Season of Deals

$2,100 $3,300 Save $1,200!

The Certified Exit Planning Advisor (CEPA®) Credentialing Program is a transformative program that empowers you with the knowledge, skills, and recognition needed to build more valuable companies, have stronger personal financial plans, and align business owners’ personal goals. Earning CEPA does not change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit.

This Package Includes:

Certified Exit Planning Advisor (CEPA) Credentialing Program: This program equips you with an in-depth understanding of every facet of business transitions, positioning you as a recognized authority in the field. During the virtual, five-day CEPA Credentialing Program, you will learn comprehensive exit planning strategies and processes guided by accomplished industry experts. This program empowers you to acquire essential skills and advanced techniques, enabling you to help your business owner clients with value enhancement and exit planning endeavors.

Why Choose the Save on CEPA Package?

Endorsed Excellence: The CEPA program is recognized as the gold standard in exit planning education and is endorsed by over 40 organizations and institutions worldwide.
Industry Networking: Join a global community of like-minded professionals, opening doors to collaboration, referrals, and growth opportunities.
Holistic Education: Immerse yourself in a holistic curriculum that covers every aspect of exit planning, from strategic insights to practical execution, enabling you to guide business owners through seamless transitions.
Expert-Backed Learning: Benefit from the expertise of industry leaders and seasoned professionals who have successfully navigated the world of business transitions.
Credibility and Recognition: Unlock the prestige of the CEPA credential, setting you apart from your competition as a distinguished expert in exit planning.
Client Trust: Enhance your credibility and inspire client confidence as an expert in exit planning, solidifying your position as their most trusted and sought-after advisor.

Begin your journey to becoming a Certified Exit Planning Advisor and secure your position as a trusted leader in the advisory world. Enroll in the CEPA Credentialing Program today and unlock the knowledge that will shape your practice and the success of your business owner clients.

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$2,500 $4,200 Save $1,700!

Becoming a Certified Exit Planning Advisor (CEPA) is merely the beginning, the journey doesn’t end there. Transitioning theory into practice is paramount to your success. The CEPA Mastery bundle is a meticulously curated selection of exit planning education designed to ensure you not only earn the CEPA credential but also expertly implement your newfound knowledge. Elevate your mastery with the CEPA credential and seize the opportunity to transform your expertise into impactful action.

This Bundle Includes:

Certified Exit Planning Advisor® (CEPA) Credentialing Program: This program equips you with an in-depth understanding of every facet of business transitions, positioning you as a recognized authority in the field. During the virtual, five-day CEPA Credentialing Program, you will learn comprehensive exit planning strategies and processes guided by accomplished industry experts. This program empowers you to acquire essential skills and advanced techniques, enabling you to help your business owner clients with value enhancement and exit planning endeavors.
CEPA Exam Prep Course: Your roadmap to success in the CEPA certification exam. Tailored specifically for mastery, this course hones your understanding of key concepts, sharpens your analytical skills, and ensures you're fully prepared to ace the exam.
120-Day CEPA Playbook Course: Expand your expertise with a comprehensive playbook that guides you through practical implementation. Gain insights into real-world scenarios, case studies, and strategies to navigate complex business transitions with confidence.
Empowering Conversations with Business Owners Course: Elevate your advisory practice and master the art of impactful conversations with business owners. Learn to communicate effectively, understand their unique needs, and position yourself as a trusted advisor in the business owner landscape.

Why Choose the CEPA Mastery Bundle?

Endorsed Excellence: The CEPA program is recognized as the gold standard in exit planning education and is endorsed by over 40 organizations and institutions worldwide.
Industry Networking: Join a global community of like-minded professionals, opening doors to collaboration, referrals, and growth opportunities.
Holistic Education: Immerse yourself in a holistic curriculum that covers every aspect of exit planning, from strategic insights to practical execution, enabling you to guide business owners through seamless transitions.
Expert-Backed Learning: Benefit from the expertise of industry leaders and seasoned professionals who have successfully navigated the world of business transitions.
Credibility and Recognition: Unlock the prestige of the CEPA credential, setting you apart from your competition as a distinguished expert in exit planning.
Client Trust: Enhance your credibility and inspire client confidence as an expert in exit planning, solidifying your position as their most trusted and sought-after advisor.
Transformative Impact: Gain the expertise to make a profound difference in the lives of business owners, ensuring their legacies are preserved and their financial futures secured.
Proven Path: Leverage the proven path to seamlessly integrate exit planning into your practice and unlock new avenues of success. Embrace a transformative approach that ensures effective implementation and elevated client outcomes.
Long Term Success: Harness the power of the mastery courses to solidify lasting success for both you and your practice. Elevate your expertise, expand your capabilities, and thrive in the exit planning landscape.

Elevate your expertise, expand your capabilities, and thrive in the exit planning landscape

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$695 $1,495 Save $800!

The Selling to Business Owners Bundle is a collection of four strategic EPI Academy Courses designed to empower you with the essential skills and insights needed to excel in selling to business owners. Immerse yourself in each course, enriched with real-world scenarios, practical case studies, and actionable insights that seamlessly enhance your sales interactions. Experience a transformative impact as you elevate your sales acumen, establishing enduring relationships with influential business owners that pave the way for a consistent flow of lucrative sales opportunities.

This Bundle Includes:

Selling to Business Owners: Are you ready to unlock a world of opportunities by effectively selling to business owners? This comprehensive course is your key to mastering the art of business owner sales, arming you with the essential skills and strategies to navigate this unique and high-stakes market with confidence.
Making Referrals Predictable: Are you tired of leaving your referrals to chance? Unlock the secrets to generating consistent and predictable referrals with our comprehensive and results-driven course. Referrals are the lifeblood of any successful business, and now you can harness the power of proven strategies to make referrals a reliable and strategic part of your growth strategy.
Basics of Value Acceleration: Gain a foundational grasp of exit planning, including business types, readiness assessment, value determination, and executing effective exit strategies. Elevate your understanding and ability to assist business owners in planning for successful exits.
Empowering Conversations with Business Owners: Communication is the key to unlocking fruitful relationships with business owners. In this course, you'll learn how to articulate your value proposition persuasively, adapt your communication style to suit different personalities and generations, and establish trust that forms the foundation of lasting relationships.

Why Choose the Selling to Business Owners Bundle?

Tailored Content: Our EPI Academy Courses are specifically curated to address the unique challenges and priorities that business owners face.
Proven Expertise: Benefit from the wisdom of seasoned sales professionals and expert EPI Faculty who have successfully navigated the complex landscape of business owner sales.
Practical Application: Each course is packed with real-world scenarios, case studies, and actionable insights that you can immediately apply to your sales interactions.
Lasting Impact: Elevate your sales game and build enduring relationships with influential business owners, ensuring a steady stream of successful sales opportunities.

Supercharge your sales skills and establish yourself as a trusted advisor in the business owner landscape. Enroll in the Selling to Business Owners Bundle today and embark on a journey toward unparalleled sales success.

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$995 $2,645 Save $1,650!

Elevate your expertise with the Continuing Education Bundle, a comprehensive collection of seven insightful EPI Academy courses designed to enhance your knowledge in exit planning and Value Acceleration. This bundle serves as a one-stop-shop for professional business advisors to meet continuing education (CE) requirements for multiple credentials while gaining practical skills and insights.

Immerse yourself in each course, enriched with real-world scenarios, practical case studies, and actionable insights that seamlessly enhance your exit planning and Value Acceleration knowledge.

This Bundle Includes:

Value Growth Case Study - Sean Hutchinson:
Join veteran CEPA, Sean Hutchinson, as he provides a better understanding of the Value Acceleration process, identifying value drivers and killers along the way.

EPI Hours: 4 | CPE Hours: 3.5 | CFP® Hours: 3.5
The Triggering Event Workshop: Determining Enterprise Value - Chris Snider:
Understand the business valuation process with Exit Planning Institute CEO, Chris Snider. This course breaks down the language, terminology, and numbers involved in determining a business's value.

EPI Hours: 4 | CPE Hours: 3 | CFP® Hours: 3
Empowering Conversations with Business Owners - Scott Snider:
Learn how to deploy empowering conversations with your clients, better engage them, and change the standard business owner mindset to trigger owner action.

EPI Hours: 3 | CPE Hours: 1.5 | CFP® Hours: 1.5
Business Valuation Through the Value Acceleration Methodology - Shina Culberson:
Explore business valuation as a continuum, understanding different valuation solutions, when to use them, and how to choose the best partners for your team.

EPI Hours: 2 | CPE Hours: 1 | CFP® Hours: 1
Behind the Conversation: Tap Into Your Quiet Confidence and Unlock Engagement Potential - Joe Strazzeri:
Attract, engage, and retain clients by utilizing new communication and counseling tools, fostering a quiet confidence that today's clients require.

EPI Hours: 2 | CPE Hours: 2 | CFP® Hours: 2
Private Equity Deep Dive - Bobby Kingsbury:
Gain a better understanding of private equity, what makes your clients attractive to private equity firms, and determine if private equity is the right fit for achieving client goals.

EPI Hours: 4 | CPE Hours: 3 | CFP® Hours: 3
Sell Your Business on Your Terms - Scott Bushkie:
Navigate the process of preparing a business for transition, understanding value drivers, and leading clients to a successful exit with insights from M&A expert Scott Bushkie.

EPI Hours: 4 | CPE Hours: 3 | CFP® Hours: 3

Why Choose the Continuing Education (CE) Bundle?

Tailored Content: Specifically curated to address the unique challenges and priorities of business advisors.
Proven Expertise: Benefit from the wisdom of seasoned professionals and expert EPI Faculty.
Practical Application: Courses are packed with real-world scenarios, case studies, and actionable insights.
Lasting Impact: Enhance your advisory skills and build enduring client relationships.

Supercharge your professional development and meet your continuing education requirements with the Continuing Education Bundle. Enroll today and take the first step toward unparalleled success in the industry.

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$100 $250 Save $150!

Informed owners are primed to integrate a strategic exit strategy seamlessly into their business plan, and this bundle is the first step. Gifting books to your potential owner clients is a great way to educate them on exit planning and value growth. Use the Walking to Destiny Gifting Bundle to start the exit planning conversation early with your business owner clients.

This Bundle Includes:

10 copies of Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth: Navigate the world of exit planning with this comprehensive guide. Developed by Chris Snider, this book encapsulates the Value Acceleration Methodology™, unlocking strategies to guide business owners toward a successful transition.

Why Choose the Walking to Destiny Gifting Bundle?

Holistic Education: Equip potential owner clients with a holistic understanding of exit planning, positioning them for strategic success.
Expert-Backed Approach: Benefit from a proven strategy endorsed by industry professionals, ensuring your advisory efforts yield meaningful results.
Engage Early for Success: By initiating the exit planning dialogue at an early stage, you lay the foundation for a successful and well-prepared business transition.
Thought Leadership: Showcase your commitment to client success by providing them with a valuable educational resource that sets you apart as a trusted advisor.
Retention and Loyalty: Clients who receive valuable books may be more likely to remain engaged with your services over the long term, as they see the ongoing benefits of your guidance.
Differentiation: Offering books as part of your advisory services can set you apart from competitors and provide a unique value proposition that attracts and retains clients.
Conversation Starters: Books can serve as conversation starters during meetings and interactions, helping to break the ice and facilitate discussions on important topics.
Building Trust: Offering a carefully selected book demonstrates your thoughtfulness and expertise. Clients may perceive you as a trusted advisor who is genuinely interested in their growth and well-being.

Share the knowledge and resources your owner clients need for a prosperous business transition. Invest in the Walking to Destiny Gifting Bundle today and pave the way for seamless exit strategies and lasting business success.

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$1,895 $2,895 Save $1,000!

Are you prepared to revolutionize your approach to exit planning? The 2025 Exit Planning Summit Bundle combines our world class exit planning conference, an insightful EPI Academy course, and the latest edition of Walking to Destiny. Fully immerse yourself in the exit planning community and experience Exit Planning Institute’s best-in-class conference, courses, and content this year!

This Bundle Includes:

2025 Exit Planning Summit: Immerse yourself in a transformative experience at the forefront of exit planning at the Sunseeker Resort in Charlotte Harbor from May 4 – 6. Join hundreds of professional advisors and their teams for three days of enriching education, actionable insights, and global networking at the 2025 Exit Planning Summit. The Summit is your catalyst for practice advancement, tailored to refine strategies, explore new paths, and empower you with tangible takeaways. Engage with industry pioneers, gain unprecedented insights, and cultivate a network of like-minded professionals poised for excellence.
Choice of EPI Academy Course: Choose between our top 3 EPI Academy courses: Selling to Business Owners, Implementing Value Acceleration as a Financial Advisor, Accelerate your Exit Planning Practice.
Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth: Navigate the world of exit planning with this comprehensive guide. Developed by Chris Snider, this book encapsulates the Value Acceleration Methodology™, unlocking strategies to guide business owners toward a successful transition.

Why Choose the 2024 Exit Planning Summit Bundle?

Comprehensive Expertise: Harness insights from the Summit, master workshops, and apply the Value Acceleration Methodology™ for a holistic approach to engagement and accelerated exit planning success.
Influential Networking: Forge invaluable connections with industry leaders, peers, and clients, propelling your advisory practice to new heights.
Transformative Impact: Elevate your approach to business owners, foster meaningful interactions, and experience conversations that drive effective exit planning strategies.
Cultivate Lasting Relationships: Establish enduring connections with influential business owners, setting the stage for a consistent stream of successful sales opportunities.

Revolutionize your exit planning practice with the 2025 Exit Planning Summit Bundle. Seize this opportunity to engage, empower, and excel in the world of exit planning. Your journey to impactful advisory starts here.

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