Insights

Growth momentum The company has ongoing productized offerings and a growing ecosystem (CEPA program, CEPA Connect, EPI Academy, Business Owner Prospecting and Engagement Series) which signals multiple cross-sell opportunities to current CEPAs, advisors, and business owners.

Strategic partnerships Recent and notable partnerships and collaborations (Million Dollar Author, podcasts, and events) create avenues for co-marketing, joint webinars, and aligned value propositions to expand reach within professional advisor networks.

Industry leadership With a long-standing focus since 2005 and a flagship value methodology, there is potential to position EPI as a preferred trainer for large advisory firms seeking credentialing, enhancing enterprise value offerings for their clients.

Tech-enabled reach A tech stack including HubSpot, WordPress, Hotjar, and advertising platforms indicates robust digital marketing and analytics capabilities, enabling targeted outbound campaigns to owners, advisors, and CPA/attorney communities.

Financial health Revenue range of 25–50 million and a mid-size workforce suggests capacity to scale enterprise deals, sponsorships, and enterprise licensing while maintaining service delivery to a growing member base.

Exit Planning Institute Tech Stack

Exit Planning Institute uses 8 technology products and services including LinkedIn Ads, Microsoft Advertising, Hotjar, and more. Explore Exit Planning Institute's tech stack below.

LinkedIn Ads

Advertising

Microsoft Advertising

Advertising

Hotjar

Analytics

HubSpot Analytics

Analytics

HubSpot Content Hub

Content Management System

WordPress

Content Management System

ZoomInfo

Lead Generation

Piwik

System Analytics & Monitoring

Exit Planning Institute Email Formats	Example	Percentage
FLast@exit-planning-institute.org	JDoe@exit-planning-institute.org	97%
Last@exit-planning-institute.org	Doe@exit-planning-institute.org	3%

Exit Planning Institute Email Formats

Example

Percentage

FLast@exit-planning-institute.org

JDoe@exit-planning-institute.org

97%

Last@exit-planning-institute.org

Doe@exit-planning-institute.org

Frequently Asked Questions

What is Exit Planning Institute's phone number?

You can contact Exit Planning Institute's main corporate office by phone at

+1-847-458-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Exit Planning Institute's official website and social media links?

Exit Planning Institute's official website is exit-planning-institute.org and has social profiles on LinkedIn.

How much revenue does Exit Planning Institute generate?

As of October 2026, Exit Planning Institute's annual revenue is estimated to be $25M - $50M.

What is Exit Planning Institute's SIC code and NAICS code?

Exit Planning Institute's SIC code is 8299 - Schools and Educational Services, Not Elsewhere Classified and NAICS code is 6114 - Business Schools and Computer and Management Training.

How many employees does Exit Planning Institute have currently?

As of October 2026, Exit Planning Institute has approximately 105 employees across 4 continents, including North America, Africa and Asia. Key team members include Owner Operator: M. L., Business Development Manager: J. K. and Certified Exit Planning Advisor (cepa): P. S. Explore Exit Planning Institute's employee directory with LeadIQ.

What industry does Exit Planning Institute belong to?

Exit Planning Institute operates in the Professional Training and Coaching industry.

What technology does Exit Planning Institute use?

Exit Planning Institute's tech stack includes LinkedIn Ads, Microsoft Advertising, Hotjar, HubSpot Analytics, HubSpot Content Hub, WordPress, ZoomInfo and Piwik.

What is Exit Planning Institute's email format?

Exit Planning Institute's email format typically follows the pattern of FLast@exit-planning-institute.org. Find more Exit Planning Institute email formats with LeadIQ.

When was Exit Planning Institute founded?

Exit Planning Institute was founded in 2005.

Exit Planning Institute

Q: How many employees does Exit Planning Institute have currently?

Exit Planning Institute has approximately 105 employees.

Q: What technology does Exit Planning Institute use?

Exit Planning Institute's tech stack includes Twemoji, Microsoft 365, Facebook, HubSpot Analytics, Mailchimp.

Q: What is Exit Planning Institute's NAICS code?

Exit Planning Institute's NAICS code is 6114 (Business Schools and Computer and Management Training).

Professional Training and CoachingOhio, United States51-200 Employees

Exit Planning Institute (EPI) is a professional training and coaching organization focused on exit planning and value creation for business owners and their advisors. Based in Westlake, Ohio, the institute has 51-200 employees and has operated since 2005. It offers the Certified Exit Planning Advisor CEPA credentialing program, equipping professionals including attorneys, accountants, financial planners, business brokers, wealth managers, and estate planners with tools to build enterprise value, align goals, and turn exit planning into a revenue-generating practice. The organization promotes the Value Acceleration Methodology, a process taught through the CEPA program that integrates exit strategy with owners' personal, business, and financial goals. EPI serves a community of professional advisors and business owners and maintains a website at exit-planning-institute.org.

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