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

The Innovative and Comprehensive CEPA Curriculum

The CEPA Curriculum is the most comprehensive training available for professionals interested in exit planning.  The CEPA course presents over 200 hours of self study and 32.5 hours of instruction. The following is an outline of some topics covered during the five day CEPA course.

• The Need For Exit Planning
  
• Overview of the Exit Planning Process
  
• Marketing & Selling Exit Planning
  
• Exit Planning Deliverables
  
• Importance of Teams
  
• Survival Exercise
  
• Defining & Aligning Goals
  

• Financial Planning for Business Owners
  
• Advanced Estate Planning Concepts
  
• Business Valuations
  

• Introduction to Value Enhancements
  
• Exit Options Analysis
  
• ESOPs as an Exit Strategy
  
• 3rd Party Sales & the M&A Process
  
• Ethics in Exit Planning (Introduction to the EPI Code of Ethics)
  

• Understanding Private Equity
  
• Calculating Net Proceeds
  
• Creating Action Plans
  
• Delivering Your Exit Plans
  
• Implementation – Developing an Action Plan for Your Practice
  

• Question & Answer
  
• CEPA Exam
  

Certified Exit Planning Advisor Program
University of Chicago, Gleacher Center - Chicago, IL

The Gleacher Center is the University of Chicago’s state-of-the-art executive educational facility, located in the heart of downtown Chicago, just steps off of the beautiful magnificent mile.

May 3 - 7, 2010, $3,795 (before discount)

The program fee includes:

• CEPA Application Fee
• One year Candidate membership dues
• Copy of CEPA training manual
• One copy of The $10 Trillion Opportunity co-written by Richard Jackim & Peter Christman
• One copy of Private Capital Markets written by Rob Slee
• Continental breakfast, lunch, coffee breaks, and networking

Space is limited to 45 attendees in order to facilitate group exercises and case studies. Register prior to February 28, 2010 to receive the best price!

Certified Exit Planning Advisor Program
University of Chicago, Gleacher Center - Chicago, IL

The Gleacher Center is the University of Chicago’s state-of-the-art executive educational facility, located in the heart of downtown Chicago, just steps off of the beautiful magnificent mile.

November 1 - 5, 2010, $3,795 (before discount)

The program fee includes:

• CEPA Application Fee
• One year Candidate membership dues
• Copy of CEPA training manual
• One copy of The $10 Trillion Opportunity co-written by Richard Jackim & Peter Christman
• One copy of Private Capital Markets written by Rob Slee
• Lunches, coffee breaks and networking

Space is limited to 45 attendees in order to facilitate group exercises and case studies. Register prior to August 31st to receive the best price!

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.