Over $8,700 in Savings on Exit Planning Education During EPI's 2023 Season of Deals!

EPI’s Season of Deals offers advisors a unique opportunity to access the high-quality exit planning credentialing program, courses, conference, and books at a discounted price. Take advantage of this limited-time offer to invest in your professional growth, enhance your expertise and strategic insight, and stay ahead in the dynamic world of exit planning.

Learn more about these phenomenal exit planning resources and how you can fully immerse yourself in the exit planning community this year! 

CEPA Savings

Take advantage of this limited-time offer to invest in your professional growth, enhance your expertise and strategic insight, and stay ahead in the dynamic world of exit planning. The Certified Exit Planning Advisor® (CEPA) Credentialing Program is a transformative program that empowers you with the knowledge, skills, and recognition needed to build more valuable companies, have stronger personal financial plans, and align business owners’ personal goals.

This program equips you with an in-depth understanding of every facet of business transitions, positioning you as a recognized authority in the field. During the virtual, five-day CEPA Credentialing Program, you will learn comprehensive exit planning strategies and processes guided by accomplished industry experts. This program empowers you to acquire essential skills and advanced techniques, enabling you to help your business owner clients with value enhancement and exit planning endeavors.

We have two packages available to earn your CEPA Credential during EPI’s Season of Deals. 

Save on CEPA Package: $2,000 

Unlock the prestige of the CEPA credential, setting you apart from your competition as a distinguished expert in exit planning. Earning CEPA does not change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit.

Package Includes:

• Certified Exit Planning Advisor® (CEPA) Credentialing Program

CEPA Mastery Bundle: $2,400 

The CEPA Mastery bundle is a meticulously curated selection of exit planning education designed to ensure you not only earn the CEPA credential but also expertly implement your newfound knowledge.

Package Includes: 

• Certified Exit Planning Advisor® (CEPA) Credentialing Program
• CEPA Exam Prep Course
• 120-Day CEPA Playbook Course
• Empowering Conversations with Business Owners Course

Exit Planning Summit Deal: $1,595

Join hundreds of professional advisors and their teams for three days of enriching education, actionable insights, and global networking at the 2024 Exit Planning Summit. The Summit is your catalyst for practice advancement, tailored to refine strategies, explore new paths, and empower you with tangible takeaways. Engage with industry pioneers, gain unprecedented insights, and cultivate a network of like-minded professionals poised for excellence.

Revolutionize your exit planning practice with the 2024 Exit Planning Summit Bundle. Seize this opportunity to engage, empower, and excel in the world of exit planning. Your journey to impactful advisory starts here.

Package Includes: 

• 2024 Exit Planning Summit: Immerse yourself in a transformative experience at the forefront of exit planning in Marco Island from April 28 – 30. 
• Conducting Effective Owner Workshops Course: Equip yourself with the tools needed to engage business owners on a profound level.
• Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth: Navigate the world of exit planning with this comprehensive guide from Exit Planning Institute CEO, Christopher Snider 

EPI Academy Packages 

Immerse yourself in the knowledge and skills needed to excel in exit planning. Complete our newest EPI Academy Courses and become a trusted and impactful advisor in the world of business transitions.

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. This award-winning platform features more than 20 courses taught by experts in a variety of related exit planning fields. 

We have two incredible packages of EPI Academy Courses available this year! 

Selling to Business Owners Bundle: $595

The Selling to Business Owners Bundle is a collection of four strategic EPI Academy Courses designed to empower you with the essential skills and insights needed to excel in selling to business owners. Immerse yourself in each course, enriched with real-world scenarios, practical case studies, and actionable insights that seamlessly enhance your sales interactions.

This Bundle Includes: 

• Selling to Business Owners with Paige Wysocki, Jesse Hudson, and Scott Snider
• Making Referrals Predictable with Mike Garrison
• Basics of Value Acceleration with Scott Snider
• Empowering Conversations with Business Owners wth Scott Snider

2023 New EPI Academy Course Bundle: $995  

This comprehensive package encompasses all seven cutting-edge New EPI Academy Courses released this year, presenting you with an unparalleled opportunity to diversify and expand your exit planning expertise. 

This Bundle Includes: 

• Implementing Value Acceleration Strategies with Justin Goodbread 
• Conducting Effective Client Workshops with Chris Snider 
• Accelerate Your Exit Planning Practice with Julie Keyes 
• Unlocking Engagement Potential with Joe Strazzeri
• Selling Your Business on Your Terms with Scott Bushkie 
• Tax Planning for Business Transitions with Brad Barros, Jess Bahs, and Gal Kaufman
• ESOP FAQs: Unveiling the Essentials with Keith Apton

Walking to Destiny Promotion

Share the knowledge and resources your owner clients need for a prosperous business transition. Invest in the Walking to Destiny Gifting Bundle today and pave the way for seamless exit strategies and lasting business success.

Navigate the world of exit planning with this comprehensive guide. Developed by Exit Planning Institute CEO, Christopher Snider, this book encapsulates the Value Acceleration Methodology™, unlocking strategies to guide business owners toward a successful transition.

Informed owners are primed to integrate a strategic exit strategy seamlessly into their business plan, and this bundle is the first step. Gifting books to your potential owner clients is a great way to educate them on exit planning and value growth. Use the Walking to Destiny Gifting Bundle to start the exit planning conversation early with your business owner clients.

• Holistic Education
• Expert-Backed Approach
• Thought Leadership
• Customer Retention and Loyalty
• Conversation Starters

This Bundle Includes:

Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth

Now is the best time of the year to gain exit planning education, resources, and content to vastly expand your practice, build your knowledge, and fully immerse yourself in the Exit Planning Institute community!