EPI is Pleased to Welcome 87 New Advisors to the CEPA Community


Mid-Year Review State of the Institute Address

Over the past 60 days, the whole world has had to pivot, and in this broadcast EPI Vice President Scott Snider discussed the current market position of EPI, the future of CEPAs, forecasting for the rest of 2020 and our 3-year vision, and trends and topics for CEPAs. … 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

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

The Power of Feedback: 2019 EPI Member Survey

Understanding what our members find valuable (and what they do not) is crucial to EPI. As we contemplate the future and aim to make important decisions that will impact the direction of our company, the power of your feedback and the guidance it provides gives us the right focus. We want to ensure that we are… 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

[Event Recap] Owner Engagement program Mid-Year Summit

First Ever Mid-Year Summit: Eleven Leaders Meet to Collaborate On July 11-12, 2019, the Exit Planning Institute hosted members of the Owner Engagement program for the first annual Owner Engagement Mid-Year Summit in Cleveland, OH. This gathering served as an opportunity for the group to gather face-to-face, supplementing their monthly virtual gatherings, for collaboration, idea… read more