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
- Website
- exit-planning-institute.org
- Industry
- Professional Training And Coaching
- Employees
- 76
- Founded
- 2005
- Company Email
- Available in AeroLeads
- NAICS
-
Business Schools and Computer and Management TrainingComputer TrainingProfessional 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 | Location | Contact |
|---|---|---|---|
| John F Dini Cbec, Cexp, Cepa, Cemc | The Exit Planning Coach, Helping | San Antonio, Texas, United States |
Email
Phone
|
| Peter Christman, Cepa, Cpba | Founder and CEO of the Christman Group | St George, Utah, United States |
Email
Phone
|
| Monroe "Roey" Diefendorf, Jr. | More Than Money Wealth Management |
View
|
|
| Michael Halperin | Expert Eos Implementer®, Entrepreneur | Greater Pittsburgh Region, United States |
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 | Phone | |
|---|---|---|---|
| General | 4 | 4 | 1 |
| Marketing | 2 | 2 | 1 |
| Sales | 1 | 1 | 1 |
| Operations | 1 | 1 | 0 |
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