Certificate in Exit Planning Online – January 2017


Registration $500


*$400 Early-Bird Registration Available Until 12/01/16



The Certificate in Exit Planning Program was developed by nationally recognized experts who serve as faculty members for the Exit Planning Institute’s Certified Exit Planning Advisor (CEPA) Program. The program was designed to take professional advisors, as well as sales and marketing professionals and colleagues of existing CEPAs, through an overview of the overall Value Acceleration Methodology and provide some insight into the CEPA Program itself.

Over the 5-day online, live webinar version of the program, attendees will go through five modules that concentrate on the core elements of the Value Acceleration Methodology and the organizing principle of the methodology called Master Planning.

Participants will also learn to describe deliverables at each of the three major gates of the methodology and understand how the exit planner and the “triggering event” creates action and generates business opportunity and deal flow for other professional advisors while significantly improving value and probability of a successful transaction.

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Event Logistical Details

The CEP Online program will be presented via Live Webinar for 60-90 minutes over 5 days:

Monday, January 16th 12:00 - 1:30 p.m. EST 

  • Session 1: "The Need for Exit Planning and the State of Owner Readiness"

Tuesday, January 17th 12:00 - 1:30 p.m. EST

  • Session 2: "What is Exit Planning"

Wednesday, January 18th 12:00 - 1:00 p.m. EST

  • Session 3: "Concepts of Master Planning"

Thursday, January 19th 12:00 - 1:30 p.m. EST

  • Session 4: "Value Acceleration Methodology"

Friday, January 20th 12:00 - 1:00 p.m. EST

  • Session 5: "Importance of Teams and Course Wrap Up"

After successful completion of all 5 sessions, attendees will receive a certificate of completion from EPI for the Certificate in Exit Planning course on exit planning and value acceleration.