Insights

Expanding Educational Offerings Exit Planning Institute has launched new programs such as DriveValue.com and expanded its training platform, presenting opportunities to offer complementary advisory services, technology integrations, or customized training solutions to enhance their educational ecosystem.

Leadership & Growth With recent moves to expand offices and develop a global headquarters in Cleveland, Ohio, the company is poised for accelerated growth, creating demand for strategic consulting, project management, and change management services to support its scale-up strategies.

Recognition & Reputation Winning awards such as the bronze medal at the Best in Biz Awards and achieving Great Place to Work certification enhances their brand reputation, making them open to partnerships that leverage their market recognition through joint initiatives or co-branded campaigns.

Strong Industry Focus Serving a high-profile niche of professional advisors with specialized training programs like CEPA, the company offers tailored consulting and content services that can be targeted to their network for cross-promotional opportunities or exclusive product integrations.

Financial Performance With revenue estimates between $25 million and $50 million and ongoing investments in digital platforms and events, the company presents opportunities for financial service providers, technology vendors, or event sponsors seeking to engage with a premium target audience of business advisors and entrepreneurs.

Similar companies to Exit Planning Institute

Exit Planning Institute Tech Stack

Exit Planning Institute uses 8 technology products and services including Microsoft Advertising, Linkedin Insight Tag, Google Hosted Libraries, and more. Explore Exit Planning Institute's tech stack below.

  • Microsoft Advertising
    Advertising
  • Linkedin Insight Tag
    Analytics
  • Google Hosted Libraries
    Content Delivery Network
  • jsDelivr
    Content Delivery Network
  • Microsoft 365
    Email
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • Apache HTTP Server
    Web Servers

Media & News

Exit Planning Institute's Email Address Formats

Exit Planning Institute uses at least 1 format(s):
Exit Planning Institute Email FormatsExamplePercentage
FLast@exit-planning-institute.orgJDoe@exit-planning-institute.org
48%
Last@exit-planning-institute.orgDoe@exit-planning-institute.org
2%
FLast@exit-planning-institute.orgJDoe@exit-planning-institute.org
48%
Last@exit-planning-institute.orgDoe@exit-planning-institute.org
2%

Frequently Asked Questions

Where is Exit Planning Institute's headquarters located?

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Exit Planning Institute's main headquarters is located at 24651 Center Ridge Rd, Westlake, Ohio 44145, US. The company has employees across 1 continents, including North America.

What is Exit Planning Institute's phone number?

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

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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?

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As of October 2025, Exit Planning Institute's annual revenue is estimated to be $5M.

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

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Exit Planning Institute's SIC code is 8611 - Business Associations NAICS code is 6114 - Business Schools and Computer and Management Training.

How many employees does Exit Planning Institute have currently?

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As of October 2025, Exit Planning Institute has approximately 82 employees across 1 continents, including North America. Key team members include Vice President Of Marketing: B. N.Owner Operator: M. L.Product Development Manager: C. R.. Explore Exit Planning Institute's employee directory with LeadIQ.

What industry does Exit Planning Institute belong to?

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

What technology does Exit Planning Institute use?

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Exit Planning Institute's tech stack includes Microsoft AdvertisingLinkedin Insight TagGoogle Hosted LibrariesjsDelivrMicrosoft 365X-Content-Type-OptionsGoogle AnalyticsApache HTTP Server.

What is Exit Planning Institute's email format?

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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?

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Exit Planning Institute was founded in 2005.

Exit Planning Institute

Professional Training and CoachingUnited States51-200 Employees

Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting. Since 2005, The Exit Planning Institute® (EPI) has been redefining how business owners and their advisors think about exit strategy and value creation. 

We’re not here just to teach exit planning education to advisors; we’re here to build significant companies and revolutionize the way businesses prepare for the future. We are proud to serve a high-caliber group of professional advisors, committed to serving the needs of business owners.  

The Certified Exit Planning Advisor (CEPA®) Credentialing Program is the only program of its kind that has equipped thousands of elite advisors - think Attorneys, Accountants, Financial Planners, Business Brokers, Wealth Managers, Estate Planners, and more - with the tools to: 

- Build enterprise value, 
- Align personal, business, and financial goals, and 
- Turn exit planning into a revenue-generating powerhouse. 

Why does it matter? 
Because exit planning is great business planning. And great businesses don’t just happen - they’re made by integrating best-in-class business practices into daily operations. 

The Value Acceleration Methodology™ is the process taught during the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner.  

So, whether you’re a professional advisor looking to elevate your practice or a business owner with big dreams, we’re here to make sure you succeed. 

Ready to take the next step? 
Discover how EPI is transforming the future of exit planning: https://exit-planning-institute.org/ 
Because it’s not just about leaving your business - it’s about creating businesses that thrive, families that prosper, and legacies that endure.

Section iconCompany Overview

Headquarters
24651 Center Ridge Rd, Westlake, Ohio 44145, US
Phone number
SIC Code
8611 - Business Associations
NAICS Code
6114 - Business Schools and Computer and Management Training
Founded
2005
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Exit Planning Institute's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Exit Planning Institute's revenue is estimated to be in the range of $25M$50M

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