Membership FAQ - Exit Planning Institute

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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
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Membership FAQ

Are my EPI dues tax deductible?

1) EPI dues are not deductible as a charitable contribution for federal income tax purposes, but may be partially deductible as a business expense.

Exit Planning Institute members represent a wide range of professions.

Academic	2%
Attorneys	5%
Business Brokers	12%
Business Consultants	28%
Business Valuations	3%
Commercial Bankers	2%
CPA/Tax	14%
ESOPs	1%
Estate Planners	4%
Financial Advisors	14%
Investment Bankers	4%
Mergers & Acquisitions	9%
Other	2%

Membership is divided equally between General Members and Credentialed Members.

Candidate Members	8%
General Members	5%
Credentialed Members	86%
Academic Members	1%

Membership Category	Annual Dues Amount
Academic	$250
General	$450
Candidate	$595
Credentialed	$595