What departments does Exit Planning Institute have?

Exit Planning Institute has employees across 5 departments including Business Development, Education, Program & Project Management, Marketing, Administrative.

What is the largest department at Exit Planning Institute?

The largest department at Exit Planning Institute is Marketing with 4 employees.

Where are Exit Planning Institute employees located globally?

Exit Planning Institute has employees across 4 continents and 5 countries including Libya, Indonesia, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Exit Planning Institute's team size changed over time?

Exit Planning Institute's team has grown from approximately 84 to 89 employees based on available data.

Exit Planning Institute Employee Directory

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.

Exit Planning Institute Global Highlights

North America
137

United States Of America
134
Canada
3

Africa
1

Libya
1

Asia
1

Indonesia
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Exit Planning Institute's Leadership

M. L.
Owner Operator
Mobile Phone
Email
J. K.
Business Development Manager
Mobile Phone
Email
P. S.
Certified Exit Planning Advisor (cepa)
Mobile Phone
Email
J. B.
Member
Mobile Phone
Email
S. K. B.
Certified Exit Planning Advisor
Mobile Phone
Email
R. R.
Certified Exit Planning Advisor - Epi Thought Leadership Council - Speaker
Mobile Phone
Email
S. L.
Faculty Member
Mobile Phone
Email
V. H.
Certified Exit Planning Advisor
Mobile Phone
Email

Exit Planning Institute Employee Metrics

100%

50%

0%

2026

2025

Education
Sales
Media & Communications
Community & Social Services
Entrepreneurship
Other
Arts & Design
Supply Chain

Contact profiles from Exit Planning Institute

Name

Title

Contact

Location

Last Update

M. L.
Owner Operator
Mobile Phone
Email
Oct 22, 2024
J. K.
Business Development Manager
Mobile Phone
Email
Oct 18, 2024
P. S.
Certified Exit Planning Advisor (cepa)
Mobile Phone
Email
Indonesia
Aug 29, 2026
J. B.
Member
Mobile Phone
Email
Oct 08, 2026
S. K. B.
Certified Exit Planning Advisor
Mobile Phone
Email
Oct 15, 2026
R. R.
Certified Exit Planning Advisor - Epi Thought Leadership Council - Speaker
Mobile Phone
Email
Canada, British Columbia
Oct 02, 2026
S. L.
Faculty Member
Mobile Phone
Email
Canada, Ontario
Oct 05, 2026
V. H.
Certified Exit Planning Advisor
Mobile Phone
Email
United Kingdom, England
Sep 23, 2026
M. R. D.
Epi Institute Instructor
Mobile Phone
Email
Jun 09, 2026
C. G.
Member
Mobile Phone
Email
Canada, Alberta
Sep 17, 2026

Frequently Asked Questions

What is Exit Planning Institute known for?

Exit Planning Institute was founded in 2005 and operates in the Professional Training and Coaching industry. You can contact Exit Planning Institute's main corporate office by phone at

+1-847-458-****

. Explore Exit Planning Institute's company overview page for more information.

What is Exit Planning Institute's most common email format?

Exit Planning Institute employees' email format typically follows the pattern of FLast@exit-planning-institute.org. Trying to find reliable and up-to-date employee contact data? Find more Exit Planning Institute email formats with LeadIQ.

How many employees does Exit Planning Institute have currently?

Exit Planning Institute has approximately 105 employees as of October 2026. These team members are located across 4 continents, including North America, Africa and Asia.

Who are Exit Planning Institute's key employees and leadership?

As of October 2026, Exit Planning Institute's key employees include:

Owner Operator: M. L.
Business Development Manager: J. K.
Certified Exit Planning Advisor (cepa): P. S.
Member: J. B.
Certified Exit Planning Advisor: S. K. B.

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Exit Planning Institute Employee Directory

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