Top Exit & Succession Planning Blog for Professional Advisors

Expand Your Exit Planning Education

Written by Colleen Kowalski | Nov 8, 2022 5:00:00 AM

You can help owners create strategies that will reduce risk, build value, and harvest wealth. Your credential is listed on your business card and you are ready for the floodgates to open. Now what? 

What is EPI Academy?

EPI Academy is Exit Planning Institute’s new interactive online learning platform. The platform was designed to allow advisors to easily find the content and education they are looking for to enhance their practice and get the most return on their CEPA credentials. These include recommended learning and professional development plans. Scott Snider says EPI Academy is “continued professional development in a convenient way. It provides advisors with a platform  to build and advance their own practice by completing courses at their own pace online.” 

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 EPI Academy. Learn how to integrate exit planning in your advisory practice, build effective teams for business owners, and implement exit planning into your everyday business model. Save $2,190 on these online courses that are sure to improve your business!

Package Includes:

EPI Academy Course Catalog

  • Basics of Value Acceleration
  • Team Building: Defining Well Functioning Teams
  • Implementing the 120-Day CEPA Playbook
  • Determining Enterprise Value
  • Practice Launch Lite
  • CEPA Program Exam Prep
  • Coming 2023: Empowering Conversations with Business Owners
  • Coming 2023: Business Valuation Through The Value Acceleration Methodology
  • Coming 2023: Tap Into Your Quiet Confidence and Unlock Engagement Potential

Learn more about these EPI Academy Courses here.

View All Season of Deals Packages

Ever wish Black Friday discounts were available longer than just one week in November? We expanded our Black Friday discounts for an entire Season of Deals! We have five incredible packages with over $6,900 in savings for our EPI Community. See all available Seasons of Deals Packages here!

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