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  • Learn About CEPA

    Program Overview

    Learn all about the CEPA® program and how to become your client’s most trusted advisor. →

    Register for CEPA

    Register for upcoming CEPA® courses and take the first steps toward your Value Acceleration journey. →

    Download the CEPA Brochure

    Read our comprehensive guide on all things CEPA®.

    The Value Acceleration Methodology

    Learn about this crucial exit planning methodology and the foundation of EPI’s philosophy.

    Organizations that Approve CEPA

    Find out which organizations approve of the CEPA® designation.

    Member Benefits

    Explore all the EPI benefits you can leverage as you embark on your CEPA® journey.

    Meet the CEPA Faculty

    Meet our EPI CEPA® Faculty instructing our CEPA® courses, and learn more about these leaders in the space.

    FAQ

    Find answers to your frequently asked CEPA® questions here.

  • Courses

    Featured Courses

    CEPA EXAM Prep Course →

    Empowering Conversations with Business Owners →

    Implementing Value Acceleration as a Financial Advisor →

    View All Courses

    View the complete course collection →

    Tax Planning For Business Transitions

    Deep dive into the tax side of M&A deals, positioning your client to mitigate tax costs when it comes time to exit.

    Academy Faculty

    Meet the leadership instructing our EPI Academy courses.

    Conducting Effective Client Workshops

    Hear EPI CEO Christopher Snider’s insight on hosting productive and engaging client workshops through the Value Acceleration Methodology™.

    About the Academy

    Learn more about EPI Academy, your one-stop destination for exit planning education.

    EPI Academy Bundle

    Discover course bundles to help bolster your exit planning knowledge on vital topics or build your own preferred bundle.

  • Chapters
    Explore Full Network
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  • Events

    The Exit Planning Summit

    Take a deep dive into the premier exit planning event, bringing together advisors from across the globe for networking and education. →

    Webinars

    Learn more about EPI-hosted webinars, providing a wealth of expert knowledge on a variety of exit planning topics for CEPAs and non-CEPAs. →

    CEPA Think Tanks

    Learn more about these interactive networking and best practice groups, for CEPA® s only.

    Drive Value Summit

    Hit the pedal to the metal and learn more about these high-impact, in-person regional summits for business owners and advisors who work directly with business owners.

    Chapter Events

    Keep track of all the events happening across the EPI Chapter Network, and find one near you.

  • Resources

    State of Owner Readiness

    Find the latest results from EPI’s State of Owner Readiness Report, offering unique business owner insight nationally. →

    Annual Exit

    Discover the first-of-its-kind exit planning magazine, where both advisors and non-advisors alike can find a wealth of interesting articles and industry insights. →

    Recommended Reads

    Check out EPI’s recommended exit planning reads, with contributions from leaders in the space.

    Mastering the Market

    Find our collections of business review pieces, written by experts with a commitment to leadership and excellence.

    State of Owner Readiness Regional

    Find results from various regional State of Owner Readiness Reports, with various regional insights from business owners.

    Exit Planning Blog

    Read weekly blogs on various exit planning topics, with frequent contributions from industry thought leadership.

    Exit is Now Podcast

    Take exit planning with you on the go with podcast episodes hosted by EPI President Scott Snider joined by expert guests on a variety of interesting exit planning topics.

    Partner Network

    Meet EPI’s Partner Network and learn more about these various exit planning leaders.

  • About EPI

    About EPI

    Learn all about the people and history behind Exit Planning Institute. →

    Purpose Statement

    What drives EPI? Read more about EPI’s vision and purpose. →

    Videos

    Browse and watch a variety of educational and entertaining exit planning videos.

    Thought Leadership

    Meet the EPI Thought Leadership Council, featuring exit planning experts across the industry.

Download Our CEPA Brochure
Download Our CEPA Brochure
Download Our CEPA Brochure
  • CEPA
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  • Resources
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