After 22 years of working with business owners to grow, groom and capture the value of their businesses, I found something amiss. Upon learning about the Exit Planning Institute, I decide to attend its certification program. I was not sure what my expectations were, but after 5 days of intense lecture and discussion with regards to the various aspects of exit planning, I found what I was missing. The Exit Planning Institute brought together the many disciplines and processes to provide a comprehensive solution a business owner needs to prepare not only their business, but themselves for the day they exit their business. I would highly recommend this program to anybody working with business owners.

Billy Richardson
TBSI Consulting
Waco, TX

I went into the CEPA class not really sure of what to expect -- WOW -- was I ever pleasantly surprised! The material was all encompassing of all things Exit Planning; hitting on areas that I needed exposure to. The instructors and speakers were amazing; not only knowledgeable but enthused about their role and sharing information about their particular aspect of exit planning. The week was challenging- - as you would hope it would be as it stretches your knowledge and lends credibility to the certification itself. The greatest take-away from the entire process was how absolutely necessary the role and function of Exit Planning is in providing a successful transition for business owners who have worked so hard to build their businesses and deserve to achieve their goals when transitioning. Lastly, the other attendees were incredible. They brought expertise from around the country and were giving in their support to others taking the class -- - everyone wanted everyone else to succeed. It was an incredibly rewarding investment in oneself!

Dennis Leininger
Myriad Advisor Solutions
Clive, IA


 Thank you very much for the CEPA course I attended. I found the content, information and ideas provided excellent value to be able to be implemented and the follow-up with  templates and ongoing support of good value. The other participants in the course were all very welcoming and of a high standard and lovely people to work with. I strongly recommend anyone wishing to engage clients for Exit Planning to participate in the CEPA course.

John Murray, CEPA
John Murray & Associates
Ballarat, VIC


Last year I decided to study the CEPA program through the Exit Planning Institute after I’d made a decision to specialise in Exit Planning for SMEs.  I found the program to be exactly what I was looking for because it brought together all the required learning into one comprehensive solution, and formalised my qualifications as a Succession Planning & Exit Strategist.

The instructors were fantastic, so experienced. The things I learned gave me a lot of confidence to do what I do, and the ongoing support network helps to reinforce and overcome the challenges faced.  I highly recommend the CEPA Course for this rapidly developing market.

Leigh Riley, CEPA
The Exit Experts-
Highett, VIC

The CEPA training in Chicago was excellent. From an administrative standpoint, the course was well-run and professional- facilities, instructors and food were superb. More importantly though was the extensive real world training that practitioners are able to immediately apply to their practice and add value to clients, regardless of if you are a CPA, consultant, wealth planner, broker, M&A specialists, or valuation analyst.

Jeff Plank
HLB Gross Collins, PC
Atlanta, GA

I found that the Certified Exit Planning Adviser program run through the Exit Planning Institute was an excellent program that provided a broad background and coverage of the issues that every business owner should understand prior to the commencement of the business sales process.

Peter Hickey, CEPA
Managing Director
MAUS Business Systems