Save on CEPA Package

Retail Price: $3,100. Season of Deals Price: $1,900!

Product Description: During our Season of Deals, we are offering our Certified Exit Planning Advisor (CEPA) programs for $1,200 off! Through the CEPA credential, you will gain the knowledge needed to advance your exit planning practice, protect the value in your business, and engage more effectively with business owners.

Package Includes:

Any 2022 or 2023 CEPA Program

• Through the CEPA credential, you will gain the knowledge needed to advance your exit planning practice, protect the value in your business, and engage more effectively with business owners.

*Disclaimer: 2023 CEPA Program boxes will not ship until December 9, 2022. Thank you for your understanding. Questions? Call (216) 712-4244

CEPA Mastery Bundle

Retail Price: $4,000. Season of Deals Price: $2,200!

Product Description: Earning the CEPA Credential is the first step in mastering exit planning. Save $1,800 when you bundle your CEPA program with three EPI Academy courses that will deliver an immediate ROI: CEPA Exam Prep course, Implementing the 120-Day CEPA Playbook, and Practice Launch Lite.

Package Includes:

Certified Exit Planning Advisor Credentialing Program:

• Through the CEPA credential, you will gain the knowledge needed to advance your exit planning practice, protect the value in your business, and engage more effectively with business owners.

CEPA Exam Prep Course:

• The CEPA Exam Prep Course was developed to give you further opportunities for preparation specific to the CEPA Exam and to give you additional touchpoints live with your CEPA Faculty. This course is broken into three weekly sessions prior to the start of your CEPA program. These three sessions are in addition to the Pre-CEPA Onboarding Call that is offered to all attendees at no extra cost.

 Implementing the 120-Day CEPA Playbook:

• Implementing the 120-Day CEPA Playbook is an expansion of the playbook you receive in your post-CEPA training. Together with Scott Snider, President of the Exit Planning Institute, you will lay the foundation for implementing the training, tools, and knowledge into your practice.

Practice Launch Lite:

• A virtual workshop with EPI leadership. Utilizing real-life consulting and exit planning firm, Aspire Management, to show advisors how to implement exit planning into their practices.

*Disclaimer: 2023 CEPA Program boxes will not ship until December 9, 2022. Thank you for your understanding. Questions? Call (216) 712-4244

EPI Academy Bundle

Retail Price: $2,985. Season of Deals Price: $795!

You can help owners create strategies that will reduce risk, build value, and harvest wealth. Your credential is listed on your business card and you are ready for the floodgates to open… now what? 

Earning the CEPA Credential is the first step in mastering exit planning. Now is the time to build upon that knowledge with EPI Academy. Learn how to integrate exit planning in your advisory practice, build effective teams for business owners, and implement exit planning into your everyday business model. Save $2,190 on these online courses that are sure to improve your business!

Package Includes:

EPI Academy Course Catalog

• Basics of Value Acceleration
• Team Building: Defining Well Functioning Teams
• Implementing the 120-Day CEPA Playbook
• Determining Enterprise Value
• Practice Launch Lite
• CEPA Program Exam Prep
• Coming 2023: Empowering Conversations with Business Owners
• Coming 2023: Business Valuation Through The Value Acceleration Methodology
• Coming 2023: Tap Into Your Quiet Confidence and Unlock Engagement Potential

View all courses here.

Exit Planning Summit + Owner Engagement Bundle

Retail Price: $2,795. Season of Deals Price: $1,295!

This package is perfect for any advisor looking to advance their exit planning knowledge, directly engage business owners, and have unique experiences with industry leaders at the largest Exit Planning conference in the world. Save $1,500 with this bundle!

Package Includes:

The Exit Planning Summit: 

• The Exit Planning Summit is back! Join us this spring! We are thrilled to welcome professional advisors back to a world-class in-person conference May 21 – 23, 2023. 
• Our Exit Planning Summit is where top advisors come to build deep relationships, advance their skillset and knowledge, and share best practices. 

Owner Engagement Content:

• The Owner Engagement Content package includes a collection of owner facing content to help directly land small to lower middle market business owner clients. This content is used in EPI’s Owner Roundtable series and acts as a starter kit for engaging owners.

Learn more about the 2023 Exit Planning Summit.

Walking to Destiny + Exit Planning Library Package

Retail Price: $530. Season of Deals Price: $260!

Product Description: The more educated an owner is about exit planning, the more likely they are to begin incorporating exit strategy into their business plan. Gifting books to your potential owner clients is a great way to educate these owners on exit planning and value growth. According to a survey of advisors on LinkedIn, 15% said sharing books was a great way to educate owners. Gift Walking to Destiny to your prospective clients and start the exit planning conversation early.

Enhance your exit planning knowledge and build your personal library of industry-leading books from top business professionals. You’ll receive 24 books for $260 in this package that will discuss everything from maximizing business value to sharing successful business stories. This package is valued at over $530! 

Package Includes:

• • 10 paperback copies of Walking to Destiny by EPI CEO, Christopher Snider
  • 9 hardcover copies of Walking to Destiny  by EPI CEO, Christopher Snider
  • 1 Stories that Stick by Kindra Hall
  • 1 Willing Wisdom by Tom Deans
  • 1 Reality of Change by Fred Johnson
  • 2 of the EPI Team’s favorite books from a selection of:
    • Ultimate Sale by Justin Goodbread
    • Poised for Exit by Julie Keyes
    • Every Family’s Business by Tom Deans
    • Maximize Business Value by Tom Bronson

Limited Availability – 14 Packages