With the new year comes the onslaught of “New Year, New Me” posts from everyone you know. Some vow to exercise for 30 minutes each day and stress about their new diet, others share they plan to read two books a month in the new year. One thing is for sure, the new year is an opportunity to forge new habits and make improvements to your personal and professional life.
Exit Planning Institute has the credential, courses, and conferences that arm business advisors with the exit planning education and tools needed to build value in an owner’s business, strengthen relationships, and become their most valued advisor.
In-Person Exit Planning Education
The Exit Planning Institute community has many opportunities to connect in person in 2023. From networking events to educational and collaborative sessions, there are plenty of programs to connect with Exit Planning Advisors and professionals from across the globe.
The EPI Chapter Network
The EPI Chapter Network has around 20 chapters across the United States. These chapters host monthly educational networking events for advisors and business owners and create a forum to collaborate and address their community’s unique needs. Our Chapter Network creates, encourages, and fosters the adoption of best practices for the exit planning profession and promotes the common business interests of those business advisors engaged in the profession.
The 2023 Exit Planning Summit
The Exit Planning Summit is the coming together of the exit planning community. The best advisors from around the world collaborate with their supporting partners and colleagues that are all helping business owners to create more significant companies. Business advisors will develop new or further current relationships, learn best practices, and advance themselves as advisors. Advisors will leave the Exit Planning Summit not only galvanized to accelerate their practice but with the tools and connections to do so.
Online Exit Planning Education
Throughout the year, Exit Planning Institute offers a variety of online education for exit planning advisors and business owners. Whether you are looking for continuing education, are eager to earn an industry-leading credential, or network with a diverse community of advisors, EPI has the online resource for you.
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, get the most return on their CEPA credential, or even begin their exit planning journey. These include recommended learning and professional development plans. EPI Academy courses provide both introductory and advanced learning options for professional advisors and business owners looking to improve their expertise and the value of their businesses.
CEPA Online
The Certified Exit Planning Advisor™ (CEPA) Program, is the only program of its kind. This program offers professional advisors an innovative learning experience, performance-enhancing resources, and strategic tools to help them advance their exit planning practice. Our state-of-the-art online credentialing program provides advisors with best-in-class education on the Value Acceleration Methodology and exit planning topics.
Webinars and Think Tanks
Exit Planning Institute offers in-depth webinars with industry experts on a wide assortment of topics. Our current webinar series’ help professionals Become a Holistic Advisor, Implement Exit Planning, and Educate Business Owners.
Virtual best practices and networking groups are held every other week by the EPI Member Experience team. These Think Tanks introduce CEPAs to new topics while integrating best practices through deeper guided conversations with fellow CEPAs from across the globe. Each networking group counts for 1 hour of CEPA Continued Education Credit. Member exclusive benefit.
Exit Planning Resources
In addition to educational programming, Exit Planning Institute also provides exit planning content, research, and books for advisors and owners to explore throughout the year.
State of Owner Readiness
The viral research study measures business attractiveness and owner readiness on a local,
regional, and national scale to better serve transitioning business owners. Our most recent State of Owner Readiness Reports have found that 92% of owners want to transition their business in the next ten years but 71% have no written company transition plan. Proper exit planning would have a profound impact on an owner’s success during their business transition.
Content Packages
Exit Planning Institute shares new content about various trending exit planning topics on a quarterly basis. Our Exit Planning Content Library provides advisors and owners with a deep-dive look at various aspects of the value acceleration methodology. Through whitepapers, case studies, and infographics, you can advance your education around these important topics and stay up to date with industry trends.
Exit Planning Bookstore
The Exit Planning Institute Bookstore provides advisors and owners with a curated catalog of exit planning and business books to enhance your practice and build value in your business. Featuring books from CEPAs, business leaders, and CEO of Exit Planning Institute, Christopher Snider, this library has a diverse collection of stories to improve your business.
Explore All 2023 Programs
Learn more about our upcoming programs and educational opportunities in our Exit Planning Institute Global Programs catalog.
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