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by Colleen Kowalski on October 11, 2022
Ever wish Black Friday discounts were available longer than just one week in November? Instead of waiting, we’re launching this year’s bundles early to create a Season of Deals!
Are you looking to expand your exit planning knowledge base and earn the industry-leading Certified Exit Planning Advisor (CEPA) credential? Treat yourself to our Save on CEPA Package! Want to become a master of exit planning and market yourself to owners in a more effective way? Our CEPA Mastery Bundle is here to give you the ultimate deal.
Or maybe you’re looking to fill your bookshelves with expert views on marketing, family business, exit strategy, and business value. Receive bundle discounts on an entire Exit Planning Library.
Are you already a CEPA and eager to expand your exit planning knowledge? Our EPI Academy and 2023 Exit Planning Summit + Owner Engagement Bundles are the perfect way to immerse yourself in the EPI community.
Learn more about our Season of Deals packages below and treat yourself to an enhanced practice this year!
EPI Academy Bundle
- Black Friday Price: $795 | Retail Price: $2,985
You can help owners create strategies that will reduce risk, build value, and harvest wealth. Your credential is listed on your business card and you are ready for the floodgates to open… now what?
Earning the CEPA Credential is the first step in mastering exit planning. Now is the time to build upon that knowledge with all courses in our EPI Academy. Learn how to integrate exit planning in your advisory practice, market yourself effectively to potential clients, and implement exit planning into your everyday business model. Save $2,190 on courses that are sure to improve your business!
Package Includes: EPI Academy courses
- Basics of Value Acceleration
- Team Building: Defining Well Functioning Teams
- Implementing the 120-Day CEPA Playbook
- Determining Enterprise Value
- Practice Launch Lite
- CEPA Program Exam Prep
- Coming January 2023 – Empowering Conversations with Business Owners
- Coming February 2023 – Quiet Confidence
- Coming March 2023 – Phases of Valuation
2023 Exit Planning Summit + Owner Engagement Bundle
- Black Friday Price: $1,295 | Retail Price: $2,795
This package is perfect for any advisor looking to advance their exit planning knowledge, directly engage business owners, and have unique experiences with industry leaders at the largest Exit Planning conference in the world. Save $1,500 with this bundle!
Package Includes:
The Exit Planning Summit:
The Exit Planning Summit is back! Join us this spring! We are thrilled to welcome professional advisors back to a world-class in-person conference May 21-23, 2023.
Our Exit Planning Summit is where top CEPAs come to build deep relationships, advance their skillset and knowledge, and share best practices This year’s Summit promises to be the largest exit planning conference in the world and will highlight business development strategies, marketing opportunities, mastery level education, and even introductory content for those looking to join the EPI community.
Owner Engagement Content Package:
The Owner Engagement Content package includes a collection of owner-facing content to help directly land small to lower-middle market business owner clients. This content is used in EPI’s Owner Roundtable series and acts as a starter kit for engaging owners.
Content Includes: Infographics, Whitepapers, Articles, Blog Posts, Email Campaigns, Research, Presentations, Engagement Letters, Mini Assessment Tools, and Meeting Templates
Save on CEPA Package
- CEPA Online: Black Friday Price: $1,900 | Retail Price: $3,100
- Package Includes: Any 2022 or 2023 CEPA Program
During our Season of Deals, we are offering our Certified Exit Planning Advisor (CEPA) programs for $1,200 off! Attend CEPA Online or travel to CEPA In-Person program. Through the CEPA credential, you will gain the knowledge needed to advance your exit planning practice, protect the value in your business, and engage more effectively with business owners.
Package Includes:
Any 2022 or 2023 CEPA Program
Through the CEPA credential, you will gain the knowledge needed to advance your exit planning practice, protect the value in your business, and engage more effectively with business owners.
CEPA Mastery Bundle
- CEPA Online: Black Friday Price: $2,200 | Retail Price: $4,000
Product Description: Earning the CEPA Credential is the first step in mastering exit planning. Save $1,780 when you bundle your CEPA program with a CEPA Exam Prep course and two additional EPI Academy programs: Implementing the 120-Day CEPA Playbook and Practice Launch Lite.
Package Includes:
Certified Exit Planning Advisor Credentialing Program + CEPA Exam Prep Course:
Through the CEPA credential, you will gain the knowledge needed to advance your exit planning practice, protect the value in your business, and engage more effectively with business owners.
The CEPA Exam Prep Course was developed to give you further opportunities for preparation specific to the CEPA Exam and to give you additional touchpoints live with your CEPA Faculty. This course is broken into three weekly sessions prior to the start of your CEPA program. These three sessions are in addition to the Pre-CEPA Onboarding Call that is offered to all attendees at no extra cost.
Implementing the 120-Day CEPA Playbook:
Implementing the 120-Day CEPA Playbook is an expansion of the playbook you receive in your post-CEPA training. Together with Scott Snider, President of the Exit Planning Institute, you will lay the foundation for implementing the training, tools, and knowledge into your practice.
Practice Launch Lite:
A virtual workshop with EPI leadership. Utilizing real-life consulting and exit planning firm, Aspire Management, to show advisors how to implement exit planning into their practices.
Walking to Destiny + Exit Planning Library Package
Limited Availability – 14 Packages
- Black Friday Price: $260 | Retail Price: $530
The more educated an owner is about exit planning, the more likely they are to begin incorporating exit strategy into their business plan. Gifting books to your potential owner clients is a great way to educate these owners on exit planning and value growth. According to a survey of advisors on LinkedIn, 15% said sharing books was a great way to educate owners. Gift Walking to Destiny to your prospective clients and start the exit planning conversation early.
Enhance your exit planning knowledge and build your personal library of industry-leading books from top business professionals. You’ll receive 24 books for $260 in this package that will discuss everything from maximizing business value to sharing successful business stories. This package is valued at over $530!
Package includes
- 10 paperback copies of Walking to Destiny by EPI CEO, Christopher Snider
- 9 hardcover copies of Walking to Destiny by EPI CEO, Christopher Snider
- 1 Stories that Stick by Kindra Hall
- 1 Willing Wisdom by Tom Deans
- 1 Reality of Change by Fred Johnson
- 2 of the EPI Team’s favorite books from a selection of:
- Ultimate Sale by Justin Goodbread
- Poised for Exit by Julie Keyes
- Every Family’s Business by Tom Deans
- Maximize Business Value by Tom Bronson
Now is the perfect time to immerse yourself in the EPI community and advance your exit planning practice. View all the EPI Season of Deals Packages here.
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