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

General Members – A Great Way to Get Involved in Exit Planning?

The Exit Planning Institute offers four different types of membership: 

• General
• Academic
• Candidate
• Credentialed

General Members are professionals who have joined EPI but who have not or do not intend to pursue the CEPA designation.  This level of membership is great for advisors who are interested in the field of exit planning, but do not expect to regularly provide exit planning services to their clients or who are business owners and/or family members.

General Member Benefits

General Members receive the following great benefits from the Exit Planning Institute.

• The Exit Planning Advisor – EPI’s exclusive members-only monthly e-newsletter
• Access to EPI’s extensive on-line library of exit planning articles, white papers, and research
• Detailed member profile in EPI’s searchable member directory with active links back to each member’s website
• Downloadable content for each member’s web page
• Discounts on all EPI books and materials
• Access to EPI’s active on-line discussion forums and bulletin board
• Free participation in EPI’s monthly Exit Planning Q&A teleconferences

Membership FAQs

General Membership Dues:  Only $495 per year

Join Now!

Learn more about how you can join the Exit Planning Institute and play a meaningful role in the $10 Trillion Opportunity.

A Real Return on Investment

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