A NEW MEMBERSHIP MODEL. BUILT FOR YOU.

Earning your Certified Exit Planning Advisor (CEPA®) credential was just the beginning. What you do next is what drives your growth, your relationships, and your impact. Your membership keeps you plugged into a powerful network of advisors, ongoing learning, and the tools that help you show up stronger for business owners every day.

Now, we’ve taken it further. Our new membership tiers are built to match how you grow, giving you a clear path to stay connected, accelerate your practice, and step into a higher level of impact.

YOUR CREDENTIAL ISN'T THE FINISH LINE

At Exit Planning Institute, we are building best-in-class advisors who create real value for business owners. We have rebuilt the membership experience around one strategic question: How do we help advisors win more meaningful business owner conversations, stronger clients, and better long-term results?

You didn’t earn the CEPA credential to stand still. You earned it to create real impact for business owners and scalable growth for your practice.

We have created a membership platform which provides you with connection, clarity, growth, and impact. Strengthening relationships with owners. And building stronger practices and advisor communities.

THREE WAYS TO GROW AS A CEPA

Growth and Impact Shield Frame (3)

CEPA

Our foundational CEPA membership lets you maintain your credential and stay connected to the global CEPA community, keeping you aligned with the methodology and key resources. Ideal for advisors maintaining their credential at a foundational level. 

 

Growth and Impact Shield Frame (10)

CEPA Plus

CEPA Plus is our most recommended membership for advisors who want deeper engagement, stronger relationships, and practical tools to implement exit planning in their practice. This tier includes Exit Planning Summit access, mastermind groups, networking through CEPA Connect, and implementation resources to help you grow your impact with business owners. 

Growth and Impact Shield Frame (11)

CEPA Mastery

CEPA Mastery is an exclusive membership for advisors committed to leading the profession. Limited to just 100 CEPAs and by advisor type, it offers a highly curated network, enhanced visibility, exclusive experiences, and access to a select peer group to elevate your position in the market. 

 

CHOOSE HOW YOU WANT TO ENGAGE

Whether you want to maintain your CEPA credential, deepen your engagement with the community, or join an exclusive network of top advisors, each membership level offers increasing access to education, relationships, and implementation resources.

CEPA

$4950 /year /month

Renew at CEPA

CEPA PLUS
(Retail Price: $5,200)

$3,6008 /year /month

Renew at CEPA Plus

CEPA MASTERY

$23,00016 /year /month

Apply for Mastery

CEPA

CEPA PLUS
(Retail Price: $5,200)

CEPA MASTERY

Credential & Professional Recognition
CEPA Credential Usage
Use of the CEPA credential and the foundational Value Acceleration Methodology knowledge you need to engage in holistic, value-driven exit planning.
Member Services and Support Team
Gain access to a team of Member Experience Representatives here to support your journey as a CEPA.

Knowledge Gain
Methods to Mastery Podcast
Hosted by EPI Senior Member Experience Representative Ryan Beltz, the Method to Mastery podcast is your destination for Value Acceleration implementation. Joined by experts across the field, Ryan takes a deep dive into the actions and strategies that power strong business owner engagements and connections.
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CE - Approved Courses
You’ll gain access to three EPI Academy courses, each offering both Value Acceleration Knowledge credits, as well as CPE and/or CFP® credits.
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Advanced Education
Engage in higher-level learning experiences designed for top-performing advisors
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Connections, Networking and Referrals
CEPA Mastermind Groups
These live, virtual groups are designed to foster intelligent, intentional conversation around a variety of exit planning hot topics. Each group is highly interactive and hosted by subject matter experts who are deeply entrenched in the exit planning community.
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CEPA Connect Profile
A virtual platform solely dedicated to sparking conversation and deeper relationship-building in the EPI community. Share insights with fellow advisors on all things exit planning, and stay connected to the Value Acceleration ecosystem.
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Exclusive Mastery Community
Join a highly curated group of top advisors for deeper relationships and collaboration, including members of EPI's Thought Leadership Council
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Activation Tools
Business Owner Prospecting Toolkit
This toolkit is full of content that is specifically designed to help you engage with business owners better, including checklists, insightful data, and other collateral. This toolkit is your resource center as you begin to put your Value Acceleration Methodology knowledge into action with owners.
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60-Minute Business Owner Meeting
This folder contains everything you need to not only begin your business owner conversations, but also to explain to them why exit planning is good business strategy, and what the Value Acceleration Methodology is.
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Events & Experiences
Exit Planning Summit General Admission
The Exit Planning Summit is the premier exit planning event across the globe, bringing together advisors for a learning laboratory of education, networking, and deep conversations that you won’t find anywhere else. Upgrade to a VIP ticket for $1,000.
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CEPA Mastery Winter Retreat
Join other master-level advisors for a deep dive on strategies and tactics that you will be able to implement in your exit planning practice. These intentional sessions are designed for high-level execution and are coupled with excursions designed for real relationship-building, along with lodging included. Hotel accommodations and all meals during the event days are included in the membership cost.
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Market Visibility & Positioning
DriveValue.com Expert Profile
A dedicated space on DriveValue.com that displays your face, your name, your company, and what your advisor type is. Easily accessible to the business owner audience, your expert profile is your opportunity to get your name and face in front of potential clients.
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NEED ADDITIONAL SUPPORT WITH RENEWING YOUR MEMBERSHIP OR UNDERSTANDING WHICH TIER IS BEST FOR YOU?

Visit the Beyond CEPA Hub in the Exit Planning Summit Exhibit Hall to meet with one of our Member Experience Representatives or schedule a conversation.