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.
Company Details
- Employees
- 76
- Founded
- -
- Address
- 24651 Center Ridge Rd, Westlake,ohio 44145,united States
- Phone
- 2167124244
- jh****@****epa.com
- Industry
- Professional Training And Coaching
- NAICS
-
Business Schools and Computer and Management TrainingComputer TrainingProfessional and Management Development Training
- Website
- exit-planning-institute.org
- Keywords
- 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, Business Owner Exit.
- HQ
- Westlake, Ohio
Exit Planning Institute Questions
Exit Planning Institute's helpline number is 2167124244
Exit Planning Institute's website is exit-planning-institute.org
Exit Planning Institute's LinkedIn profile is https://www.linkedin.com/company/exit-planning-institute
Exit Planning Institute has
76 employees.
View email and phone details for 76
employees at Exit Planning Institute.
Exit Planning Institute's industry is
Professional Training and Coaching
Exit Planning Institute's top competitors are
Lxcouncil | The Global Leader In Peer Advisory Councils,
Drive Value,
Maus Software,
Xpx - Exit Planning Exchange,
Eos Worldwide,
Ninety,
Alliance Of M&a Advisors,
The Value Builder System™,
Start-Up Chile,
Strategic Coach.
Exit Planning Institute's support email address is jhudson@earncepa.com
Exit Planning Institute's categories are Professional Training and Coaching
Exit Planning Institute's founding year is 2005
