Exit Planning Institute

Exit Planning Institute company information, Employees & Contact Information

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
Email
jh****@****epa.com
Industry
Professional Training And Coaching
NAICS
Business Schools and Computer and Management Training
Computer Training
Professional and Management Development Training
HQ
Westlake, Ohio
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News

The Exit Strategy Blueprint: Am I Financially Ready To Retire? - members.asicentral.com

The Exit Strategy Blueprint: Am I Financially Ready To Retire? members.asicentral.com

When the Numbers Aren’t Enough - wealthmanagement.com

When the Numbers Aren’t Enough wealthmanagement.com

Exit Planning Institute launches DriveValue.com with Legacy Motor Club - Jayski's NASCAR Silly Season Site

Exit Planning Institute launches DriveValue.com with Legacy Motor Club Jayski's NASCAR Silly Season Site

Why War? Why Now? Assessing Iranian Intentions and Capabilities - The Washington Institute

Why War? Why Now? Assessing Iranian Intentions and Capabilities The Washington Institute

Trump's D.C. 'crisis' enters 2nd week with more soldiers — and no exit strategy - NPR

Trump's D.C. 'crisis' enters 2nd week with more soldiers — and no exit strategy NPR

What you should know to make a success of succession - The Business Journals

What you should know to make a success of succession The Business Journals

Launching in September 2022: Exit Planning Institute Cincinnati Chapter - 24-7 Press Release Newswire

Launching in September 2022: Exit Planning Institute Cincinnati Chapter 24-7 Press Release Newswire

Trapped in debt: China’s role in Laos’ economic crisis - Lowy Institute

Trapped in debt: China’s role in Laos’ economic crisis Lowy Institute

No country for old business owners: Economic shifts create growing challenge for America's aging entrepreneurs - Phys.org

No country for old business owners: Economic shifts create growing challenge for America's aging entrepreneurs Phys.org

Josh Orton Earns Prestigious Certified Exit Planning Advisor (CEPA®) Credential - PR Newswire

Josh Orton Earns Prestigious Certified Exit Planning Advisor (CEPA®) Credential PR Newswire

The biggest mistakes owners make when selling their business - CNBC

The biggest mistakes owners make when selling their business CNBC

Centurion Wealth's Founding Partner, Sterling Neblett CFP®, Becomes Certified Exit Planning Advisor (CEPA) - Newswire.com

Centurion Wealth's Founding Partner, Sterling Neblett CFP®, Becomes Certified Exit Planning Advisor (CEPA) Newswire.com

Exit Planning Institute Presents its 2022 Excellence in Exit Planning Awards - 24-7 Press Release Newswire

Exit Planning Institute Presents its 2022 Excellence in Exit Planning Awards 24-7 Press Release Newswire

Exploring the Brilliance of Business Succession Planning - Business North Carolina

Exploring the Brilliance of Business Succession Planning Business North Carolina

Q&A: Unlocking the Business Owner Opportunity with Manulife John Hancock Investments’ Andrew J. McFetridge and Kathleen Pritchard - 401k Specialist

Q&A: Unlocking the Business Owner Opportunity with Manulife John Hancock Investments’ Andrew J. McFetridge and Kathleen Pritchard 401k Specialist

Portfolio Intelligence podcast: how financial professionals can help business owners with exit planning - jhinvestments.com

Portfolio Intelligence podcast: how financial professionals can help business owners with exit planning jhinvestments.com

Did Assad’s Fall in Syria Really Weaken Russia? - The Washington Institute

Did Assad’s Fall in Syria Really Weaken Russia? The Washington Institute

Baby boomer business owners need good planning for a successful exit - The Business Journals

Baby boomer business owners need good planning for a successful exit The Business Journals

Exit Planning Institute announces 2023 CEPA Online Program dates and introduces new EPI Academy Courses - 24-7 Press Release Newswire

Exit Planning Institute announces 2023 CEPA Online Program dates and introduces new EPI Academy Courses 24-7 Press Release Newswire

Plan your business exit strategy with purpose—protect your wealth and shape a lasting legacy - The Business Journals

Plan your business exit strategy with purpose—protect your wealth and shape a lasting legacy The Business Journals

2024 Update: What's the Cost of Teacher Turnover? - Learning Policy Institute

2024 Update: What's the Cost of Teacher Turnover? Learning Policy Institute

Exit Strategies for Every Scenario - Newswire.com

Exit Strategies for Every Scenario Newswire.com

Advancing Integration and Equity Through Magnet Schools - Learning Policy Institute

Advancing Integration and Equity Through Magnet Schools Learning Policy Institute

Exit Planning for Closely Held Businesses: Favorite Top Ten Tax Planning Techniques - McAfee & Taft

Exit Planning for Closely Held Businesses: Favorite Top Ten Tax Planning Techniques McAfee & Taft

Erik Owen, founder and owner of Oak Hill Business Partners, achieves Certified Exit Planning Advisor (CEPA) certification - Urban Milwaukee

Erik Owen, founder and owner of Oak Hill Business Partners, achieves Certified Exit Planning Advisor (CEPA) certification Urban Milwaukee

Eroding Opportunity: COVID-19’s Toll on Student Access to Well-Prepared and Diverse Teachers - Learning Policy Institute

Eroding Opportunity: COVID-19’s Toll on Student Access to Well-Prepared and Diverse Teachers Learning Policy Institute

Leaders of Influence: Wealth Managers 2024 – Joe Seetoo - Los Angeles Business Journal

Leaders of Influence: Wealth Managers 2024 – Joe Seetoo Los Angeles Business Journal

Study Shows Why Many Business Owners Can't Sell When They Want To - Forbes

Study Shows Why Many Business Owners Can't Sell When They Want To Forbes

Using Performance Assessments to Support Student Learning - Learning Policy Institute

Using Performance Assessments to Support Student Learning Learning Policy Institute

A Coming Crisis in Teaching? Teacher Supply, Demand, and Shortages in the U.S. - Learning Policy Institute

A Coming Crisis in Teaching? Teacher Supply, Demand, and Shortages in the U.S. Learning Policy Institute

Xi Jinping’s Succession Dilemma - Asia Society

Xi Jinping’s Succession Dilemma Asia Society

Teacher Turnover: Why It Matters and What We Can Do About It - Learning Policy Institute

Teacher Turnover: Why It Matters and What We Can Do About It Learning Policy Institute

Using Performance Assessments to Support Student Learning - Learning Policy Institute

Using Performance Assessments to Support Student Learning Learning Policy Institute

Edwardsville lawyer Todd Sivia receives prestigious CEPA designation - RiverBender.com

Edwardsville lawyer Todd Sivia receives prestigious CEPA designation RiverBender.com

Avoiding an Epic Mistake: The Case for Continuing the U.S. Mission in Sinai - The Washington Institute

Avoiding an Epic Mistake: The Case for Continuing the U.S. Mission in Sinai The Washington Institute

Cultivate Advisors Launches Free Online Tool to Measure the Value, Health, and Exit Readiness of Small Businesses - Business Wire

Cultivate Advisors Launches Free Online Tool to Measure the Value, Health, and Exit Readiness of Small Businesses Business Wire

Improving Medicare Through Medicare Advantage - Paragon Health Institute

Improving Medicare Through Medicare Advantage Paragon Health Institute

Succession Planning: Set Your Organization Up for Success - SHRM

Succession Planning: Set Your Organization Up for Success SHRM

After the Coalition: Evaluating the Next Steps for Foreign Forces in Iraq and Syria - New Lines Institute

After the Coalition: Evaluating the Next Steps for Foreign Forces in Iraq and Syria New Lines Institute

The CEO exodus: The imperative of strategic succession planning - imd.org

The CEO exodus: The imperative of strategic succession planning imd.org

Small-Business Owners Air Their Succession Struggles Before Congress - Inc.com

Small-Business Owners Air Their Succession Struggles Before Congress Inc.com

Own the Future: How HR Can Add Value to the Succession Planning Process - SHRM

Own the Future: How HR Can Add Value to the Succession Planning Process SHRM

Q&A: Why is Germany phasing out nuclear power - and why now? - Clean Energy Wire

Q&A: Why is Germany phasing out nuclear power - and why now? Clean Energy Wire

Georgia’s Plan to Exit Marketplace Will Leave More People Uninsured, Should Be Revoked - Center on Budget and Policy Priorities

Georgia’s Plan to Exit Marketplace Will Leave More People Uninsured, Should Be Revoked Center on Budget and Policy Priorities

Egypt’s Military Regime and the Muslim Brotherhood - New Lines Institute

Egypt’s Military Regime and the Muslim Brotherhood New Lines Institute

Homelessness Is Solvable, But Only with Sufficient Investment in Housing - Urban Institute

Homelessness Is Solvable, But Only with Sufficient Investment in Housing Urban Institute

ATMIS Transition and Post-ATMIS Security Arrangements in Somalia - Stimson Center

ATMIS Transition and Post-ATMIS Security Arrangements in Somalia Stimson Center

Establishing and Securing Safe Zones in Syria: Historical Lessons - The Washington Institute

Establishing and Securing Safe Zones in Syria: Historical Lessons The Washington Institute

Private Equity Needs a New Talent Strategy - Harvard Business Review

Private Equity Needs a New Talent Strategy Harvard Business Review

Exit Strategies from Monetary Expansion and Financial Repression - Cato Institute

Exit Strategies from Monetary Expansion and Financial Repression Cato Institute

The case for holding students accountable - The Thomas B. Fordham Institute

The case for holding students accountable The Thomas B. Fordham Institute

Exit Planning Institute Awards names Craig West 2014 Exit Planner of the Year - AdviserVoice

Exit Planning Institute Awards names Craig West 2014 Exit Planner of the Year AdviserVoice

DriveValue.com to sponsor John Hunter Nemechek in 2025 Nashville race - Jayski's NASCAR Silly Season Site

DriveValue.com to sponsor John Hunter Nemechek in 2025 Nashville race Jayski's NASCAR Silly Season Site

Home | The Art Institute of Chicago - The Art Institute of Chicago

Home | The Art Institute of Chicago The Art Institute of Chicago

Planning your exit - Wilmington Star-News

Planning your exit Wilmington Star-News

The Crisis after the Crisis: How Ladakh will Shape India’s Competition with China - Lowy Institute

The Crisis after the Crisis: How Ladakh will Shape India’s Competition with China Lowy Institute

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