Exit Planning Institute is Thankful for Our Advisor Community

With Thanksgiving this week, most everyone will be asked the following question: “What are you thankful for?” There are a lot of things to be thankful for this year. Spending time with family, enjoying the holidays with loved ones, and if you are a business advisor: saving big on professional education. 

Exit Planning Institute is grateful for our amazing community of Certified Exit Planning Advisors, business owners, and professional advisors. To show our thanks for being members of the ever-growing exit planning community, we are offering amazing deals on our industry-leading credential, books, interactive business courses, and in-person events this year! 

Grateful to Our CEPAs

We are incredibly grateful to have over 3,000 Certified Exit Planning Advisors in the marketplace. To show our appreciation for these CEPAs, this year during our Season of Deals, we are offering packages with over $2,000 in savings. Whether you are looking to further your CEPA education with implementation courses, build your library of exit planning resources, or be the first to register for our upcoming Exit Planning Summit, we have a deal for you!

EPI Academy Bundle

Earning the CEPA Credential is the first step in mastering exit planning. Now is the time to build upon that knowledge with three new courses in our EPI Academy. Learn how to integrate exit planning in your advisory practice, market yourself effectively to potential clients, and implement exit planning into your everyday business model. Save $700 on three courses that are sure to improve your business!

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Membership + Summit Special

The Exit Planning Summit is back! Join us this spring! We are thrilled to welcome professional advisors back to a world-class in-person conference in Scottsdale, Arizona May 1-3, 2022. Register for the Summit and renew your CEPA Credentialed Plus Membership for 2022 and save almost $800!

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Thankful for Our Growing Community

The EPI community is made up of advisors and business owners from across the globe. We want to thank all our advisors for their support of our programming, educational tools, and events by offering promotions on our best exit planning education. This year we have two excellent deals on our Certified Exit Planning Advisor credentialing programs and a few book packages to grow your knowledge about exit planning and business value. 

Save on CEPA Package

Save on CEPA

During our Season of Deals, we are offering our Certified Exit Planning Advisor (CEPA) programs for $1,100 off! Attend the CEPA program virtually at our CEPA Masterclass or travel to an in-person CEPA Executive program. Through the CEPA credential, you will gain the knowledge needed to advance your exit planning practice, protect the value in your business, and engage more effectively with business owners.

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CEPA Mastery Bundle

CEPA Mastery Bundle

Earning the CEPA Credential is the first step in mastering exit planning. Save $2,000 when you bundle your CEPA program with a CEPA Exam Prep course and our EPI Academy programs: Marketing for the Professional Advisor Masterclass and Practice Launch Lite.

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Exit Planning Library

Enhance your exit planning knowledge and build your personal library of industry-leading books from top business professionals. You’ll receive eleven books for $150 in this package that will discuss everything from maximizing business value to sharing successful business stories. This package is valued at over $350! 

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Walking to Destiny Gifting Package

The more educated an owner is about exit planning, the more likely they are to begin incorporating exit strategy into their business plan. Gifting books to your potential owner clients is a great way to educate these owners on exit planning and value growth. Enjoy $350 off a case of Walking to Destiny! You’ll receive 28 copies for only $266! That’s less than $10 per book!   

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Happy Thanksgiving from all of us at the Exit Planning Institute! We hope you all have a wonderful time with family and friends this holiday season.