CEPA MEMBER BENEFITS

 Whether you are exploring the Certified Exit Planning Advisor (CEPA®) credential or already part of the CEPA community, our membership model is designed to help you deepen relationships, grow your practice, and deliver greater impact for business owners. 

MEMBERSHIP AT THE EXIT PLANNING INSTITUTE®

The Exit Planning Institute community includes more than 11,000 Certified Exit Planning Advisors across financial advisory, M&A, consulting, legal, accounting, and business coaching. Our membership model creates a clear path for advisors to learn the Value Acceleration Methodology™, connect with peers, and apply exit planning within their practices.

From maintaining your CEPA credential to accessing exclusive mastermind groups and elite advisor networks, each membership tier provides increasing opportunities for learning, collaboration, and professional growth.

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THREE TIERS DESIGNED WITH YOU IN MIND

Growth and Impact Shield Frame (3)

CEPA

 Maintain your Certified Exit Planning Advisor credential and stay actively connected to the global CEPA community with continued access to essential CEPA materials, tools, and official logos. Stay aligned with best practices, reinforce your credibility, and ensure you remain part of a network dedicated to advancing exit planning excellence. 

Growth and Impact Shield Frame (10)

CEPA Plus

CEPA Plus is our most popular membership for advisors who want deeper engagement, stronger relationships, and practical tools to implement exit planning in their practice. This tier includes Exit Planning Summit access, mastermind groups, networking through CEPA Connect, and implementation resources to help you grow your impact with business owners. 

Growth and Impact Shield Frame (11)

CEPA Mastery

CEPA Mastery is our most exclusive membership, limited to just 100 CEPAs and advisor types across the entire community. Designed for advisors committed to leading the profession, it provides access to an elite peer group, the CEPA Mastery Winter Retreat, and enhanced visibility to business owners through a DriveValue.com® Expert Profile. 

 

COMPARE MEMBERSHIP OPTIONS

Whether you want to maintain your CEPA credential, deepen your engagement with the community, or join an exclusive network of top advisors, each membership level offers increasing access to education, relationships, and implementation resources.

CEPA

495 /year

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CEPA PLUS

3,600 /year

Get Started

CEPA MASTERY

23,000 /year

Get Started

CEPA

CEPA PLUS

CEPA MASTERY

Credential & Professional Recognition
CEPA Credential Maintenance
Member Services and Support Team

Knowledge Gain
Continuing Education Credits
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Methods to Mastery Podcast
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CE - Approved Courses
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Advanced Education
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Connections, Networking and Referrals
CEPA Mastermind Groups
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CEPA Connect Profile
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Exclusive Mastery Community
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Activation Tools
Business Owner Prospecting Toolkit
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60-Minute Business Owner Meeting
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Events & Experiences
Exit Planning Summit General Admission
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CEPA Mastery Winter Retreat
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Market Visibility & Positioning
DriveValue.com Expert Profile
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FIND THE MEMBERSHIP PATH THAT FITS YOUR PRACTICE

 Whether you are exploring the CEPA credential or looking to deepen your engagement within the CEPA community, our team can help you determine the membership option that aligns with your goals.