Empowering Advisors. Elevating Businesses. Changing Outcomes.

At the Exit Planning Institute® (EPI), we are the authority in exit planning education, credentialing, and content for professional advisors and the owners they serve.

EPI was founded to bring together the best minds in business who want to transform the way owners prepare for and execute business transitions.

Whether you’re looking to earn the prestigious CEPA® credential, attend a local chapter event, expand your international impact, or access thought-leading content, EPI’s global programs are built to support you at every stage of your professional journey.

Why EPI?

  • Certified Exit Planning Advisor (CEPA®) Credential
    Recognized globally, CEPA equips advisors with a proven process and methodology to help business owners build value and prepare for exit.

  • Global Chapter Network
    Connect, collaborate, and grow by attending local chapter events with a community of professionals committed to improving owner outcomes.

  • Ongoing Education & Tools
    Gain access to exclusive webinars, whitepapers, case studies, and toolkits to sharpen your skills and stay ahead of industry trends.

  • International Expansion
    Join a worldwide movement that is reshaping the future of business succession, one successful transition at a time.

 

Download The Global Program!
"I have worked to integrate different CEPA principles into my own company that have helped to move the needle internally. I have also worked to expand my network of professionals to team up with and refer with in the future. The CEPA is a differentiator for me in my area of practice, which has already opened up some new opportunities."
Matt_Barrette_160
Matthew R. Barrette

Senior Financial Consultant at Market Square Advisors

"An instrumental tool I use when working with business owners."
The CEPA program continues to be an instrumental tool I use when working with business owners. It has been an honor to educate as a faculty member and meet the new CEPA graduates. Our advisors continue to integrate the foundation of the Exit Planning Institute into our conversations with clients.
justin-goodbread
Justin Goodbread

CFP®, CEPA®, CVGA®
CSO of WealthSource Partners, LLC.