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.
1-888-653-2347 
support@leadiq.com 
