The Value Acceleration Methodology™ (VAM) is at the center of what Certified Exit Planning Advisors (CEPA®) do for their business-owner clients. At the Exit Planning Institute® (EPI), employees embrace VAM every day in their work with CEPAs and behind the scenes.
“Employees embrace the mindset through this formula: help people find purpose, develop the mentality, create vision, establish rhythm, and be performance-centric,” says Scott Snider, EPI President. “Then people see their job as both income generation and value creation. Purpose starts it, but then you need purposeful growth. You’ve never ‘arrived.’ You keep evolving, thinking, improving purpose, mentality, vision, rhythm, performance.”
Value Creators at the Exit Planning Institute
At EPI, that mindset translates into real career growth. Chase Ross, who joined EPI in 2019, is a prime example of how the methodology supports both individual development and organizational scale. In his seven years at EPI, Chase has held several titles before becoming a member of the executive team as the Senior Director of Operations.
He credits this professional growth to VAM and to leadership's trust in both the methodology and its employees.
“People at any level really have the autonomy to make decisions at their level and not be held back,” he says. “As the company grows, complexity increases, and you have to rely on Value Acceleration concepts to stay ahead of the curve.”
This new case study highlights how EPI’s leaders empower their teams to take ownership, make decisions, and develop new skills in real time. When employees are trusted to lead from where they are, they build confidence and become more invested in the company’s success.
The result is a culture that encourages people to think bigger about their work and its impact. Employees are contributing to a larger strategy built around purpose and long-term value creation.
That kind of environment can help organizations strengthen retention, improve collaboration, and develop future leaders from within.
Download the Case Study to Learn More
To read more about how EPI uses the Value Acceleration Methodology to empower its team, download the full case study. You will hear directly from EPI leaders and employees about how purpose, trust, and growth work together to build stronger businesses from the inside out.
You can also read a version of the piece in the 2026 Annual Exit magazine. In addition to this original piece, you’ll find insights from personal planning experts in the EPI community.
About the Value Acceleration Methodology™
The Value Acceleration Methodology™ is the strategic framework for executing exit planning, creating value for the business owner’s company while aligning their business, personal, and financial goals. The Value Acceleration Methodology guides the Certified Exit Planning Advisor and Business Owner through three gates (Discover, Prepare, and Decide) with the ultimate goal to move to advanced value creation or to exit the business.
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