Up Coming Events
Overview of the State of Owner Readiness Research Project Sponsored by EPI, PNC Bank, Grant Thornton, and Kent State UniversityOverview of the State of Owner Readiness Research Project Sponsored by EPI, PNC Bank, Grant Thornton, and Kent State UniversityRead more...
NACVA and the CTIs 2013 Annual Consultants ConferenceInnovate. Collaborate. Succeed.Read more...
Overview of the State of Owner Readiness Research Project Sponsored by EPI, PNC Bank, Grant Thornton, and Kent State University
Retiring Baby Boomers Are Selling Their Small BusinessesBaby boomers preparing for retirement are driving a surge in small business sales, as they find more and more buyers confident enough in the improving economy to expand their own businesses through acquisitions. In the first three months of this year, the number of sales that closed jumped 56 percent from the same time in 2012, according to BizBuySell.com, an online marketplace for small businesses. Retirement was the No. 1 contributor to business sales in the fourth quarter of last year and the first quarter of 2013, according to a survey by Pepperdine University and two trade groups, the International Business Brokers Association and M&A Source.Read more...
The Exit Planning Conference of the YearRegistration is now open for the 2013 Exit Planning Institute Annual International Conference being held September 17 – 19, 2013, in Cleveland, OH. The conference is featuring a great lineup of speakers and sessions for this event. To open the conference, we will feature Keynote Speaker John Paglia PhD, director of the Pepperdine Private Capital Markets Project. Dr. Paglia’s topic will be, “At the Intersection of Exit Planning and Capital Markets.” Dr. Paglia will discuss recent activities and trends in the private capital markets, their impacts on business owners, and influences on the exit planning profession.Read more...
President's Message May 2013Strategic Update In the beginning of the year I indicated we had four key strategic initiatives this year: 1) Begin the rollout of local chapters, 2) Host an international conference, 3) Increase the number of alliances to benefit members, 4) Create supplemental education opportunities for the members. Here’s an update:Read more...
Welcome to the Exit Planning Institute
The Exit Planning Institute® (EPI) is the premier international membership organization serving the educational and resource needs of the exit planning profession. Formed in 2005 to bring together business brokers, M&A advisors, CPAs, financial advisors, attorneys, management consultants and other business advisors, the Exit Planning Institutes members, including some of the most highly recognized leaders in the industry, draw upon their combined expertise to better serve the needs of small and mid-sized business owners worldwide. The common thread uniting these different professionals is their commitment to helping clients exit their companies successfully.
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||5/15/13 - 9/30/13||10/1/13 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