The Exit Planning Institute
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Locate a member of the Exit Planning Institute. Access our simple search here.

Are You Ready?

Are you positioned to benefit from the single most significant financial and demographic trend of this century?
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Exit Planning Models & Samples

Access an extensive library of exit planning templates, reports, models, white papers and research. (Credentialed Members Only)
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Recent News

Visit the Exit Planning Institute Newsroom to see what EPI has been up to in the press and on a local and national level.
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Chapters

The Exit Planning Institute has regional chapters throughout the United States and Canada. Two new chapters have opened on the East Coast.
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Upcoming Events

The Exit Planning Institute is the premier provider of delivering innovative learning experiences, designed to advance the exit planning profession. Check the schedule for upcoming events.
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Speakers Bureau

Have one of EPI's distinguished speakers talk to your group about Exit Planning.
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Exit Planning Institute
4811 Emerson, Suite 210
Palatine, IL 60067-7417
P: 847.303.6887
F: 847.303.6951
Send us an Email

November 2 - 6, 2009


The Certified Exit Planning Advisor Program is Now Easy to Afford

The Exit Planning Institute's new EZPay Plan allows you to easily afford the Certified Exit Planning Advisor program, the only recognized exit planning certification program. With the EZPay Plan you can pay your CEPA program fees and annual dues in twelve easy-to-afford monthly installments.

Register Now

This innovative program uses integrated case studies, group exercises, and discussion groups to teach exit planning concepts and how to apply them. Taught by a world class faculty, this executive MBA style program is held at the University of Chicago's Graduate School of Business Gleacher Center, a state-of-the-art executive education center, just steps off of Michigan Avenue in downtown Chicago.

You'll Learn How To:

  • Help business owners articulate and align their personal, business and financial goals
  • Identify key exit planning issues and propose appropriate solutions
  • 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
  • Coach business owners on important exit planning topics
  • Quarterback a multidisciplinary team to deliver exit planning services

REGISTER NOW & SAVE $795!

The Exit Planning Institute’s Certified Exit Planning Advisor (CEPA) certification program has been accepted by the Certified Financial Advisor Board of Standards for continuing education credit.

Welcome to the
Exit Planning Institute®

The Exit Planning Institute is the premier provider of learning, knowledge, and future-oriented research for exit planning professionals.

The Institute is a membership-based organization made up of business brokers, accountants, financial advisors, investment bankers, valuation advisors, commercial lenders, insurance advisors, and management consultants in the United States, United Kingdom, Canada, China, and Viet Nam.  The common thread uniting these different professionals is their commitment to helping clients exit their companies successfully.

The Institute works hard to deliver innovative learning experiences, performance-enhancing resources, and strategic tools designed to help key advisors and advance the exit planning profession.

EPI News

December 2008 - The Certified Exit Planning Advisor (CEPA) program has been approved for continuing professional education (CPE) credit by the National Association of State Boards of Accountancy. CPAs will now receive 32.5 hours of continuing education for attending the CEPA program.

 

 

New Members

Carol Coughlin
Bottom Line Growth Strategies
Towson, MD

Louis Danna
Louis V. Danna
Houston, TX

 

Exit Planning Institute Membership Brochure
EPI BROCHURE


   

Copyright © 2009 The Exit Planning Institute