Insights

Expansion Opportunities Exit Planning Institute recently expanded its offices to Cleveland, Ohio, showcasing a potential growth in their services and client base. This expansion could present an opportunity for sales professionals to tap into a new market and establish partnerships within the region.

Industry Recognition By winning awards like the bronze medal in the Company of the Year category at the Best in Biz Awards, Exit Planning Institute demonstrates industry recognition and credibility. Leveraging these accolades in sales pitches can enhance the company's reputation and attract new clients seeking services from an esteemed organization.

Strategic Partnerships Collaborating with entities like Legacy Motor Club and Rivers Edge Alliance Group indicates Exit Planning Institute's focus on building strategic partnerships. Sales professionals can explore these partnerships to offer bundled services or mutually beneficial solutions, thereby expanding their client reach and generating additional revenue.

Employee Engagement Being recognized as a Great Place to Work reflects positively on the company's internal culture and employee satisfaction levels. Demonstrating a strong employee engagement strategy during client interactions can instill confidence in potential clients about the quality of service and commitment they can expect from Exit Planning Institute.

Innovative Technological Integration Utilizing a tech stack that includes advanced tools like HubSpot Analytics and Google Analytics, Exit Planning Institute showcases a commitment to leveraging technology for business growth. Sales representatives can highlight these technological capabilities to attract tech-savvy clients and differentiate the company in a competitive market.

Similar companies to Exit Planning Institute

Exit Planning Institute Tech Stack

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

  • LinkedIn Ads
    Advertising
  • Linkedin Insight Tag
    Analytics
  • HubSpot Analytics
    Analytics
  • cdnjs
    Content Delivery Network
  • Shopify
    E-commerce
  • 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 27881 Clemens Road Suite A Westlake, Ohio 44145 US. The company has employees across 3 continents, including North AmericaAfricaEurope.

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 December 2024, Exit Planning Institute's annual revenue reached $3.8M.

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 611430 - Professional and Management Development Training.

How many employees does Exit Planning Institute have currently?

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As of December 2024, Exit Planning Institute has approximately 64 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Vice President Of Marketing: B. N.Ceo: C. S.President: S. S.. 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 LinkedIn AdsLinkedin Insight TagHubSpot AnalyticscdnjsShopifyX-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 . 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

Exit Planning Institute

Professional Training and CoachingOhio, United States51-200 Employees

The Exit Planning Institute is the Authority in Exit Planning and Value Acceleration

Pioneering an industry since 2005, The Exit Planning Institute® (EPI®) serves an elite, high-caliber group of professional advisors, committed to serving the needs of business owners. These advisors come from diverse areas of professional specialty, including Attorneys, CPAs and Accountants, Business Brokers, Financial Planners, Valuation Advisors, Investment Bankers, Estate Planners, Commercial Lenders, Consultants, Wealth Managers, Insurance Professionals, Mergers & Acquisition Advisors, and other Professional Advisors. 

The Certified Exit Planning Advisor® (CEPA®) Credentialing Program, created in 2007, is the only program of its kind and offers professional advisors an innovative learning experience, best-in-class resources, and strategic tools to help them advance their exit planning practice. Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology® is the process taught at the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. The process consists of three major components, referred to as the “three legs of the stool”:  Business, Personal, and Financial planning. 

Exit planning is business planning. It is about building, harvesting, and preserving family wealth for generations to come and integrating best-in-class business practices into daily operations. The Methodology focuses on enterprise value and is a revenue-producing model for professional advisors that is justifiable with the growth of overall enterprise value.

Section iconCompany Overview

Headquarters
27881 Clemens Road Suite A Westlake, Ohio 44145 US
Phone number
SIC Code
8611 - Business Associations
NAICS Code
611430 - Professional and Management Development Training
Founded
2005
Employees
51-200

Section iconFunding & Financials

  • $10M

    Exit Planning Institute's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Exit Planning Institute's revenue is in the range of $10M

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