Attend the Certified Exit Planning Advisor Credentialing Program in Chicago
The Exit Planning Institute is excited to host the Certified Exit Planning Advisor (CEPA) Credentialing program in Chicago, Illinois May 16-19! … read more
Attend the Certified Exit Planning Advisor Credentialing Program in Chicago
What is The Exit Planning Summit?
We are thrilled to announce The Exit Planning Summit is back! For the first time since 2019, Exit Planning Institute will host the industry-leading conference on Exit Planning! We are excited to welcome hundreds of Certified Exit Planning Advisors in May 2022 for a conference to enhance their exit planning knowledge.… read more
Is Your Advisor Qualified to Talk Exit Planning?
Your advisor might say, “Yeah, I can help you sell your business.” But, do you know if they are qualified to talk about exit planning?… read more
Meet our Newest Certified Exit Planning Advisors – A Mid-Year Review
In the first six months of 2021, we welcomed 516 New CEPAs from over 327 companies to the Exit Planning Institute community of advisors. Our community now reaches well over 2,600 Certified Exit Planning Advisors from across the globe. … read more
EPI is Pleased to Welcome 167 New Advisors to the CEPA Community
EPI Masterclass | January Class of 2021: Join in congratulating and welcoming the 167 newest advisors to join the growing exit planning community!… read more
Don’t be Fooled… Exit Planning is Not Just for Those Exiting Their Business.
Most owners view “Exit Planning” in a literal sense: Planning to Exit their business. Making an “exit plan” for their very distant exit seems like a foolish use of their time. To be completely honest, with all the competing definitions for exit planning, we can understand the confusion. … read more
How CEPAs Can Utilize Wealthtender
Clients are no longer limited by location when selecting someone to assist with their every financial need. We spoke with the CEO and Founder of Wealthtender, Brian Thorp, about the digital future for financial advisors and the benefits of utilizing Wealthtender.… read more
Happy Valentine’s Day… Now Let’s Talk About Divorce
According to Walking to Destiny, 50% of businesses fail because one of the Five D’s – Death, Disability, Distress, Disagreement, and you guessed it: Divorce. While divorce may not be the direct cause of your business failing, it does impact your business more than you think. … read more
The Bachelor: How to Find the Perfect Advisor For You
The hit television show The Bachelor has been a staple in the reality television dating game for 19 years come this March. While you might think that finding “love” on television is absolutely ridiculous, you cannot argue, that it is extremely entertaining to watch. Aside from the entertainment value, business owners can learn a thing… read more
EPI is Pleased to Welcome 175 New Advisors to the CEPA Community
EPI Masterclass | November Class of 2020: Join in congratulating and welcoming the 175 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 160 New Advisors to the CEPA Community
EPI Masterclass | October Class of 2020: Join in congratulating and welcoming the 160 newest advisors to join the growing exit planning community!… read more
Announcement: Eight New CEPA Programs for 2021 Registration
While in person events and traveling may still be up in the air, Exit Planning Institute has released eight virtual program options for 2021. The past year has disrupted normalcy as we know it, and in order to evolve to meet the demand for innovative solutions for educational programs, networking, and best practice development, EPI… read more