How to Position Yourself Successfully as a CEPA in the Exit Planning Marketplace

Earning the Certified Exit Planning Advisor® (CEPA) credential provides more than the initial education. The CEPA allows you to position yourself strategically in the exit planning industry. From leveraging the educational offerings of EPI Academy courses to attending webinars, CEPA Think Tanks, and Chapter Events, discover how CEPAs can solidify your success in your practice and better serve your owner clients.

EPI Academy Courses 

EPI Academy is Exit Planning Institute’s 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.”

Implementing the 120-Day CEPA Playbook

Implementing the 120-Day CEPA Playbook is an expansion of the playbook you receive in your post-CEPA training. Together with Scott Snider, President of the Exit Planning Institute, you will lay the foundation for implementing the training, tools, and knowledge into your practice. Throughout this course, Scott will help you establish the rhythm of your practice and provide helpful hints and key insights from his own experience. You will learn how to build out exit planning practices, service lines, and marketing programs.

Selling to Business Owners 

The Selling to Business Owners Course shows advisors how to leverage that knowledge through marketing and business development efforts. This course provides you with a better understanding of how to identify, attract, nurture, and close qualified candidates in your target market. Leaning on the concepts of the Value Acceleration MethodologyTM, three-course instructors specializing in value growth, marketing, and business development respectively, will show advisors how to differentiate themselves from the competition in a crowded, fast-paced market.

Accelerate Your Exit Planning Practice

As a professional advisor, consistently executing within an established system provides you with significantly more potential to grow your practice faster than if you followed no plan. During Accelerate Your Exit Planning Practice, presenter Julie Keyes (value advisor, author, podcaster, and award-winning CEPA), will take you through everything she has learned and experienced in building her own exit planning practice. This will give you a better understanding of key areas to focus on to implement these strategies and systems into your own business. 

Immerse Yourself in the Exit Planning Community

Exit Planning Institute provides a variety of free education and networking opportunities for CEPAs and those in the exit planning community. Through our CEPA exclusive Think Tanks, bi-monthly webinars, and extensive Chapter network, we offer the tools and resources needed to position yourself as a thought leader in the exit planning space. 

CEPA Think Tanks 

CEPA Think Tanks virtually every other week and are hosted by the EPI Member Experience Team. These virtual best practice and networking groups allow CEPAs to get introduced to new topics live with experts while integrating best practices through deeper guided conversations with fellow CEPAs from around the world. 

EPI Webinars 

EPI hosts bi-monthly free webinars with a variety of industry experts, trusted Strategic Partners, EPI Faculty, and EPI Leadership team members. These webinars offer CEPAs, business owners, and others in the exit planning community with a chance to learn best practices, strategic opportunities, and areas for growth within their own practices or companies. 

EPI Chapter Network

The EPI Chapter Network creates a forum where the local community of professional advisors can collaborate and address the unique needs of their community. Chapters develop educational programs for business owners and professional advisors that build awareness and better prepare an owner for the successful exit of their business. The purpose of the EPI Chapter Network is to create, encourage, and foster the adoption of best practices in the exit planning profession. Chapters promote the common interests of business advisors engaged in exit planning. 

After becoming a CEPA, there are endless opportunities to fully immerse yourself in the exit planning community and position yourself for excellence in your practice.