MAKE THIS YOUR YEAR OF MOMENTUM

Whether you're earning your CEPA® designation, continuing your education, or investing in the next stage of your business, this Season of Deals is your opportunity to start strong and save on the resources that move you forward. From industry-leading education to valuable tools and exclusive bundles, you'll find everything you need to build momentum, strengthen your expertise, and make meaningful progress toward your professional goals.

Build Your Best Year Yet.

CEPA Bundles
Exit Planning Summit Bundles
EPI Academy Bundles
Walking to Destiny Bundles

CEPA Bundles

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Save on CEPA Package

Make this the year you invest in your future with the credential that is transforming advisory practices globally. The Certified Exit Planning Advisor (CEPA®) Credentialing Program gives you the knowledge, credibility, and practical framework to help business owners build value and prepare for successful transitions. Whether you are looking to differentiate your practice, deepen client relationships, or create new revenue opportunities, there has never been a better time to become a CEPA.

This Package Includes:

CEPA Credentialing Program

~~$3,500~~ $2,400

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CEPA Starter Bundle

This is everything you need to start your CEPA journey with confidence. The CEPA Starter Bundle combines the industry's leading credential with practical tools that prepare you for certification while helping you engage business owners with confidence from day one.

This Bundle Includes:

CEPA Credentialing Program
CEPA Exam Prep
Conducting Effective Client Workshops By Christopher Snider
Accelerate Your Exit Planning Practice Taught By Julie Keyes

~~$4,600~~ $2,700

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CEPA All-Access Bundle

Don't just earn your credential. Build your future. This premium package is designed for professionals who want to maximize the value of becoming a CEPA. Continue learning long after credentialing with unlimited education, exclusive guidance, and recognition that reinforces your expertise and accelerates your professional growth.

This Bundle Includes:

CEPA Credentialing Program
CEPA Exam Prep
Two-Year Full Access To All EPI Academy Courses
CEPA Plaque
Live Beyond CEPA Webinar Hosted By Scott Snider

~~$13,500~~ $3,700

Exit Planning Summit Bundles

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Exit Planning Summit Bundle

Take part in the most influential gathering in exit planning. Join advisors from across the country at the 2027 Exit Planning Summit to challenge your thinking, expand your network, and elevate your practice. Leave feeling more connected than ever to the professionals shaping the future of exit planning.

This Bundle Includes:

2027 Exit Planning Summit Registration
Plus-One Guest Pass To The Exit Planning Summit Social
$100 Off Any Workshop

~~$3,195~~ $1,995

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Exit Planning Summit VIP Ultimate Experience

Experience the Exit Planning Summit like an insider. Upgrade your 2027 Exit Planning Summit experience to unlock exclusive access, elevated hospitality, premium networking, and VIP experiences designed for advisors who want to maximize every conversation, session, and opportunity.

This Bundle Includes:

2027 Exit Planning Summit Registration
VIP Ticket Upgrade
One Free Workshop Registration
Plus-One Guest Pass To The Exit Planning Summit Social

~~$5,440~~ $2,995

EPI Academy Bundles

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Continuing Education Bundle

Stay ahead in a profession that never stands still. Continue building your expertise with a curated collection of EPI Academy courses covering today's most important topics in Value Acceleration, valuation, communication, private equity, and business owner engagement. Earn continuing education while sharpening the skills that help you create greater client impact.

This Bundle Includes:

Value Growth Case Study
The Triggering Event Workshop: Determining Enterprise Value
Empowering Conversations With Business Owners
Business Valuation Through The Value Acceleration Methodology
Behind The Conversation: Tap Into Your Quiet Confidence And Unlock Engagement Potential
Private Equity Deep Dive
Sell Your Business On Your Terms

~~$2,645~~ $695

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Business Owner Prospecting and Engagement

Turn more conversations into opportunities. This comprehensive program provides a repeatable framework for attracting business owners, building trust, and creating meaningful relationships that lead to long-term advisory engagements.

This Bundle Includes:

Business Owner Prospecting And Engagement

~~$1,399~~ $695

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Academy All-Access Pass

Best-in-class advisors are lifelong learners. With unlimited access to nearly the entire EPI Academy catalog for one year, you'll have the flexibility to learn whenever inspiration strikes and continue growing throughout the year.

This Bundle Includes:

One-Year EPI Academy All-Access Pass

~~$9,823~~ $895

Walking to Destiny Bundles

Walking to Destiny Gifting Bundle

Share the book that inspires action. Whether you're welcoming new clients, strengthening existing relationships, or introducing business owners to Value Acceleration, the Walking to Destiny Gifting Bundle makes it easy to spark meaningful conversations.

This Bundle Includes:

Bulk Copies Of Walking To Destiny: 11 Actions An Owner Must Take To Rapidly Grow Value & Unlock Wealth
Prices Are: 10 For $100, 20 For $180, 50 For $400, 100 For $700, Or 200 For $1,200