Discover the Exciting 2024 Programs Announced by the Exit Planning Institute

As the authority on exit planning, Exit Planning Institute provides educational programs, engaging networking experiences, and an industry-leading credential for professional advisors.

View our upcoming CEPA Programs, learn about new EPI Academy courses, and register for the 2024 Exit Planning Summit!   

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. 

Taught by our award-winning EPI Faculty, our week-long CEPA program prepares advisors to have deeper and more holistic conversations with business owners, become a trusted advisor on an owner’s exit planning team, and build their professional network across this vast industry. 

Earning CEPA doesn’t change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit. James Sorey, CEPA since 2023, shares, “Going through the program has given me an early edge in understanding and educating potential acquisition partners on the program. More importantly, this has given me better insight into the internal struggles many of these advisors face in making a move in the first place. I've been in the space for 20+ years, I feel like I'm just now learning what to do.”

In 2024 we will host 11 CEPA Online programs to expand the CEPA community, educate professional advisors, and ultimately provide business owners with a more significant exit from their business. 

CEPA Programs in 2024: 

  • JAN 22 -26
  • FEB 12 -16
  • MAR 18 - 22
  • APR 15 - 19
  • MAY 13 - 17
  • JUN 10 - 14
  • JUL 15 - 19
  • AUG 19 - 23
  • SEP 16 - 20
  • OCT 21 - 25
  • NOV 18 - 22

New EPI Academy Courses in 2023 and 2024

EPI Academy is Exit Planning Institute’s interactive and award-winning online learning platform that stands as a beacon of innovation in the realm of professional education. Garnering accolades and recognition for its exceptional design and transformative impact, EPI Academy is more than just an online learning platform, it's a dynamic and immersive journey into the world of exit planning, value acceleration, and all of the surrounding disciplines. 

In essence, EPI Academy is a testament to EPI's unwavering dedication to elevating the standards of professional education. It embodies innovation, engagement, and excellence, offering a transformative educational experience that equips learners with the tools and insights needed to excel in the intricate world of exit planning and beyond.

We surveyed our community of exit planning professionals to see what areas of exit planning, business value growth, practice improvements, and advisory services they are interested in learning. Armed with the valuable insights gleaned from this research, we have meticulously curated a series of eight new courses. These courses will be released over the remainder of the year and into 2024!

These Courses Will Include:  

  • Relevant Factors in Family Business Transitions
  • ESOPs Deep Dive
  • Private Equity Deep Dive
  • Tax Planning for Business Transitions
  • Implementing Value Acceleration as a Financial Advisor
  • Conducting Effective Client Workshops
  • Selling to Business Owners
  • Preparing Business Owners for the Personal Side of Transition

The 2024 Exit Planning Summit 

Mark your calendars for the premier exit planning conference! The Exit Planning Summit is making its way to the beautiful shores of Marco Island in April 2024. Join EPI April 28 - 30 and immerse yourself in a transformative experience at the beautiful JW Marriott Marco Island Beach Resort. Join hundreds of  Certified Exit Planning Advisors, professional advisors, and their teams for three days of exceptional educational content designed to enrich your knowledge and elevate your insights.


Beyond the enriching educational sessions, the Summit offers numerous networking opportunities to establish connections with advisors from across the globe. Engage with peers, connect with like-minded professionals, and harness the potential of a worldwide community.

In the heart of the breathtaking Marco Island backdrop, the Exit Planning Summit 2024 promises an unforgettable intersection of knowledge, growth, and networking. Be part of this transformative journey and seize the opportunity to enhance your advisory practice. The Summit is not just another conference; it's a catalyst for transformation and innovation.