Save on CEPA Package

CEPA Masterclass (Online): Retail Price $2,900. Black Friday Price: $1,800!

CEPA Executive (In-Person): Retail Price $4,900. Black Friday Price: $3,800!

Product Description: During our Season of Deals, we are offering our Certified Exit Planning Advisor (CEPA) programs for $1,100 off! Attend the CEPA program virtually at our CEPA Masterclass or travel to an in-person CEPA Executive 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.

Package Includes:

Any 2021 or 2022 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: 2022 CEPA Program boxes will not ship until December 6, 2021. Thank you for your understanding. Questions? Call (216) 712-4244

CEPA Mastery Bundle

CEPA Masterclass (Online): Retail Price $4,370. Black Friday Price: $2,370!

CEPA Executive (In-Person): Retail Price $6,370. Black Friday Price: $4,370!

Product Description: Earning the CEPA Credential is the first step in mastering exit planning. Save $2,000 when you bundle your CEPA program with a CEPA Exam Prep course and our EPI Academy programs: Marketing for the Professional Advisor Masterclass and Practice Launch Lite.

Package Includes:

Certified Exit Planning Advisor Credentialing Program + CEPA Exam Prep Course:

• 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.
• 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.

Marketing for The Professional Advisor Masterclass:

• This five-part, on-demand, interactive masterclass arms you with clear techniques and strategic implementations to improve marketing and sales performance.

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: 2022 CEPA Program boxes will not ship until December 6, 2021. Thank you for your understanding. Questions? Call (216) 712-4244

EPI Academy Bundle

Full Price $1,565. Black Friday Price: $865!

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 three new courses in our EPI Academy. Learn how to integrate exit planning in your advisory practice, market yourself effectively to potential clients, and implement exit planning into your everyday business model. Save $700 on three courses that are sure to improve your business!

Package Includes:

Implementing the 120 Day Playbook:

• Pre-Register for our Implementing the 120 Day Playbook interactive program. If implemented correctly, this playbook will allow you to integrate the process and concepts taught to you during your CEPA Program and better position you in your client networks and with your business owner prospects and clients.  

Marketing for The Professional Advisor Masterclass:

• This five-part, on-demand, interactive masterclass arms you with clear techniques and strategic implementations to improve marketing and sales performance.

Practice Launch Lite:

• Pre-Register for the virtual workshop with EPI leadership launching October 30. Utilizing real-life consulting and exit planning firm, Aspire Management, to show advisors how to implement exit planning into their practices.

Exit Planning Summit + Membership Bundle (2022)

Full Price $2,390. Black Friday Price: $1,600!

This package is perfect for the CEPA looking to advance their exit planning knowledge and have unique experiences with industry leaders. 

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 1-3, 2022. 
• Our Exit Planning Summit is where top CEPAs come to build deep relationships, advance their skillset and knowledge, and share best practices. 

CEPA Credentialed Plus Membership:

• The Credentialed Plus membership tier includes all the benefits of the Credentialed tier plus access to the EPI Content Portal, CEPA Think Tank Networking Groups, and Monthly Member Round-Ups.
• Content Includes: Infographics, Whitepapers, Articles, Blog Posts, Email Campaigns, Research, Presentations, Engagement Letters, Mini Assessment Tools, and Meeting Templates

Register for the Summit and renew your CEPA Credentialed Plus Membership for 2022 for $1600 and save almost $800!

*Disclaimer: This deal is applied towards 2022 membership dues only and cannot be used to cover 2021 membership dues. If you believe you have outstanding 2021 dues, call (216) 712-4244

Exit Planning Library Package

Full Price $350. Black Friday Price: $150!

Product Description: Enhance your exit planning knowledge and build your personal library of industry-leading books from top business professionals. You’ll receive eleven books for $150 in this package that will discuss everything from maximizing business value to sharing successful business stories. This package is valued at over $350! 

Package Includes:

• Poised for Exit
• Maximize Business Value
• The Reality of Change
• Stories that Stick
• Every Family’s Business
• Willing Wisdom
• The Valuemax Workbook
• $10 Trillion Opportunity
• Walking to Destiny
• Surprise Exit Planning Favorite
• Surprise Exit Planning Favorite

Shipping for Exit Planning Library Package orders will begin on December 6th, 2021

Walking to Destiny Gifting Package

Retail Price $616. Black Friday Price: $266! 

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.

Enjoy $350 off a case of Walking to Destiny! You’ll receive 28 copies for only $266! That’s less than $10 per book!   

Package Includes:

28 Copies of Walking to Destiny by Christopher Snider

• For Business Owners.  By a Business Owner. Walking to Destiny is not only your essential resource to understand what makes your business attractive and ready for transition; it is a business owner’s handbook to know HOW TO rapidly grow value and ultimately unlock the personal wealth trapped in your most significant financial asset: Your Business.

Shipping for Walking to Destiny bundle orders will begin on December 6th, 2021