Learn all about the CEPA® program and how to become your client’s most trusted advisor. →
Register for upcoming CEPA® courses and take the first steps toward your Value Acceleration journey. →
Hear from real individuals about how Exit Planning Institute®️ and the Certified Exit Planning Advisor designation have transformed their daily practice and resulted in better outcomes for clients. →
Read our comprehensive guide on all things CEPA®.
Learn about this crucial exit planning methodology and the foundation of EPI’s philosophy.
Find out which organizations approve of the CEPA® designation.
Explore all the EPI benefits you can leverage as you embark on your CEPA® journey.
Meet our EPI CEPA® Faculty instructing our CEPA courses, and learn more about these leaders in the space.
Find answers to your frequently asked CEPA® questions here.
CEPA® EXAM Prep Course →
Empowering Conversations with Business Owners →
Implementing Value Acceleration as a Financial Advisor →
View the complete course collection →
Deep dive into the tax side of M&A deals, positioning your client to mitigate tax costs when it comes time to exit.
Meet the leadership instructing our EPI Academy courses.
Hear EPI CEO Christopher Snider’s insight on hosting productive and engaging client workshops through the Value Acceleration Methodology™.
Learn more about EPI Academy, your one-stop destination for exit planning education.
Discover course bundles to help bolster your exit planning knowledge on vital topics or build your own preferred bundle.
Take a deep dive into the premier exit planning event, bringing together advisors from across the globe for networking and education. →
Learn more about EPI-hosted webinars, providing a wealth of expert knowledge on a variety of exit planning topics for CEPA®s and non-CEPAs. →
Learn more about these interactive networking and best practice groups, for CEPA®s only.
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.
Keep track of all the events happening across the EPI Chapter Network, and find one near you.
Find the latest results from EPI’s State of Owner Readiness™ Report, offering unique business owner insight nationally. →
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. →
Explore EPI's free library of case studies, white papers, and infographics to help advisors build strategies, educate clients, and sharpen exit planning skills. →
Check out EPI’s recommended exit planning reads, with contributions from leaders in the space.
Find our collections of business review pieces, written by experts with a commitment to leadership and excellence.
Find results from various regional State of Owner Readiness™ Reports, with various regional insights from business owners.
Read weekly blogs on various exit planning topics, with frequent contributions from industry thought leadership.
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.
Meet EPI’s Partner Network and learn more about these various exit planning leaders.
Connect with a Certified Exit Planning Advisor (CEPA), a professional trained to help business owners accelerate growth, build value, and align personal and financial goals for a successful exit.
Bridge the gap between owners and advisors with the foundational framework handbook to exit planning and the Value Acceleration Methodology™
Learn all about the people and history behind Exit Planning Institute®. →
What drives EPI? Read more about EPI’s vision and purpose. →
Browse and watch a variety of educational and entertaining exit planning videos.
Meet the EPI Thought Leadership Council, featuring exit planning experts across the industry.
Read the latest research, case studies, infographics, and whitepapers pertaining to Exit Planning and business value growth strategies.
Learn more about becoming a Certified Exit Planning Advisor (CEPA).
