Insights

Expanding Professional Network The Exit Planning Institute regularly hosts and participates in high-profile events like Growth and Impact Week and the Exit Planning Summit, attracting a large base of professional advisors and business owners seeking specialized exit planning expertise, presenting opportunities for targeted outreach and partnership development.

Innovative Training Programs With recent launches such as the EPI Academy course and Business Owner Prospecting and Engagement Series, the company is actively expanding its educational offerings, providing avenues to cross-sell additional advisory tools, memberships, or advanced training modules to existing clients and new prospects.

Technology Adoption The company's use of diverse tech tools like HubSpot Analytics, Adobe, and Google Search Console demonstrates a modern digital marketing approach, offering potential for integrated product bundles that enhance client engagement and data-driven sales strategies.

High Revenue Range With revenue between $25 million and $50 million, Exit Planning Institute presents substantial cross-selling opportunities for financial products, advisory services, or branded certification programs aimed at high-caliber professional advisors.

Strategic Partnerships The ongoing partnership with Initiative One and the launch of community-focused initiatives like CEPA Connect indicate a strategic approach to community building among advisors, opening doors for collaborative sales efforts and exclusive programs tailored for industry innovators.

Exit Planning Institute Tech Stack

Exit Planning Institute uses 8 technology products and services including LinkedIn Ads, HubSpot Analytics, Adobe, and more. Explore Exit Planning Institute's tech stack below.

LinkedIn Ads

Advertising

HubSpot Analytics

Analytics

Adobe

Audio, Video, Graphics

W3 Total Cache

Caching

MySQL

Database

X-Content-Type-Options

Web & Portal Technology

Google Search Console

Web Analytics

Twitter

Widgets

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

Where is Exit Planning Institute's headquarters located?

Exit Planning Institute's main headquarters is located at 24651 Center Ridge Road Westlake, Ohio 44145 United States. The company has employees across 3 continents, including North AmericaAfricaAsia.

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.

What is Exit Planning Institute's NAICS code?

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

How many employees does Exit Planning Institute have currently?

As of May 2026, Exit Planning Institute has approximately 97 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Vice President Of Sales: S. L.Vice President Of Marketing: B. N.Owner Operator: M. L.. 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 AdsHubSpot AnalyticsAdobeW3 Total CacheMySQLX-Content-Type-OptionsGoogle Search ConsoleTwitter.

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 97 employees.

Q: What technology does Exit Planning Institute use?

Exit Planning Institute's tech stack includes HubSpot Content Hub, GoDaddy, LinkedIn Ads, reCAPTCHA, jQuery CDN.

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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