Up Coming Events
The Auction Process and StrategiesThe Auction Process and StrategiesRead more...
You Are Invited to Attend the North Texas EPI Chapter Social EventYou Are Invited to Attend the North Texas EPI Chapter Social EventRead more...
EPI Alliance Webinar Week - Sellability ScoreSellability ScoreRead more...
President's Message December 2013Every ultra successful organization I have been lucky enough to be part of in my career has had one thing in common - excellent people. EPI has the potential to be one of those ultra successful firms because of the people associated with it. Read on and you’ll see why. Ok, so I know you are probably thinking, “Oh, how cliché. Another piece on giving thanks around Thanksgiving”. But wait a minute. If you think its cliché you are missing the point. In this modern world of over-negative over-critical go go go it’s important to stop and reflect every now and then on good fortune. We need to use events like Thanksgiving, birthdays, and anniversaries, as reminders for that. They’re like natural tickler files (remember those?). In Tom Deans new book for example, he recommends you use birthdays to annually revisit your will.Read more...
What is an Acceptable Range of Deferred Payment in a Business Sale?Takeaway: Rarely is a mid-market business sold entirely for cash proceeds. The purchase price is usually comprised of cash and some sort of deferred payment such as a seller's note or earnout. We asked our readership to share their experience on acceptable levels of deferred payments. What is an Acceptable Range of Deferred Payment in a Business Sale? We posed the question " What is an common range of deferred payment as a percentage of enterprise value (i.e. seller's note or earn-out) in the sale of a mid-market business with enterprise value between $5 - $100 million?" on various social media sites. We seemed to hit a nerve given how many responses we received. Here are some of the ones we thought our readers would enjoy...Read more...
EPI Announces Alliance Partner WeekThe Exit Planning Institute has developed excellent relationships with our EPI Alliance Partners that offer the exit planning professional high quality products to help advance their practice. As an EPI member you will get a chance to learn about each one of their products over one week of showcases and webinars. December is a great time plan for your business and the first of two Alliance Partner Weeks will kick off on Monday December 16 continues through Friday December 20.Read more...
Welcome to the Exit Planning Institute
The Exit Planning Institute® (EPI) delivers innovative learning experiences, performance-enhancing resources and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing educational credits with six major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.
The Certified Exit Planning Advisor (CEPA) Program, created in 2007, is the only program of it's kind. Developed by nationally recognized experts in the field of exit planning, this 5-day executive MBA style program is taught by a faculty of nationally recognized experts in their respective fields. The program is held twice a year at the University of Chicago's Booth School of Business Gleacher Center. The CEPA Program offers professionals an innovative learning experience, performance-enhancing resources, and the strategic tools to help them advance their exit planning practice.
Who should attend: Attorneys, CPAs/accountants, business brokers, financial advisors, valuation advisors, investment bankers, estate planners, commercial lenders, consultants, wealth managers, insurance professionals, mergers & acquisition advisors, and other professional advisors working with owners of privately held businesses.
When: November 4 - 8, 2013
Where: University of Chicago Booth School of Business Gleacher Center
|Registration Dates||11/15/13 - 3/31/14||4/1/14 and after|
Program fee includes:
- Application/examination fee
- Program tuition
- First year Candidate membership dues
- Copy of The $10 Trillion Opportunity - Co-authored by Richard Jackim, JD, MBA, CEPA and Peter Christman, CEPA
Continental breakfasts, lunches, and breaks catered by Wolfgang Puck
Click here to read testimonials from our November 2012 program, and all other programs.
In 2007 the Exit Planning Institute developed and began administering the Certified Exit Planning Advisor or CEPA credential to set the highest professional standards in the exit planning profession. The CEPA credential is awarded to participants who complete a 5 day executive MBA style program that is taught by nationally recognized experts in their respective fields. The CEPA program offers professionals an innovative learning experience, performance-enhancing resources, and strategic tools designed to help them advance their exit planning practice. The CEPA program now qualifies for 32.5 hours of CPE credit for CPAs, 17 hours of CE credit for CFP®s, 24 hours of CPE credit for CM&AAs, and 10 hours of CE credit for CBIs.
The Exit Planning Institute offers members and non-members a monthly webinar offering exit planning tips and advice for advisors. The widely attended webinar series is led by Joan Ridley, CEPA, CBI, CFP®, President of Business Wealth Solutions and a member of the Exit Planning Institute Board of Governors, and features leading experts in their respective disciplines. The webinars qualify for continuing education credit for CEPA, and many will qualify for continuing education for CFP®s.
Forms and Templates
Credentialed members of the Exit Planning Institute receive access to the Institutes library of exit planning forms and templates, including sample exit planning reports, assessment tools, questionnaires, articles, and more.
Thought Provoking Research
General and Credentialed members of the Exit Planning Institute receive access to a library of exit planning studies and research done by the Exit Planning Institute and other thought leaders in exit planning.
General and credentialed members as well as the general public may benefit from reading the books written by the Exit Planning Institute's members and other professionals addressing topics related to exit planning.
Invest in Yourself and Your Future Become a Certified Exit Planning Advisor
- Help business owners exit their companies and achieve all of their personal, business and financial goals at the same time
- Help business owners articulate and align their personal, business and financial goals
- Identify key exit planning issues and propose appropriate solutions
- Coach business owners on important exit planning topics
- Deliver comprehensive exit planning services
- Build an exit planning referral network
- Incorporate exit planning into your existing practice
- Promote and sell your exit planning services
- Quarterback a multidisciplinary team to deliver exit planning services