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
4811 Emerson, Suite 210
Palatine, IL 60067-7417
P: 847.303.6887
F: 847.303.6951
Send us an Email

The Exit Planning Institute offers two different levels of membership:  General and Credentialed.

Credentialed Members are professionals who have received the CEPA certification. 

Credentialed Members receive all of the benefits provided to General Members, plus these additional benefits:

• Active referral network to work together in multidisciplinary exit planning teams
• The right to use the title Certified Exit Planning Advisor and the CEPA certification on business cards, marketing materials and signage
• A license to use EPI’s proprietary exit planning report templates and services
• Access to an on-line resource center with templates of all proprietary reports and deliverables
• Enhanced member profile (includes logo and picture) included in EPI’s searchable member directory with active links back to the member’s website
• Access to EPI’s recommended referral fees schedules, collaboration agreements, and client disclosure documents
• An integrated marketing kit containing:
  • content for websites
  • EPI and CEPA logos
  • templates for printed marketing materials
  • guidelines for signage
• Featured listing in EPI’s searchable members directory
• Option to be a speaker in EPI’s Speakers Bureau
• Option to have EPI staff speak at marketing events and sales call presentations (addition fee applies)

Membership FAQs

Candidate Membership Dues:  Only $997 per year

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Optional Report Preparation Services

Credentialed Members may request EPI’s staff of exit planning specialists to prepare private labeled versions of EPI’s reports (additional report preparation fees apply).  Click here for additional information about these report services.

A Membership with a Real Return on Investment

Credentialed Membership provides a powerful return on investment (ROI). 

Performing one exit planning project will pay for your EPI membership and CEPA certification, many times over.