Exit Planning Institute

Exit Planning Institute

Professional Training And Coaching Westlake, Ohio, United States 76 employees
Employees
76
Contacts
3
Emails
3
Phones
3

Exit Planning Institute Overview

Headquarters
Westlake, Ohio, United States
Phone Number
Available in AeroLeads
Industry
Professional Training And Coaching
Employees
76
Founded
2005
Company Email
Available in AeroLeads
NAICS
Business Schools and Computer and Management Training
Computer Training
Professional and Management Development Training

About Exit Planning Institute

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.

Exit Planning Institute Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

Exit Planning Institute Org Chart

Sample employees and titles
Name Title Contact
John F Dini Cbec, Cexp, Cepa, Cemc The Exit Planning Coach, Helping
Email Phone
Peter Christman, Cepa, Cpba Founder and CEO of the Christman Group
Email Phone
Monroe "Roey" Diefendorf, Jr. More Than Money Wealth Management
View
Michael Halperin Expert Eos Implementer®, Entrepreneur
Email Phone

Employees by Management Level

Individual contributor 9 profiles
Manager 6 profiles
Associate / junior 3 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 4 4 1
Marketing 2 2 1
Sales 1 1 1
Operations 1 1 0

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