Exit Planning Institute

THANK YOU – YOUR PRACTICAL GUIDE AND HOW TOS WORKBOOK IS BELOW!

PRE-ORDER THE "SELLING TO BUSINESS OWNERS" COURSE

Officially launching October 13, The Selling to Business Owners course was created to give professional business advisors an outline for improving their marketing and business development tactics. Learn how to better position yourself as an exit planning advisor, leaning on the teachings of the Value Acceleration Methodology™. This course is hosted virtually through the EPI Academy Platform. Order today and save $100!

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FEATURED ARTICLES

321 CEPAs Join the EPI Network in January 2026
321 CEPAs Join the EPI Network in January 2026
Blog

321 CEPAs Join the EPI Network in January 2026

Feb 19, 2026 11:00:01 AM
Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study
Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study
Business Owner

Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study

Feb 17, 2026 11:00:03 AM
Why Financial Advisors Need a Different Process for Business Owners
Why Financial Advisors Need a Different Process for Business Owners blue text on white background
Blog

Why Financial Advisors Need a Different Process for Business Owners

Feb 16, 2026 11:00:00 AM
Introducing EPI’s Second Annual Exit Magazine
Introducing EPI's Second Annual Exit Magazine
Annual Exit

Introducing EPI’s Second Annual Exit Magazine

Feb 12, 2026 11:00:00 AM
Where the Exit Planning Institute is Headed in 2026
Where the Exit Planning Institute is Headed in 2026 (2026 State of the Institute Address)
EPI Announcement

Where the Exit Planning Institute is Headed in 2026

Feb 10, 2026 11:00:00 AM
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