Up Coming Events

  • Certificate in Exit Planning - Las Vegas
    At the AM&AA Winter Conference - Las Vegas
  • Southern California EPI Chapter Meeting - February 5, 2015
  • NTX Chapter Social - February 12, 2015
    NTX Chapter Social - February 12, 2015

Recent News

  • President's Message March 2014
    Last month I wrote an article entitled Right Place, Right Time which presented a compelling case for state of our market. This month I want to present to you an overview of the exit planning process and EPI’s current point of view. First, exit planning is a process; NOT an event. It’s a way of running your business that maximizes its value and provides a means to achieving owner’s personal and financial goals; if they have any. The definition I like to use is a slight variation to the definition by Patrick Ungashick from his book Dance in the End Zone, “Exit planning is the conscious effort to maximize enterprise value while enabling the conversion of that ownership into personal financial freedom and peace of mind.” 
  • Consultants are Heroes Data Shows
    Exit Planning is a powerful profession, and I am lucky enough to learn from terrific consultants like you every day.  You share insights about your marketing efforts, your client interviews, your challenges, and your big wins. Generating wins –building your practice—is a fascinating area.  Some common themes: telling business owners you can build the value of their business gets their ear; then showing them both how, and by what amount, wins you their trust over 30% of the time.  What is the key to maintaining the conversation’s momentum and converting this trust into action? 
  • Discover Fort Worth - Fort Worth Stockyards
    The Fort Worth Stockyards is a historic district that is located in Fort Worth, Texas, north of the central business district. The 98-acre (40 ha) district was listed on the National Register of Historic Places as Fort Worth Stockyards Historic District in 1976. They are a former livestock market which operated under various owners from 1866. The arrival of railroads in 1876 made the area a very important livestock center. Fort Worth Union Stockyards opened for business on January 19, 1890, covering 206 acres. On February 7, the Fort Worth Dressed Meat and Packing Company was founded. This facility was operated without profit until purchased by G. W. Simpson of Boston.

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.




  Gleacher CenterThe 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: May 11 - 15, 2015
Where: University of Chicago Booth School of Business Gleacher Center
Program Cost:

Registration Dates 12/1/14 - 3/31/15 4/1/15 and after
Program Cost: $3,795 $4,500


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, CEPA and Peter Christman, CEPA
  • One copy of Every Families Business written by Thomas Deans PhD
  • Continental breakfasts, lunches, and breaks catered by Wolfgang Puck


The CEPA Program qualifies for numerous amounts of CE for a robust set of professional designations. Review CE Opportunities Here


Click here to read testimonials

Register Today and Save






Certificate in Exit Planning

The Certificate in Exit Planning was developed by nationally recognized experts who serve as faculty members for the Exit Planning Institute’s Certified Exit Planning Advisor (CEPA) Program held multiple times per year in the United States and Australia.

The program is a one day course designed to take professional advisors through the EPI Value Acceleration Methodology taught at the CEPA Program and concentrates on the three critical components of a successful exit strategy, referred to as the “three legs of the stool”:1) Maximizing Business Value 2) Personal Financial Planning and 3) Life After Business Planning. Participants will also learn to describe deliverables at each of the three major gates of the methodology and understand how the exit planner and the “triggering event” creates action and generates business opportunity and deal flow for other professional advisors while significantly improving value and probability of a successful transaction. 

Participants who have successfully completed the one day course receive a Certificate in Exit Planning from the Exit Planning Institute

Essential Continuing Education Credits! Click Here to Review


Register Today and Save

When: Friday, January 30, 2015
Where: JW Marriott Las Vegas Resort & Spa
Program Cost:

AM&AA Attendee Regular Price
$395 $595

Corporate Group Pricing, visit event page for details






Interviews with Thought Leaders within the Exit Planning Profession

Chris Snider; President and CEO of the Exit Planning Institute

Scott Miller; Recipent of the 2014 Leader of the Year Award and CEPA Faculty Member

Mark Kravietz; Recipent of the 2014 Volunteer of hte Year Award and President of the Greater New York City Chapter

Craig West; Recipent of the 2014 Peter Christman Exit Planner of the Year Award

Peter Christman; Co-founder of the Exit Planning Institute and Co-Author of the $10 Trillion Opportunity


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



Corporate Value Metrics


SES Advisors

Principal Financial Group


EPI Membership Brochure