Exit Planning Institute Has Officially Launched Its New Website!

The improvement of understanding is for two ends: first, our own increase of knowledge; second, to enable us to deliver that knowledge to others.

  • John Locke

Exit Planning Institute educates business owners and advisors about the importance of building scalable value in their businesses. We not only educate our community on the importance of strong intangible capital, but we also follow this thinking in our own business. As a result of deep consumer research, leadership meetings, and a structural capital audit, we are excited to announce our new website has officially launched!

Take a look at some of the improved features of our website today! 

Easy Navigation

Our new website includes improved search functionality, easily navigable menus, and an organized blog. With expanded navigation menus our advisor and owner community can easily find information on upcoming webinars and chapter events, read our newest content, access CEPA registration information, learn more about the Exit Planning Summit, and register for EPI Academy courses.   


view of the resources menu tab including all exit planning resources
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Enhanced Member Center

Our Member Center has long since provided advisors with the content, tools, and resources to best serve their business owner clients. Our new and improved Member Center offers a better-organized experience for our CEPAs as well as more updated content. 

Our CEPA Credentialed Plus members will have access to an expanded catalog of content and resources to enhance their practice. CEPAs can continue their professional development through archived webinars, curated member content, and assessment tools. 

In addition to our expanded content catalog, our updated Member Center will include a personalized CE Tracker that allows CEPAs to input their CE hours from outside education sources and stay on top of their hours throughout the year. Any hours obtained through Exit Planning Institute education will be automatically entered into your CE tracker. This includes the Exit Planning Summit and all EPI Academy courses. 

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CE credits tab

Elevated Find a CEPA Pages

Find a CEPA provides our CEPA community with access to our network of over 3,000 CEPAs from across the globe. While functional, we wanted to provide our CEPAs with an enhanced Find a CEPA experience on our new website. These pages rank extremely high in search engines, thus providing our CEPAs with the opportunity to be seen by thousands of website visitors from a simple web search. 

New Find a CEPA page enhancements allow the CEPAs to make updates to their profile to reflect their job title, company name, location, and headshot. Additionally, these pages will allow CEPAs to update their information with a detailed biography to provide more insight into the CEPA and their areas of expertise.

Focus on Experiences

We were eager to create a seamless user experience across our website, Member Center, and EPI Academy. We conducted thorough user research to determine how to best improve the overall navigation of our website. 

Our new website features improved event pages, a detailed and searchable events calendar, and easy registration. Explore all upcoming in-person and virtual events and register directly on the events page! 

Engaging Content

Free exit planning content has never been easier to access. Our new website has dedicated resources for advisors and business owners to enhance their practice and business. From our weekly exit planning blog to quarterly content packages and an expansive video library, Exit Planning Institute provides content for every business situation. 

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An Emphasis on Education

Exit Planning Institute is the authority on exit planning. To stay true to our brand promise, our updated website not only provides a smoother experience for our over 3,500 CEPAs through easily navigable resources, events, and articles but offers a state-of-the-art educational experience as well. 

By creating an in-house platform to run our CEPA program and all EPI Academy courses, we have streamlined the path for CEPAs to earn continuing education and provided non-CEPAs to access exit planning education. Our EPI Academy platform was already an award-winning online education offering, and we cannot wait to continue to educate our network of advisors on this new iteration.

Explore our new website today to uncover more exit planning education, resources, and content!