Exit Planning Institute Employee Directory

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.

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