THE EXIT PLANNING BLOG
Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.
Black Friday Deals are Available Now
by Member Experience on November 23, 2018
Black Friday has arrived!
- Get 60% off Summit in San Antonio.
- Get 50% off Walking to Destiny Books.
- Get 50% off any 5-Day CEPA program.
- Get 40% off Owner Roundtable series.
Offers only available to the first ten people to take advantage. Use the links below!
- The team at EPI
50% off Five-Day CEPA Program + Upgraded Mastermind Membership in 2019
This deal includes registration to any 2019 Five-Day CEPA program plus 12-month upgraded Professional Development membership, complimentary registration to CEO Chris Snider’s Exit Planning Practice Launch Virtual Workshop, and 10 copies of Walking to Destiny. This bundle is usually $8,100, but today, you can have it all for $3,995! Apply for your program now and save. Offer ends Monday. Limited to the first 10 qualified applicants.
NOTE: BLACK FRIDAY DEALS ARE THE LOWEST PRICES OFFERED FOR CEPA.
Redeem the Black Friday offer:Dallas: FEB 2019 Phoenix: APR 2019 Chicago: MAY 2019 Atlanta: JUL 2019 Phoenix: OCT 2019 Chicago: NOV 2019
50% off Walking to Destiny Book Bundle:
20 Books for $200! Free shipping.
Limited to the first 20 buyers.
Redeem the Black Friday offer:
Learn more about the award-winning book and author Christopher Snider now.
60% off Summit Pack (with Exit Planning Practice Launch Workshop & Book Bundle)
Attend the 2019 Exit Planning Summit in San Antonio on September 23-25, 2019, receive complimentary registration for you and your team to attend CEO Chris Snider’s Exit Planning Practice Launch Virtual Workshop and receive 20 copies of Walking to Destiny books for great client gift-giving this holiday season. Plus by purchasing, you can also register for Mastering the Triggering Event Advanced Workshop for 50% off (saving you another $750). A $2,200 value for only $900! Three big savings in one! Limited to the first 10 registrants.
Redeem the Black Friday offer:GET YOUR 2019 EXIT PLANNING SUMMIT BUNDLE PACK
40% off OwnerRoundtable One-Year License
Have you been considering the new Owner Engagement Membership that includes the game-changing OwnerRoundtable series? Wait no longer! This annual program includes mentoring, training days, exclusive white label content, marketing assessment and insights, and one-on-one coaching with CEO Chris Snider. Usually $10,000 per year. For Black Friday, it has been slashed by 40% and you can upgrade for $6,000! Exclusively available to Certified Exit Planning Advisor members in good standing. Limited to first 10.
Redeem the Black Friday offer:MEMBER EXCLUSIVE: CONTACT EPI NOW FOR FULL DETAILS
Happy holidays from the Exit Planning Institute!
More than a credentialing company.
“This Methodology is Going to Supercharge My Practice!” -Justin Goodbread, CEPA, CFP®
Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.
Exit planning is not just a plan (or a keyed-in report to print out for an owner). It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. It aligns the business, personal, and financial needs of the owner. Good exit planning utilizes the Value Acceleration Methodology™ to move clients through discovery, prepare, and decide gates. Certified Exit Planning Advisors (CEPA) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective as to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project. [view the award-winning methodology]
“Why did I earn CEPA when I already had an exit planning designation? Simple, the network. The quality of the EPI advisor network is unmatched.” -Paul Meyer, CEPA, CBEC
Do you consider your COIs or your referral network as the #1 source for new business? Look no further for your next membership affiliation. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world. [find a CEPA in your area]
“As a CPA, nothing is more important than exit planning.” -Bill Kenedy, CPA/ABV, CFF, CEPA
Our founders paved the way for the organization we are today. In the past three years alone, EPI has grown by more than ten times. We support and enable thousands of professional advisors who are leading the way in their local marketplaces across the globe. We invite you to join the community and experience the EPI difference.
We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 900 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future. [explore the EPI history timeline snapshot]
“You want to have the best credential in the industry. So my advice is that you have to go with Exit Planning Institute.” -Vincent Mastrovito, CEPA, CBEC
Do you want help in an increasingly commoditized or oversaturated marketplace? Do you want just another designation for your business card or do you want the credentialing education that helps you adapt and thrive in a rapidly changing industry? You’ve come to the right place.
The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe made up of 15 countries, 44 U.S. States and representing over a dozen different professional disciplines. To serve this elite and cross-functional community on one major platform, EPI produces the best content as it relates to exit planning, succession planning, and value acceleration, provides ongoing advisor support and practice development, and creates connectivity to transitioning business owners. [connect with us today]