE CLASSES TAUGHT BY INDUSTRY PROS.
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Demystifying the Role of the Exit Planning Quarterback
Gain the confidence and tools to lead complex exit planning projects. Explore the vital role of the Exit Planning Quarterback and learn how to coordinate teams, align with owner goals, and bring clarity to transition planning.

Brain Training for Business Advisors
Use neuroscience to help clients think clearly, lead better, and make smarter decisions. Learn brain-based models like Strategic Attention, Integrated Reasoning, and Innovative Thinking.

Preparing Heirs for the Money
Learn from a practical, advisor-focused course that explores how to guide families through the emotional, relational, and strategic complexities of multi-generational wealth transfer.

Key Emotions That Can Kill the Deal Process
Whether you're a seasoned advisor or new to the world of exit planning, this course will equip you with actionable strategies to help your clients manage the five key emotions that often emerge during the exit process.

Personal Planning Deep Dive
The Personal Planning Deep Dive course helps advisors understand the vital role of personal planning in business transitions, covering key components, resources, and the CEPA®’s role in the process.
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Accelerating Value by Maximizing Intellectual Property (IP)
The Accelerating Value by Maximizing IP course helps advisors identify, protect, and monetize intellectual property to drive business value, guided by IP expert and CEPA® Rich Goldstein.
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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.