Up Coming Events

  • South Florida EPI Chapter Awareness Event
    South Florida EPI Chapter Awareness Event
  • Central Indiana Chapter Meeting - September 1, 2015
  • Southern California EPI Chapter Meeting - September 3, 2015

Recent News

  • President's Message March 2014
    Last month I wrote an article entitled Right Place, Right Time which presented a compelling case for state of our market. This month I want to present to you an overview of the exit planning process and EPI’s current point of view. First, exit planning is a process; NOT an event. It’s a way of running your business that maximizes its value and provides a means to achieving owner’s personal and financial goals; if they have any. The definition I like to use is a slight variation to the definition by Patrick Ungashick from his book Dance in the End Zone, “Exit planning is the conscious effort to maximize enterprise value while enabling the conversion of that ownership into personal financial freedom and peace of mind.” 
  • Consultants are Heroes Data Shows
    Exit Planning is a powerful profession, and I am lucky enough to learn from terrific consultants like you every day.  You share insights about your marketing efforts, your client interviews, your challenges, and your big wins. Generating wins –building your practice—is a fascinating area.  Some common themes: telling business owners you can build the value of their business gets their ear; then showing them both how, and by what amount, wins you their trust over 30% of the time.  What is the key to maintaining the conversation’s momentum and converting this trust into action? 
  • Discover Fort Worth - Fort Worth Stockyards
    The Fort Worth Stockyards is a historic district that is located in Fort Worth, Texas, north of the central business district. The 98-acre (40 ha) district was listed on the National Register of Historic Places as Fort Worth Stockyards Historic District in 1976. They are a former livestock market which operated under various owners from 1866. The arrival of railroads in 1876 made the area a very important livestock center. Fort Worth Union Stockyards opened for business on January 19, 1890, covering 206 acres. On February 7, the Fort Worth Dressed Meat and Packing Company was founded. This facility was operated without profit until purchased by G. W. Simpson of Boston.

Welcome to the Exit Planning Institute

The Exit Planning Institute® (EPI) delivers innovative learning experiences, performance-enhancing resources and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing educational credits with six major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

EPI Value Acceleration Methodology & Value Advisor

EPI Global Platform, The EPI Difference

EPI General Information Sheet




  Gleacher CenterThe Certified Exit Planning Advisor (CEPA) Program, created in 2007, is the only program of  it's kind.  Developed by nationally recognized experts in the field of exit planning, this 5-day  executive MBA style program is taught by a faculty of nationally recognized experts in their   respective fields.  The program is held twice a year at the University of Chicago's Booth School of Business Gleacher Center. The CEPA Program offers professionals an innovative learning experience, performance-enhancing resources, and the strategic tools to help them advance their exit planning practice.

Download the CEPA Program Brochure
Who should attend: Attorneys, CPAs/accountants, business brokers, financial advisors, valuation advisors, investment bankers, estate planners, commercial lenders, consultants, wealth managers, insurance professionals, mergers & acquisition advisors, and other professional advisors working with owners of privately held businesses.

When: August 3-7, 2015
Where: University of San Francisco School of Management Downtown Campus
Program Cost:

Registration Dates 5/1/2015 - 6/30/2015 7/1/2015 and  after
Program Cost: $3,795 $4,500


Program fee includes:

  • Application/examination fee
  • Program tuition
  • First year Candidate membership dues
  • Copy of The $10 Trillion Opportunity - Co-authored by Richard Jackim, JD, CEPA and Peter Christman, CEPA
  • One copy of Every Families Business written by Thomas Deans PhD
  • Continental breakfasts, lunches, and breaks catered by Wolfgang Puck


The CEPA Program qualifies for numerous amounts of CE for a robust set of professional designations. Review CE Opportunities Here


Click here to read testimonials

Register Today and Save




2013 State of Owner Readiness©
Survey Results 2013
The Exit Planning Institute and EPIs Northeast Ohio Chapter partnered with Grant Thornton, PNC Bank and the Ohio Employee Ownership Center at Kent State University in 2013 to conduct of survey of business owners. The goal of the survey was to ask business a set of questions around the broader and larger issue: how effectively (if at all) have you planned for the inevitable exit of your business?
The purpose of this survey fits closely with the core mission of the Exit Planning Institute, namely the creation of all-inclusive, proactive process for accomplishing the objectives and goals of exiting business owners. In order to that, it was important to find out where the average business owner was at in that process. Below please find links to download the full report and presentation of the 2013 State of Owner Readiness Survey that was presented in 2013 at the Exit Planning Institutes International Conference in Cleveland, Ohio.

Interviews with Thought Leaders within the Exit Planning Profession

Chris Snider; President and CEO of the Exit Planning Institute

Scott Miller; Recipent of the 2014 Leader of the Year Award and CEPA Faculty Member

Mark Kravietz; Recipent of the 2014 Volunteer of hte Year Award and President of the Greater New York City Chapter

Craig West; Recipent of the 2014 Peter Christman Exit Planner of the Year Award

Peter Christman; Co-founder of the Exit Planning Institute and Co-Author of the $10 Trillion Opportunity




Invest in Yourself and Your Future Become a Certified Exit Planning Advisor

  • Help business owners exit their companies and achieve all of their personal, business and financial goals at the same time
  • Help business owners articulate and align their personal, business and financial goals
  • Identify key exit planning issues and propose appropriate solutions
  • Coach business owners on important exit planning topics
  • Deliver comprehensive exit planning services
  • Build an exit planning referral network
  • Incorporate exit planning into your existing practice
  • Promote and sell your exit planning services
  • Quarterback a multidisciplinary team to deliver exit planning services




SES Advisors


CEPA Program Testimonials

"CEPA is the most content rich continuing ed program I've attended. The combination of quality speakers and experienced attending professionals provided a unique opportunity. I highly recommend the CEPA program for any professional looking to add Exit Planning as a core competency to their business."

Wendy Crawford-Schultz, CPA/ABV, CEPA, CVA -- Bluewater Consulting Group. LLC
"I found my involvement in the CEPA program to be positive and professional on all levels. Our firm has found that obtaining the CEPA designation has assisted in our marketing of our services and is another positive differentiator in the market place."

Walter Williams
CEPA, B-Comm, CA, CBV, CIRA --
Vine & Partners, LLP
"The CEPA Program exceeded my expectations. The speakers were well prepared, knew their stuff, and went into just the right amount of detail. The time and money invested was well spent."

Richard Sheppard, CFP®, CEPA --
Investors Group Financial Services