Certified Exit Planning Advisor


Team Roles: Which One Do You Play?

Since wrapping up our April EPI Masterclass, our team has been combing through feedback, responses, and questions so we can make the experience even better next time. One attendee of the EPI Masterclass asked the following question, “Can a CEPA business consultant be the quarterback?” Who is the Quarterback? In response to the attendee’s question,… read more

April EPI Masterclass: Reflections from Attendees

Understanding what our attendees find valuable (and what they do not) is crucial to EPI. The power of feedback and guidance provides gives us the right focus. As one of our core values, feedback helps us continue to uphold our brand promise: best content in the industry, ongoing support and advisor development, and provide a platform… read more

Do You Know the Top 4 Things on CEOs Minds Right Now?

On Wednesday morning, our leader, Scott Snider, was in his quarterly closed-door meeting with his formal CEO peer group (typically CEBI International groups meet face-to-face with CEOs from a regional area; of course, this week it was hosted on Zoom #socialdistancing). COVID-19 Affect on CEOs Each person was sharing how they were dealing with the… read more

EPI Announcement: EPI Masterclass is New, Reinvented Way Learn (and Earn CEPA) Online

EPI Masterclass Announcement CEPA Online

Empowering Advisors and Owners to use exit planning as business strategy…now more than ever. The past thirty days have disrupted normalcy as we know it; as individuals, families, business professionals, breadwinners, community leaders, and business owners. Businesses have been thrown into such tumultuous circumstances. Hour-by-hour, new information is released (some bad, some good). On top… read more

CEPA Spotlight: Mark Kravietz

CEPA spotlight features the accomplishments of exceptional thought leaders in the advisory community. Acquire a deeper understanding and knowledge base by reading the stories of some of the industry's most perceptive experts.… read more

367 Strong

CEPA Chicago | Class of 2019: Join in congratulating and welcoming the 69 newest advisors to join the growing exit planning community!… read more

CEPA Spotlight: Justin Goodbread

Justin Goodbread, Business Advisor, Wealth Manager, Speaker, Blogger, Podcaster, Author, 2X Investopedia Top 100, Exit Planning Institute 2018 Leader of the Year, and much more, is not your typical advisor. Over the past 20+ years, Goodbread has started and sold three companies for profit, in addition to purchasing companies with many successes (and failures). His… read more

Announcement: Seven New CEPA Programs for 2020 Registration

The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools… read more

Announcement: Three New CEPA Training Center Locations

As a part of our brand promise, Exit Planning Institute is pleased to announce three new CEPA program locations. The expansion of our lineup is a direct response to the growing demand and opportunity that exists in the Pacific Coast, the Midwest and the Northeast Region. There are a lot of advisors like you who have been asking… read more