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
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Membership FAQ


Exit Planning Institute members represent a wide range of professions.

Academic

4%

Accountants

16%

Attorneys

8%

Business Brokers

16%

Business Consultants

4%

Commercial Bankers

8%

Estate Planners

4%

Financial Advisors

20%

Investment Bankers

12%

Trust Officers

4%

Other

4%

Membership is divided equally between General Members and Credentialed Members.

General Members

48%

Credentialed Members

48%


Academic Membership

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

 

General Membership

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Candidate Membership

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Credentialed Membership

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


 

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