• 216-712-4244
  • About
  • Login
Exit Planning Institute Logo
Exit Planning Institute - EPI
Exit Planning Institute Logo
  • Learn About CEPA

    Learn About CEPA

    • Download the CEPA Program Brochure
    • CEPA Overview
    • Value Acceleration Methodology
    • Testimonials
    • Register For CEPA

    • Our Faculty
    • Member Benefits
    • FAQs
    • Organizations that Approve CEPA

    Learn About CEPA

    EPI-DigitalEcosystem-CEPA (1)
  • Courses

    Select a Course Category

    • Featured Courses
    • CEPA Exam Prep Course
    • Empowering Conversations with Business Owners
    • Implementing Value Acceleration as a Financial Advisor
    • Course Bundles
    • EPI Academy Bundle

    View Full Course Library
    EPI-DigitalEcosystem-Courses-2
  • Events

    Events

    • Full Event Calendar
    • Webinars
    • The Exit Planning Summit
    • CEPA Think Tanks

    View Event Calendar
    25Summit-Website
  • Chapters

    Chapters

    • Explore Full Network
    • Atlanta
    • Austin
    • Cincinnati
    • Central Ohio
    • Chicago
    • Conejo Valley
    • Dallas
    • Denver
    • Greater Boston

      •  
    • Greater Los Angeles
    • Greater New York
    • Greater Philadelphia
    • Greater Phoenix
    • Inland Empire
    • Kansas City
    • Mahoning-Shenango Valley
    • Nashville
    • New Jersey
    • Orange County
    • Orlando
    • Pittsburgh
    • Raleigh-Durham
    • San Diego
    • San Francisco
    • Sarasota
    • Southeast Michigan
    • Twin Cities Metro Area
    • Utah
    • Wisconsin
    TEMPLATE_Chapters_Menu-Image
  • Resources

    Resources

    • Purchase Now! Walking to Destiny: The Value Acceleration Handbook
    • State of Owner Readiness
    • Exit Planning Blog
    • Free Content Library
    • Videos
    • Annual Exit Magazine

    • National State of Owner Readiness
    • Find a CEPA
    • Exit Is Now Podcast
    • Recommended Reads
    • Partner Network
    • Thought Leadership Council
    • Mastering The Market
    V2-SOOR-Purchase_Square
Download Our CEPA Brochure
Download Our CEPA Brochure
Download Our CEPA Brochure
  • CEPA
    • Download the CEPA Program Brochure
    • CEPA Program Overview
    • Value Acceleration Methodology
    • Testimonials
    • Register For CEPA
    • Our Faculty
    • Member Benefits
    • FAQs
    • Organizations that Approve CEPA
  • Courses
    • Featured Courses
      • CEPA Program Exam Prep
      • Empowering Conversations With Business Owners
      • Implementing Value Acceleration as a Financial Advisor
      • View All Courses
    • New Releases
      • Tax Planning for Business Transitions
      • Conducting Effective Client Workshops
      • View All Courses
  • Events
    • Full Event Calendar
    • Webinars
    • CEPA Credentialing Program
      • CEPA Think Tanks
    • The Exit Planning Summit
  • Chapters
    • Explore Full Network
    • Atlanta
    • Austin
    • Cincinnati
    • Central Ohio
    • Chicago
    • Conejo Valley
    • Dallas
    • Denver
    • Greater Boston
    • Greater Los Angeles
    • Greater New York
    • Greater Philadelphia
    • Greater Phoenix
    • Inland Empire
    • Kansas City
    • Mahoning-Shenango Valley
    • Nashville
    • New Jersey
    • Orange County
    • Orlando
    • Pittsburgh
    • Raleigh-Durham
    • San Diego
    • Sarasota
    • Southeast Michigan
    • Twin Cities Metro Area
    • Utah
    • Wisconsin
  • Resources
    • Walking to Destiny: The Value Acceleration Handbook
    • State of Owner Readiness
    • Exit Planning Blog
    • Free Content Library
    • Videos
    • Find a CEPA
    • Exit is Now Podcast
    • Recommended Reads
    • Partner Network
    • Thought Leadership Council
    • Mastering The Market
    • Annual Exit Magazine
  • 216-712-4244
  • About
  • Member Login
Download Our CEPA Brochure
All Topics Blog CEPA exit planning CEPA community Business Owner Exit Planning Summit EPI Chapter Network Exit Planning Partner Network EPI Announcement Content Value Acceleration Methodology Webinars Excellence in Exit Planning Awards Marketing 2024 Exit Planning Summit 5 Stages of Value Maturity Books Exit Planning Teams EPI Team 2023 Exit Planning Summit Leadership family business women in business Intangible Capital Exit Options Black Friday EPI Academy CPA State of Owner Readiness Chapters Chris Snider National Accounts Small business Walking to Destiny charitable intent personal planning Financial Advisors 5 Ds About us Podcast Insiders Bash Scott Snider Christmas Exit Planning Content Library Case Studies Owner Roundtables Season of Deals Value Advisors financial planning Awards Five Ds executive training Circle of Excellence Exit & Succession Owners Forum forbes EPI Thought Leadership Council Exit Is Now Podcast Peter Christman Three Legs of the Stool Veteran Whitepapers author Business Owners Forum business consultants
EPI is Pleased to Welcome 71 New Advisors to the CEPA Community
Blog CEPA CEPA community National Accounts EPI Chapter Network exit planning Exit Planning Partner Network CPA Small business

EPI is Pleased to Welcome 71 New Advisors to the CEPA Community

December 3, 2019 8 min read
These Five Advisors Challenged the Status Quo: Who Got it Right?
Value Acceleration Methodology Blog Books CEPA CEPA community Content Leadership National Accounts EPI Announcement EPI Chapter Network EPI Team exit planning Exit Planning Summit Scott Snider Exit Options Exit Planning Teams

These Five Advisors Challenged the Status Quo: Who Got it Right?

November 15, 2019 7 min read
Welcome PMI Advisors to the EPI Partner Network
Blog CEPA community National Accounts Exit Planning Partner Network

Welcome PMI Advisors to the EPI Partner Network

February 17, 2019 5 min read
EPI-Logo-Footer
facebook-f icon linkedin-in icon youtube icon spotify icon podcast icon
  • Privacy Policy
  • Shipping Policy
  • Refund Policy
  • Code of Ethics
Copyright © 2025
Exit Planning Institute.
  • About
    • Testimonials
  • CEPA
    • Find a CEPA
    • Become a CEPA
  • Resources
    • Content Library
    • Blog
    • State of Owner Readiness
  • The Exit Planning Summit
    • Register Now
    • Partner with Us
    • Agenda
  • Experiences
    • Chapters
    • Webinars
    • CEPA Think Tanks
  • EPI Academy Courses
    • View All Courses
    • View Bundles

Subscribe to Our Blog

  • Privacy Policy
  • Shipping Policy
  • Refund Policy
  • Code of Ethics
Copyright © 2025
Exit Planning Institute.