The Exit Planning Institute
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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

Demonstrate Your Expertise:
Become a Certified Exit Planner

Are you ready to achieve a new level of professional growth and recognition?

The Certified Exit Planning Advisor(CEPA) program is the only one of its kind offering the most comprehensive professional training available in the area of exit planning. This 5 day intensive program and the CEPA exam are administered by the Exit Planning Institute.

Business advisors who are well versed in exit planning find they have little competition in today’s cutting edge business environment.  The CEPA certification immediately tells business owners and the public that you have met EPI’s rigorous professional standards, passed the certification exam, and are a recognized, certified business exit planning specialist.

The CEPA certification process will elevate professional standards, enhance individual performance, and differentiate CEPA professionals from those who do not have the knowledge essential to provide high quality exit planning services for business owners.

The CEPA program stands as a mark of excellence. It is an ongoing commitment to your professional growth, and evidence that you can and will develop successful exit plans for your clients.

EPI members who receive the CEPA designation are licensed to use EPI’s proprietary client “deliverables,” including questionnaires, report templates, excel templates, and marketing materials.  CEPA recipients also receive a complete credentials kit including image files of the EPI and CEPA logos and instructions on how to use them. These are CEPA member-only exclusive tools and products, and are not available elsewhere.  Best of all, there is no additional charge to use these great resources!

In addition, EPI offers CEPA members the option of professional report services prepared exclusively by EPI staff.  This facilitates and enhances exit planning strategies, proposals, and business evaluations, and are personalized and tailored to your individual client with your own contact information and logo.

Members earning the CEPA certification receive a CEPA certificate bearing the candidate’s name and the EPI’s seal, confirming you have completed EPI’s rigorous exit planning curriculum.  This attractive certificate is printed on parchment and is designed to impress your clients and elevate your business stature.

Click Here to join EPI as a Candidate Member and reserve your place at the next CEPA® course and exam program.

CEPA Benefits

Click here to learn more about the benefits that the CEPA certification provides.

Certification Requirements

Click here to learn more about the requirements to earn the CEPA certification.


 

Copyright © 2008 The Exit Planning Institute