Season of Deals | Exit Planning Institute

$2,000 $3,200 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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$2,400 $4,100 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.

Empower yourself with the knowledge and skills needed to truly master exit planning and practice implementation. By completing the CEPA Mastery Bundle you unlock the credibility, client trust, and lasting success needed to transform your expertise into transformative action.

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$595 $1,295 Save $700!

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:

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 by Mike Garrison. 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. This course by Scott Snider will 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 from Scott Snider, 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.
Selling to Business Owners: Are you ready to unlock a world of opportunities by effectively selling to business owners? This comprehensive course taught by Jesse Hudson, Paige Wysocki, and Scott Snider 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.

Eligible for the following Continuing Education credits: 13 EPI Hours, 6 CPE Hours, 4 CFP® Hours

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 $2,395 Save $1,400!

This comprehensive package encompasses all seven cutting-edge EPI Academy Courses released this year, presenting you with an unparalleled opportunity to diversify and expand your exit planning expertise. Use this bundle to delve into the latest insights and strategies, gain a competitive edge by staying ahead of industry trends and developments, and elevate your advisory services with a comprehensive array of expertise.

This Bundle Includes:

Conducting Effective Client Workshops: Chris Snider equips you with the skills needed to conduct engaging and impactful client workshops. Learn to educate and empower business owners through interactive sessions, fostering deeper client relationships.
Accelerate Your Exit Planning Practice: Julie Keyes shares advanced strategies to turbocharge your exit planning practice. Unlock proven methods for expanding your advisory services, attracting new clients, and solidifying your position as a trusted exit planning expert.
Unlocking Engagement Potential: Joe Strazzeri's course allows you to tap into your quiet confidence to enhance client engagement. Develop a profound understanding of client needs, tailor your approach, and elevate your advisory impact.
Sell Your Business on Your Terms: Scott Bushkie empowers you to guide clients through successful business sales. Master the art of negotiating and structuring deals that align with the owner's vision, ensuring a lucrative and fulfilling exit.
Tax Planning for Business Transitions: Guided by industry luminaries Brad Barros, Jess Bahs, and Gal Kaufman, this course demystifies tax implications during business transitions. Gain expertise in optimizing tax strategies to ensure smooth transitions while maximizing value.
Implementing Value Acceleration as a Financial Advisor: Join Justin Goodbread to delve into value acceleration techniques that drive business growth. Discover how to align financial advisory services with value enhancement strategies, empowering you to steer clients toward sustainable success.
ESOP FAQs: Unveiling the Essentials: Led by Keith Apton, this course unravels the complexities of Employee Stock Ownership Plans (ESOPs). Acquire in-depth knowledge to guide clients through ESOP implementation and leverage this powerful tool for seamless transitions.

Eligible for the following Continuing Education credits: 23 EPI Hours, 9.5 CPE Hours, 7 CFP® Hours

Why Choose the 2023 New EPI Academy Course Bundle?

Expert Insights: Learn from industry titans who bring years of experience and expertise to their respective courses.
Diverse Perspectives: Gain a comprehensive understanding of exit planning from various angles, enabling you to provide well-rounded advisory services.
Actionable Techniques: Each course is rich with practical techniques, case studies, and real-world scenarios, ensuring immediate applicability.
Elevate Your Practice: Elevate your advisory practice by becoming a sought-after expert in exit planning, prepared to guide clients through seamless transitions.

Immerse yourself in the knowledge and skills needed to excel in exit planning. Enroll in the 2023 New EPI Academy Course Bundle today and become a trusted and impactful advisor in the world of business transitions.

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$90 $250 Save $160!

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 for $90: 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.
Conversation Starters: Books can serve as conversation starters during meetings and interactions, helping to break the ice and facilitate discussions on important topics.

Save on every bulk order option available for Walking to Destiny! Select the number of books you would like to order at checkout to save during Season of Deals!

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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$1,595 $2,415 Save $820!

Are you prepared to revolutionize your approach to exit planning? The 2024 Exit Planning Summit Bundle combines our world class exit planning conference, an insightful course on conducting effective owner workshops, 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:

2024 Exit Planning Summit: Immerse yourself in a transformative experience at the forefront of exit planning in Marco Island from April 28 – 30. Join hundreds of professional advisors and their teams for three days of enriching education, actionable insights, and global networking at the 2024 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.
Conducting Effective Owner Workshops Course: Equip yourself with the tools needed to engage business owners on a profound level. Chris Snider will share how to master the art of impactful workshops, fostering meaningful connections and igniting actionable conversations.
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 2024 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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CEPA ALL-ACCESS BUNDLE

The Certified Exit Planning Advisor (CEPA®) Designation program educates on essential Value Acceleration knowledge and skills, while setting you apart from your peers in the space. The CEPA All-Access Bundle not only provides you the stepping stones to prepare for the your journey into Value Acceleration, but also equips you with the tools and language to pursue purposeful growth in your new role. Get this deal today!

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.
Exam Prep: 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.
Two-Year Full Access to All EPI Academy Courses: Upon completing the CEPA Credentialing Program, you will receive access to the full array of EPI Academy courses for two years, ranging from a variety of deep dive topics that will help you strengthen your knowledge on all things exit planning.
CEPA Plaque: Celebrate your new designation with pride using our signature plaque. Featuring a sleek black finish and a solid brass engraving, this 9” x 12” plaque highlights your CEPA designation with professionalism and sophistication, and can be proudly displayed at home or in the office.
Live Beyond CEPA Webinar with Scott Snider: Join the Live Beyond CEPA Webinar hosted by Exit Planning Institute President Scott Snider to explore the next steps in your CEPA journey and learn directly from Scott how to best utilize your new designation.

Why Choose the CEPA All-Access Bundle?

Best-in-Class Distinction: Become a best-in-class advisor for your clients with this designation, with the backing of over 40 organizations and institutions worldwide.
Professional Development: Ongoing opportunities for education enable you to maintain core concepts taught in the program and also expand your exit planning acumen.
New Opportunities: Market yourself to new clients with your new designation, allowing you to stand out from your peers in a new and valuable way.

SAVE ON CEPA BUNDLE

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. Get this deal today!

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.

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.

CEPA STARTER BUNDLE

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 Starter 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. Get this deal today!

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.
Exam Prep: 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.
Determining Enterprise Value: What's your business worth in the open market? Discover the language, terminology, and numbers involved in the business valuation process, and how they are applied in real-life scenarios.
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 Starter 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."

CONTINUING EDUCATION BUNDLE

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. Get the deal today!

This Bundle Includes:

Value Growth Case Study by 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 by 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 by 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 by 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 by 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 by 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 by 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 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.

2025 NEW RELEASE BUNDLE

With so many new courses released in 2025, this is the perfect opportunity to brush up on your exit planning knowledge, choosing from many new, timely, and valuable curricula. Get this deal today!

This Bundle Includes:

Personal Planning Deep Dive by Susan Latremoille & Marianne Oesher

The Personal Planning Deep Dive course guides advisors in recognizing the significance of personal planning for successful business transitions. Without a well-crafted Personal Plan, owners may encounter financial instability, lifestyle challenges, and a loss of purpose following their exit.
EPI Hours: 2 | CPE Hours: 1.5 | CFP® Hours: 1.5
Key Emotions That Kill the Deal Process by Scott Couchenour: Navigating exit planning involves more than just numbers; it’s centered on people. Business owners often encounter emotional hurdles that can threaten their exit strategies. The course 'Key Emotions That Can Kill the Deal Process' examines these emotional factors and provides tools to help clients manage them with confidence.
EPI Hours: 2
Preparing Heirs for the Money by Roey Diefendorf: Without planning for the next generation, even a solid exit can fall apart. Preparing the Heirs for the Money is a practical course that helps families navigate the emotional, relational, and strategic challenges of wealth transfer.
EPI Hours: 2
Brain Training for Business Advisors by Kep Kepner: Understanding business owners starts with their mindset, as challenges such as decision fatigue, leadership struggles, and resistance to change are driven by brain processes. Brain Training for Business Advisors combines neuroscience with your toolkit, helping you guide clients more effectively with enhanced insight, focus, and influence.
EPI Hours: 3
Demystifying the Role of the Exit Planning Quarterback by Sean Hutchinson: At the heart of successful business transitions is the Exit Planning Quarterback, the advisor responsible for leading and coordinating the process. Understanding this role clarifies what is needed to confidently manage complex exit planning projects.
EPI Hours: 3
Accelerating Value by Maximizing Intellectual Property by Rich Goldstein: The 'Accelerating Value by Maximizing Intellectual Property (IP)' course helps business advisors understand how IP integrates into the Value Acceleration Methodology. IP expert Rich Goldstein provides guidance on identifying, protecting, and monetizing IP assets.
EPI Hours: 2 | CPE Hours: 1.5 | CFP® Hours: 1.5

CHOOSE YOUR OWN BUNDLE

Customize your exit planning continuing education journey with our Choose Your Own Bundle option. With this bundle, you can choose any four courses from our extensive EPI Academy catalogue. Get this deal today!

This Bundle Includes:

Any four EPI Academy courses of your choosing at a discounted price

Why Choose the Continuing Education Bundle?

Personalized based on what you want out of your exit planning path, this bundle saves you money and allows you to build the curriculum that will be the most valuable to you.
Serious Savings: Take 20% off the total cost with this special Season of Deals pricing.
A Personal Touch: Choose exactly which courses you find the most interesting or that you believe will be most valuable for your practice.
Plenty of Options: EPI Academy has myriad courses for you to choose from, ranging from new releases like “Brain Training for Business Advisors” led by Kep Kepner, to classics like “Conducting Effective Client Workshops” led by EPI CEO Christopher Snider, and more.

This bundle puts the power in your hands to pick which courses suit your education needs best.

BEYOND CEPA ADVISOR GROWTH BUNDLE

Continue your Certified Exit Planning Advisor ® path with the Beyond CEPA Advisor Growth Bundle, a collection of four EPI Academy courses designed to build upon the knowledge gained from the CEPA Program. Get this deal today!

This Bundle Includes:

Team Building: Defining, Building, and Leading Well Functioning Teams by Amy Wirtz
Discover how to successfully build and utilize teams in modern work environments and the five crucial behaviors for every team.
EPI Hours: 4 | CPE Hours: 3.5
Business Valuation Through the Value Acceleration Methodology by 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
Empowering Conversations with Business Owners by 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
Making Referrals Predictable by Mike Garrison, CEPA
Stop wasting time and resources on ineffective marketing efforts. Learn how a dedicated referral system can generate steady revenue growth.
EPI Hours: 3 | CPE Hours: 2

Why Choose the Continuing Education Bundle?

Roadmap to success: Keep developing your exit-planning skills with four EPI Academy courses aimed at helping you progress on your Beyond CEPA journey.
Learn from the best: Get valuable insights from EPI Academy’s best-in-class faculty.
Real-world applications: Learn from real-world examples you can implement in your career journey.

EXIT PLANNING SUMMIT VIP BUNDLE

Make the most of your 2026 Exit Planning Summit in Nashville with the Exit Planning Summit VIP Bundle! Get exclusive access to the best networking opportunities, fully immerse yourself in the exit planning community, and experience the Exit Planning Institute’s best-in-class conference, courses, and content. Get this deal today!

This Bundle Includes:

VIP Registration for the 2026 Exit Planning Summit in Nashville
Priority access to the room block at the Gaylord Opryland Resort and Convention Center.
A dedicated VIP check-in.
All-access to exclusive events like the Partners and Pours Social, Creator Breakfast, speakers, and more.
Reserved seating for the main stage sessions.
Access to amenities for comfort and convenience.
Bring a guest to join you at the Exit Planning Summit's Welcome Social and After Party Social with a complimentary Social Guest Pass. *VIP Socials Not Included*
$100 off any workshop

Why Choose the Exit Planning Summit VIP Bundle?

First-class experience: Maximize your 2026 Exit Planning Summit with reserved seating, dedicated check-in, and more.
Save on learning: Get the best bang for your buck with $100 off any workshop.

EXIT PLANNING SUMMIT BUNDLE

Meet with your exit planning peers from across the country at the 2026 Exit Planning Summit in Nashville. Experience unparalleled networking opportunities and learning experiences while enjoying the scenic Music City. Get this deal today!

This Bundle Includes:

Registration for the 2026 Exit Planning Summit in Nashville
$100 off any workshop

Why Choose the Exit Planning Summit Bundle?

One-of-a-kind networking: Share ideas, experiences, and more, with hundreds of your fellow Certified Exit Planning Advisors® and others

EXIT PLANNING SUMMIT VIP BUNDLE

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. Get this deal today!

This Bundle Includes:

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 Exit Planning Summit VIP 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.

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CEPA ALL-ACCESS BUNDLE

CEPA STARTER BUNDLE

SAVE ON CEPA BUNDLE

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