Advance Your Exit Planning Education

Even though schools are winding down for the year and summer is approaching – it is not too early to think about advancing your education. As a business professional, continued advanced education is the key to remaining at the top of your field. Whether you are a business owner looking to expand your reach to a new client base, or a professional advisor hoping to add another service line to your practice. Receiving a higher education in your field will give you a competitive edge. 

In honor of National Education Day, we are sharing ways to further your education in exit planning. 

Attend a Webinar or Chapter Event

The impact of the collaborative nature of exit planning is best represented by a variety of online and in-person educational networking events held by Exit Planning Institute and our extensive Chapter Network. EPI offers in-depth webinars with industry experts on a wide assortment of topics. Our current webinar series’ help professionals Become a Holistic Advisor, Implement Exit Planning, and Educate Business Owners. 

The EPI Chapter Network has around 20 chapters across the United States. These chapters host monthly educational and networking events to create a forum where the local community of professional advisors can collaborate to address the unique needs of their community. Chapters develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business. Create, encourage, and foster the adoption of best practices for the exit planning profession and promote the common business interests of those business advisors engaged in the profession of exit planning.    

Complete an EPI Academy Course

EPI Academy is Exit Planning Institute’s new interactive online learning platform. The platform was designed to allow advisors to easily find the content and education they are looking for to enhance their practice and get the most return on their CEPA credentials. These include recommended learning and professional development plans. EPI Academy courses provide both introductory and advanced learning options for professional advisors and business owners looking to improve their expertise and the value of their businesses. There are currently six courses available through EPI Academy. 

EPI Academy courses include The newly released Basics of Value Acceleration, CEPA Exam Prep, Implementing the 120-Day CEPA Playbook, Marketing for the Professional Advisor, and Practice Launch Lite. We are excited to announce that our upcoming course, Determining Enterprise Value will launch on June 30.  

While all of these courses will provide advisors with a deeper understanding of exit planning and how to best implement it into their advisory practice, the Basics of Value Acceleration course offers owners and advisors an introduction to exit planning. During this course, host and EPI President, Scott Snider, will take you through the Value Acceleration Methodology™. This methodology was created by Chris Snider and is seen in the book, Walking to Destiny. Attendees complete the course with a baseline understanding of exit planning and how to help business owners plan for their exit effectively.  

Earn the Certified Exit Planning Advisor Credential

The Certified Exit Planning Advisor (CEPA) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn’t change your expertise, it enhances your ability to engage business owners. CEPA allows advisors to have value-added conversations around growth and exit.

Camm Morton shares, “The education I got from getting my CEPA in 2014 was sensational for me personally.  Because of it, I have been able to help several companies convert to ESOP which has been really rewarding.”

Read Trending Exit Planning Content and Research

Exit Planning Institute shares new research and content about various trending exit planning topics on a quarterly basis. This content provides advisors and owners with a deep dive look at the value acceleration, the four intangible capitals in every business, and personal planning considerations. Through whitepapers, case studies, and infographics, you can advance your education around these important topics. Explore our Exit Planning Content Library to view all our latest content. 

As the authority on exit planning, we partner with national and regional organizations to release research regarding owner readiness to exit their businesses. These State of Owner Readiness Reports provide advisors and owners with insights into owner readiness, exit options analysis, and next act planning. View our most recent State of Owner Readiness Reports here. 

Attend the Exit Planning Summit

The Exit Planning Summit is the coming together of the CEPA Community. The best CEPAs from around the world collaborate with their supporting partners and colleagues. All helping business owners to create more significant companies. CEPAs will develop new or further current relationships, learn best practices, and advance themselves as advisors. Advisors leave the Exit Planning Summit not only galvanized to accelerate their practice but with the resources to do so.

The 2023 Exit Planning Summit will take place in Scottsdale, Arizona May 21-23, 2023 at the Luxury Resort, The Phoenician. Registration is now open to join hundreds of advisors passionate about improving the business value for their owner clients. 

You are never too old to improve your education. We hope you take the time to invest in your education this year!