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

Demonstrate Your Expertise:
Become a Certified Exit Planning Advisor

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 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 program requirements, passed the certification exam, and are a recognized, Certified Exit Planning Advisor.

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

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.

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.


 

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