The Exit Planning Institute
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Locate an EPI Member

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
2413 W. Algonquin Road, #504
Algonquin, IL 60102
P: 847.458.2124
F: 847.594.6114
Send us an Email


What other CEPA's are saying about the program.

CEPA Program Testimonials

"CEPA is the most content rich continuing ed program I've attended. The combination of quality speakers and experienced attending professionals provided a unique opportunity for networking and learning that has extended well beyond the week long program. I highly recommend the CEPA program for any professional looking to add Exit Planning as a core compentency to their business model."

Wendy Crawford-Schultz, CPA/ABV, CEPA, CVA -- Bluewater Consulting Group. LLC

"The CEPA program effectively provided a knowledge foundation to build exit planning services in our firm."

Kipp Krukowski, MBA, CBI, CEPA -- Confidential Business Sale, Inc.

"A quick note to thank you for a beneficial week in Chicago. I have taken a great deal away from the program and intend to integrate Exit Planning as the foundational approach to our practice."

Eric Togneri, CEPA -- NERI Capital Partners

"This has been the most valuable program I have attended in the last 10 years!"

Joan Ridley, CFP, CEPA -- Business Wealth Solutions

"The CEPA Program exceeded my expectations. The speakers were well prepared, knew their stuff, and went into just the right amount of detail. The time and money invested was well spent."

Richard Sheppard, CFP, CEPA -- Investors Group Financial Services

"The CEPA program is an ideal designation for CPAs working with business owners. Just access to the CEPA material and the people I met while in the program in Chicago made my investment of time and money well worth it. But, I also learned a process for helping business owners with succession and exit planning that I can use and apply in my everyday business life."

John R. Ezell, CPA, CEPA -- ProHorizons Network, Inc.

May 3 - 7, 2010

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 Booth School of Management, 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

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

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.

In The Spotlight

January 2010The Exit Planning Institute's Richard Jackim, CEPA will address hundreds of the nation's top life insurance producers and financial service professionals at the International Forum's annual meeting in Orlando, Florida on January 16-20 during the 2010 Annual Meeting. As co-author of the critically acclaimed book, "The $10 Trillion Opportunity: Designing Successful Exit Strategies for Middle Market Business Owners", Jackim will discuss how to leverage the exit planning process to attract high-level business owners to life insurance practices.

December 2009 - The Exit Planning Institute would like to welcome 18 new Certified Exit Planning Advisors (CEPA) to EPI. These people have completed an extensive 5-day educational course, and must have passed the 3.5 hour proctored examination. All Certified Exit Planning Advisors must have a minimum of 5 years of experience working with business owners in a professional advisor capacity.

 

 

New Members

Michael Camanzo
Realization Services, Inc.
Bedford Hills, NY

Katya Fuchedzhieva
Realization Services, Inc.
Bedford Hills, NY

Jeffrey Merry, Jr.
Machinery Equipment & Appraisals, Inc.
Dawsonville, GA

Ron Myers
Realization Services, Inc.
Bedford Hills, NY

Mark Nilsen
BBK
Southfield, MI

Alexander Rotolo
Realization Services, Inc.
Bedford Hills, NY

Peter Steffen
Realization Services, Inc.
Bedford Hills, NY

Chad Witter
Witter Consulting Group, Inc.
Bettendorf, IA

 

Exit Planning Institute Membership Brochure
EPI BROCHURE


   

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