Become a Certified Exit Planning Advisor

69 %

of owners have identified exit strategy on their priority list

53 %

of owners don't have a written, formal transition plan

78 %

of business owners still need to develop a transition team

The Exit Planning Institute (EPI) equips all advisors of business owners with the education, tools, and community needed to build significant value in their client’s businesses. From our nationally recognized CEPA credential to local Chapters, our conference the Exit Planning Summit, and online courses through our award-winning EPI Academy, EPI is the driving force behind a shift in business strategy that puts long-term value first.

Exit Planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of you, your family, and your business are addressed by focusing on creating value today. The 2023 National State of Owner Readiness Survey shows only 32% of owners have a documented exit plan and 22% have aligned their personal, business, and financial goals. With 78% lacking a transition team and 48% of millennials planning to exit in five years, a team-based approach is crucial for maximizing business value and securing owners' futures

Join more than 8,000 advisors who have achieved their Certified Exit Planning Advisor (CEPA®) designation and the learned the Value Acceleration Methodology™. This transformative approach empowers them to uncover and address risks within a business, cultivate substantial value ahead of a potential transition, and align the owner’s business, personal, and financial goals for maximum impact.

Stand Out from the Competition
Differentiate yourself from your competitors by holistically managing an owner’s business and personal goals.

Provide Extraordinary Value
Build significant value within an owner's business by implementing the Value Acceleration Methodology.

Attract New Clients
Connect with your next referral source and build your client base through the extensive CEPA® network.

The Exit Planning Summit is where 1,000+ of the most forward-thinking advisors gather to elevate their expertise and connect with a vibrant professional community. Attendees gain exclusive insights from industry leaders, sharpen their skills through hands-on workshops, and explore the latest trends shaping the future of exit planning. With dynamic keynote speakers, engaging panel discussions, and powerful networking opportunities, the Summit delivers unmatched value. It is more than a conference; it is a catalyst for growth, impact, and lasting professional transformation.

EPI Academy offers advisors and owners educational courses designed to build, explore, and master new exit planning skills at their own pace, led by industry experts and eligible for continuing education credit. The platform features a diverse library of on-demand content focused on the Value Acceleration Methodology™, business value growth, and professional development. Whether you're reinforcing foundational knowledge or diving into advanced strategies, EPI Academy delivers flexible, practical learning aligned with your goals. It empowers users to stay sharp, competitive, and ready to deliver greater impact to business owners and their advisory teams.

WEBINARS

Industry experts weigh in on a variety of topics relevant to both advisors and business owners. Register for future webinars here. Live webinars are eligible for one continuing education credit.

CHAPTERS

The EPI Chapter Network is comprised of nationwide groups of local advisors dedicated to improving outcomes for business owners who seek to grow, transition, or exit their businesses, while also fostering community among advisors in the area.

EXIT IS NOW

Join EPI President Scott Snider as he hosts this podcast series, every other Wednesday, where guests, including advisors and business owners, weigh in on a variety of exit planning topics.

THE EXIT PLANNING BLOG

Stay informed about exit planning, succession planning, industry trends, unique insights, and valuable content for professional advisors and business owners.

CONTENT LIBRARY

Choose from a selection of high-quality, informative courses to continue your exit planning education.

WALKING TO DESTINY

Walking to Destiny is a guide for business owners seeking to enhance the attractiveness of their business, offering strategies for rapidly growing value and ultimately freeing the personal wealth tied up in the business.

STATE OF OWNER READINESS

Gain insights into the perspectives of business owners with our exclusive industry data on exit readiness. These exclusive reports on industry data provide critical insights into owner behaviors, attitudes, and planning patterns related to business transitions.