Exit Planning Institute

Exit Planning Institute

Professional Training and Coaching

Westlake, Ohio 11,159 followers

Providing top professional advisors the best industry content, ongoing practice support, and owner education resources.

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About us

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.

Website
https://exit-planning-institute.org/
Industry
Professional Training and Coaching
Company size
11-50 employees
Headquarters
Westlake, Ohio
Type
Privately Held
Founded
2005
Specialties
Exit Planning, Value Acceleration, Professional Designation, Marketing, Training, Education, Awareness, Member Support, Local Chapters, Peer Groups, Content, Speaking, Events, Research, State of Owner Readiness Survey, Networking, Owners Forum, CEPA Credential, Business Succession Planning, and Business Owner Exit

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