Imagine the tempting aroma of freshly baked cookies: warm, inviting, and impossible to resist. That’s how you’ll feel about the bundles available in the Exit Planning Institute®’s (EPI) 2025 Season of Deals.
For a limited time, we’re offering up specially crafted bundles to help you expand your expertise and amplify your impact as an advisor. These deals are the year's best values, so don’t let them pass you by. Explore the bundles below to invest in your professional development and enhance your advisory practice while the opportunities are hot!
Certified Exit Planning Advisor (CEPA®) Bundles
Take your practice to the next level by becoming a CEPA. Designed to make you an expert in driving value for business owners and building significant companies, the CEPA credentialing program is a week-long course featuring the most knowledgeable names in exit planning.
During our 2025 Season of Deals, you can get the best deals of the year on the CEPA credentialing program and kickstart your exit planning journey by investing in yourself.
CEPA All-Access Bundle
Save more than $9,500 with the CEPA All-Access Bundle, crafted to deliver what you need to ace your CEPA Exam and continue that momentum as you integrate the Value Acceleration Methodology into your practice.
Included with registration for the CEPA Credentialing Program and Exam Prep, you will receive full access to every EPI Academy Course released through 2025, a CEPA Plaque to celebrate your achievement, and a live webinar with EPI President Scott Snider to explore the next steps in your CEPA journey and learn how to best utilize your new designation.
CEPA Starter Bundle
In addition to the CEPA Credentialing Program and CEPA Exam Prep, the CEPA Starter Bundle sets you up for continued success with access to a pair of EPI Academy courses, with savings of $2,700.
Learn how to hold impactful conversations with business-owner clients through the “Empowering Conversations with Business Owners” course, and master the terminology used in business valuations with the “Determining Enterprise Value” course, both taught by Exit Planning Institute President Scott Snider.
Save on CEPA Bundle
Get the sweetest deal on your CEPA credential and save $1,100 with the Save on CEPA Bundle.
The CEPA credential is the secret ingredient to building significant companies, crafting stronger personal financial plans, and aligning business owners’ business, financial, and personal goals.
EPI Academy Bundles
Continue your journey as a CEPA and dive deeper into topics covered in the credentialing program with EPI Academy.
EPI Academy’s best-in-class faculty will help you learn more about topics like the Value Acceleration Methodology™ and the Three Legs of the Stool, all while giving actionable insights you can implement into your exit planning practice.
Take advantage of our Season of Deals to score some sweet discounts on some of our most popular and newest EPI Academy courses as 2025 comes to a close.
Continuing Education (CE) Bundle
Keep your CEPA designation up to date with the Continuing Education (CE) Bundle. Featuring seven hand-picked EPI Academy courses, this bundle is packed with real-world scenarios and practical case studies that enhance your exit planning and Value Acceleration knowledge.
Save $1,650 on the following courses with the CE Bundle:
- Value Growth Case Study with Sean Hutchinson
- Empowering Conversations with Business Owners with Scott Snider
- Business Valuation Through the Value Acceleration Methodology with Shina Culberson
- Behind the Conversation: Tap Into Your Quiet Confidence and Unlock Engagement Potential with Joe Strazzeri
- Private Equity Deep Dive with Bobby Kingsbury
- Sell Your Business on Your Terms with Scott Bushkie
2025 New Release Bundle
Get the freshest content from the EPI Academy with more than $1,000 in savings by choosing the New Release Bundle. Stay current on the hottest topics in the exit planning world with this bundle of five new courses fresh out of the oven.
The New Release Bundle includes:
- Personal Planning Deep Dive with Susan Latremoile and Marianne Oehser
- Key Emotions that Kill the Deal Process with Scott Couchenour
- Preparing Heirs for the Money with Roey Diefendorf
- Brain Training for Business Advisors with Kep Kepner
- Demystifying the Role of the Exit Planning Quarterback with Sean Hutchinson
Choose Your Own Bundle
Customize your exit planning continuing education journey with our Choose Your Own Bundle option. With this bundle, you can choose any four courses from our extensive EPI Academy catalogue and receive 20% off the total price.
Beyond CEPA Advisor Growth Bundle
Continue your CEPA journey with the Beyond CEPA Advisor Growth Bundle, a set of four EPI Academy courses designed to expand on the knowledge gained from the CEPA Program.
Save more than $600 on the following courses with the Beyond CEPA Advisor Growth Bundle:
- Team Building: Defining, Building, and Leading Well Functioning Teams with Amy Wirtz
- Business Valuation Through the Value Acceleration Methodology with Shina Culberson
- Empowering Conversations with Business Owners with Scott Snider
- Making Referrals Predictable with Mike Garrison, CEPA
Summit Bundles
The annual Exit Planning Summit is a three-day event that offers networking opportunities with other exit planning professionals, valuable workshops, main stage sessions, and breakout sessions that allow for more in-depth learning.
In 2026, the Exit Planning Summit heads to Nashville, Tennessee, and the prestigious Gaylord Opryland Resort. Save now, during our Season of Deals, to reserve your spot at the largest gathering of exit planning professionals in 2026.
Exit Planning Summit VIP Bundle
Make the most of your 2026 Exit Planning Summit Experience and score savings of more than $1,100 with the VIP Bundle. You'll receive VIP registration, priority access to room blocks at the Gaylord Opryland, a VIP check-in, access to exclusive events, reserved seating for main stage sessions, a plus-one for The Summit Social, and $100 off any workshop.
Exit Planning Summit Bundle
Make yourself seen at the 2026 Exit Planning Summit in Nashville, Tennessee, with the Exit Planning Summit Bundle. In addition to top-notch networking opportunities, this bundle includes registration for the 2026 Summit and $100 off any workshop. Save $1,200 on Summit registration by choosing this bundle.
Walking to Destiny Gifting Bundle
Give the gift of knowledge with the Walking to Destiny Gifting Bundle.
Written by Christopher Snider, CEO of EPI, Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, prepares business owners and their advisors with the knowledge they need to fulfill their potential and drive value into their businesses.
Use the Walking to Destiny Gifting Bundle to begin the exit planning discussion early with your business owner clients. This bundle includes extended discounts on bulk purchases of Walking to Destiny.
Don’t miss out on these exclusive deals, as once the season ends, so do the savings. Whether you’re seeking to deepen your advisory skills, earn a credential that opens new doors, or simply stay ahead in your professional journey, the Exit Planning Institute’s 2025 Season of Deals has something for every advisor. Act now to secure your bundle and start making a greater impact on your clients’ lives and your own.
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