For advisors looking to differentiate themselves in a crowded marketplace, the Exit Planning Institute® (EPI) offers a wealth of resources designed to deepen your knowledge of the Value Acceleration Methodology™. By leveraging these tools, advisors can not only enhance their technical expertise but also deliver more strategic, actionable insights to business owners building a significant company and preparing for a successful exit. Whether you are new to exit planning or a seasoned advisor, EPI provides pathways to expand your skills, build credibility, and stand out in the advisory space. Here are just a few new offerings to add to your toolkit.
New Academy Courses
EPI Academy provides the perfect platform for advisors, owners, consultants, and more looking for professional education led by industry experts. With a plethora of courses that are available for EPI continuing education and, in some cases, available for CFP and/or CPE credits as well, there is no shortage of opportunities to learn something new.
New courses are frequently added to ensure our education offerings are timely, relevant, and valuable for professionals looking to grow. Our two latest courses are:
- Brain Training for Business Advisors – This course explains the mental processes driving business behavior and provides practical, research-based strategies to support your clients in leading more effectively, thinking more clearly, and making more decisive actions.
- Demystifying the Role of the Exit Planning Quarterback – Whether you’re new to exit planning or aiming to enhance your leadership skills, this course provides practical strategies for leading advisor teams, aligning with business owner goals, and clarifying complex transitions. You’ll learn how to build consensus around the quarterback role, communicate its value effectively, and establish realistic expectations for success.
The Exit Planning Summit
The Exit Planning Summit is the premier event for networking and professional development in the exit planning space. While it is a cornerstone gathering for Certified Exit Planning Advisors (CEPA®), all business advisors are welcome, making it a unique opportunity to learn from thought leaders and peers alike.
Attendees can choose from VIP or general admission tickets, allowing for a tailored experience that can include exclusive networking, workshops, and one-on-one interactions with experts. The Summit is a place to build connections, gain new perspectives, and discover innovative approaches to exit planning. Tickets for the next Summit are available now.
Credentialed Plus
For advisors seeking to stay connected, market their skills, and advance their exit planning expertise, the Credentialed Plus membership offers valuable resources. At $995 annually, Credentialed Plus includes:
- Every benefit from the Credentialed Membership
- The CEPA Designation
- Access to Beyond CEPA, a program designed to deepen application of exit planning concepts
- Implementation Plan guidance to integrate strategies into your practice
- EPI and CEPA logos for personal branding
- The EPI Content Portal, featuring:
- Marketing and business development tools
- Access to CEPA Think Tank events
- Professional development resources
- Monthly Member Round-Up emails
Credentialed Plus empowers advisors to maintain a competitive edge while staying actively engaged with the EPI community. By leveraging these resources, advisors can strengthen their technical expertise, expand their visibility, build trust with clients, and grow their advisory practice.
CEPA Accelerator
The CEPA Accelerator Program is an exclusive mastermind group designed for advisors committed to deepening CEO client engagement through their CEPA designation. The program meets virtually for 3 hours per month over a 12-month period and is limited to 10 advisors from non-competing geographic areas, ensuring a focused and collaborative learning environment.
The CEPA Accelerator offers a structured approach to peer learning, accountability, and professional growth. Advisors benefit from shared experiences, practical insights, and actionable strategies to enhance the value they deliver to business owner clients.
EPI is continually evolving to provide advisors with innovative tools, education, and community support. Each of these resources is designed to help you sharpen your skills, differentiate your practice, and deliver greater value to your clients.
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