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

233 CEPAs Join the EPI Network in March 2026
Blog

233 CEPAs Join the EPI Network in March 2026

Apr 20, 2026 11:00:00 AM
Meet the 2026 Excellence in Exit Planning Award Winners
Meet the Excellence in Exit Planning Award Winners (From left: Renee Russo, Todd Yeiter, Wally Waldron)
Blog

Meet the 2026 Excellence in Exit Planning Award Winners

Apr 19, 2026 3:30:00 PM
Exit Planning Institute Welcomes InitiativeOne® as Partner
EPI Welcomes InitiativeOne Leadership Institute as Partner
Blog

Exit Planning Institute Welcomes InitiativeOne® as Partner

Apr 17, 2026 11:00:01 AM
The Intellectual Property Risks of AI in Exit Planning
The Intellectual Property Risks of AI in Exit Planning
CEPA

The Intellectual Property Risks of AI in Exit Planning

Apr 16, 2026 11:00:02 AM
Recognizing Certified Exit Planning Advisors from our 2010 Class
Recognizing CEPAs from our 2010 Class (From left: Craig West, Roy Messing, Odee Ingersoll, Douglas Dickey, Jay Simecek)
CEPA

Recognizing Certified Exit Planning Advisors from our 2010 Class

Apr 13, 2026 11:00:01 AM
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