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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CEPA Program & Exam Committee
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Chairman
Christopher Jones, CEPA
Financial Solutions, Inc.
500 Mamaroneck Avenue, Suite 320
Harrison, NY 10528
(800)-875-5960
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Christopher K. Jones founded Financial Solutions,
Inc. in 1991 to provide key financial and operational support services to growing businesses, helping dozens of companies
realize their full financial potential. Chris has served as CFO and COO pro tem of numerous startups, growing enterprises,
and turnarounds in over 30 different industries. |
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Member
Steven Allison, CEPA
S.R. Allison &Associates
9001 Airport Freeway, Suite 725
Fort Worth, TX 76180
(817)509-0620
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Member
Frank Washelesky, CEPA
Ostrow Reisin Berk & Abrams, Ltd.
NBC Tower, Suite 2600
455 North Cityfront Plaza Drive
Chicago, IL 60611
(312)670-7444
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Member
Sean Hutchinson, CEPA
FortunatoHutchinson
712 Montgomery Street
San Francisco, CA 94111
(415) 616-0702
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Member
Walter Williams, CEPA
Vine & Partners LLP
1 Hunter Street East, Suite 100
Hamilton, ON L8N 3W1
(905)549-8463
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Member
James Lutes, CEPA
JD Lutes & Associates, Inc.
140 Old Hapton Road, Suite 340
Rothesay, NB E2E 5Y3
(506)847-4918
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Member
Greg Price, CEPA
Crossroads Business Transition Group, LLC
17 Rosemilt Place, Suite B
Morristown, NJ 07960
(973)285-7508
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Member
James McDevitt, CEPA
Confidential Business Sales
5575 Granger Road, Suite 360
Independence, OH 44126
(216)695-0661
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Member
Richard Sheppard, CEPA
Investors Group Financial Services
1816 Crowchild Trail NW, Suite 610
Calgary, AB, T2M 3Y7
(403)220-9654
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Member
Cliff Olin, CEPA
The Olin Group
468 Algerine St.
Afton, NY 13730
(607)639-1089
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Member
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Member
Mark Petit, CEPA
Aspire Management, Inc.>
2888 Nationwide Parkway
Brunswick, OH 44212
(330) 384-8820
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Member
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