The Exit Planning Institute
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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

EPI Membership – Take Part in the Largest Generational Transfer of Wealth in History!

EPI offers a flexible four level membership system for professionals: 

  • Academic Membership

  • General Membership

  • Candidate Membership. 

  • Credentialed Membership. 

Each is designed specifically to meet the needs of professionals with different levels of interest in the field of exit planning.

Your membership in the Exit Planning Institute provides you with powerful and unequal member benefits, available only through the EPI, and the key knowledge, tools, and skills you need to deliver exemplary exit planning strategies to your clients.

Importantly, EPI is the only entity offering CEPA certification.  EPI’s professional training program is the most comprehensive available in the field of exit planning.  Only EPI members can attend the CEPA course.

In addition, as an EPI member, you receive the exclusive opportunity to become a Certified Exit Planning Advisor (CEPA).  If you plan to expand your professional practice and handle at least one successful exit planning project per year, this alone will pay for your EPI membership and CEPA certification, many times over.

Join us and take part in the largest generational transfer of wealth in history.
Academic Membership

Click here to learn more about our Academic Membership...

 

General Membership

Click here to learn more about our General Membership...

Candidate Membership

Click here to learn more about our Candidate Membership...

Credentialed Membership

Click here to learn more about our Credentialed Membership...


 

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