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
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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.
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Day One
- The Need For Exit Planning
- Overview of the Exit Planning Process
- Exit Planning Deliverables
- Marketing & Selling Exit Planning
- Importance of Teams
- Survival Exercise
- Identifying and Developing Goals and Objectives
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Day Two
- Financial Planning for Business Owners
- Advanced Estate Planning Concepts
- Basics of Business Valuations
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Day Three
- 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)
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Day Four
- Understanding Private Equity
- Calculating Net Proceeds
- Creating Action Plans
- Delivering Your Exit Plans
- Implementation – Developing an Action Plan for Your Practice
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Day Five
- Question & Answer
- CEPA Exam
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Certified Exit Planning Advisor Program
University of Chicago Booth School of Business, Gleacher Center - Chicago, IL
The Booth School of Business 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, $4,500 (before discount)
The program fee includes:
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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
| Registration Dates |
5/15/10 - 9/30/10 |
10/1/10 and after |
| Program cost: |
$3,795 |
$4,500 |
Space is limited to 35 attendees in order
to facilitate group exercises and case studies. Register prior to September 30, 2010 to receive the best price!
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Certified Exit Planning Advisor
Program
University of Chicago Booth School of Business, Gleacher Center - Chicago, IL
The Booth School of Business 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 2 - 6, 2011, $4,500 (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
| Registration Dates |
11/15/10 - 3/31/11 |
4/1/11 and after |
| Program cost: |
$3,795 |
$4,500 |
Space is limited to 35 attendees in order
to facilitate group exercises and case studies. Register prior to March 31, 2011 to receive the best price!
Click Here to join EPI as a Candidate Member
and reserve your place at the next CEPA program.
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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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