Insights

CBEC advantage Position IEPA’s CBEC designation as a differentiator for advisor credibility and practical experience to target mid-market advisory firms seeking proven exit planning credentials and differentiated service offerings.

Practitioner-led credibility Leverage the hands-on track record of advising on billions in illiquid wealth and facilitating substantial liquidity events to upsell advanced training, case-based workshops, and premium consulting services to exit planners and business coaches.

Growth potential With a lean internal team and a broad external network of 275 senior advisors, propose scalable training programs, certification renewals, and GM-led coaching bundles to expand reach without significant headcount increases.

Technology leverage Offer value-added services around their tech stack optimization (HubSpot analytics, AWS, WordPress, Cloudflare, Vimeo) to streamline marketing, client onboarding, and content delivery for larger client cohorts and more efficient operations.

Market positioning Highlight IEPA’s distinct market position as an exit planning practitioner-led body with rigorous certification by demanding real-world exits, and package this into targeted outreach to advisory firms in need of credibility, actionable playbooks, and scalable exit-planning solutions.

The International Exit Planning Association Tech Stack

The International Exit Planning Association uses 8 technology products and services including HubSpot Analytics, Amazon Web Services, WordPress, and more. Explore The International Exit Planning Association's tech stack below.

HubSpot Analytics

Analytics

Amazon Web Services

Cloud Hosting

WordPress

Content Management System

Google Workspace

Google Fonts API

Font Scripts

YUI

Javascript Libraries

Cloudflare Bot Management

Security

Vimeo

Video Players

The International Exit Planning Association Email Formats	Example	Percentage
First@pinnacleequitysolutions.com	John@pinnacleequitysolutions.com	100%

The International Exit Planning Association Email Formats

Example

Percentage

First@pinnacleequitysolutions.com

John@pinnacleequitysolutions.com

100%

Frequently Asked Questions

What is The International Exit Planning Association's phone number?

You can contact The International Exit Planning Association's main corporate office by phone at

+1-781-821-****

. 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 The International Exit Planning Association's official website and social media links?

The International Exit Planning Association's official website is theiepa.com and has social profiles on LinkedIn.

How much revenue does The International Exit Planning Association generate?

As of November 2026, The International Exit Planning Association's annual revenue is estimated to be $1M - $10M.

What is The International Exit Planning Association's NAICS code?

The International Exit Planning Association's NAICS code is 6114 - Business Schools and Computer and Management Training.

How many employees does The International Exit Planning Association have currently?

As of November 2026, The International Exit Planning Association has approximately 8 employees across 1 continents, including North America. Key team members include Tv Producer: H. L. Explore The International Exit Planning Association's employee directory with LeadIQ.

What industry does The International Exit Planning Association belong to?

The International Exit Planning Association operates in the Professional Training and Coaching industry.

What technology does The International Exit Planning Association use?

The International Exit Planning Association's tech stack includes HubSpot Analytics, Amazon Web Services, WordPress, Google Workspace, Google Fonts API, YUI, Cloudflare Bot Management and Vimeo.

What is The International Exit Planning Association's email format?

The International Exit Planning Association's email format typically follows the pattern of First@pinnacleequitysolutions.com. Find more The International Exit Planning Association email formats with LeadIQ.

When was The International Exit Planning Association founded?

The International Exit Planning Association was founded in 2007.

The International Exit Planning Association

Professional Training and CoachingOhio, United States2-10 Employees

The International Exit Planning Association (IEPA) is a practitioner-led organization focused on professional training and coaching, based in Canton, Ohio. It brings together approximately 275 senior-level advisors and consultants who work to help business owners prepare for and execute exits from privately held businesses. As the governing body for the CBEC designation, the IEPA maintains standards that require the completion of an actual exit plan with a real business owner before certification.

IEPA members are described as Exit Doers, delivering tailored, practical solutions across all aspects of exit planning and relying on hands-on experience. The organization notes its impact through hundreds of exit plans developed, billions in illiquid wealth advised on, and nearly half a billion dollars facilitated in liquidity events, all of which inform its training and the breadth of its professional network. This work supports professional advisors and business consultants who serve privately held business owners.

Insights

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