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Up Coming Events

  • NEO Chapter Social April 23, 2014
    NEO Chapter Social April 23, 2014
    Read more...
  • NTX EPI Chapter Meeting May 9, 2014
    NTX EPI the Family Business Who Almost Got it Right
    Read more...
  • Certified Exit Planning Advisor (CEPA) Program - May 12 - 16, 2014 - Chicago, IL
    University of Chicago's Booth School of Business
    Read more...

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.” 
    Read more...
  • 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? 
    Read more...
  • 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.
    Read more...

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.

Certified Exit Planning Advisor Program  
 

 

  

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.
 
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: May 12 - 16, 2014
Where: University of Chicago Booth School of Business Gleacher Center
Program Cost:

Registration Dates 11/15/13 - 3/31/14 4/1/14 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, MBA, 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
     

Click here to read testimonials from our November 2012 program, and all other programs.

Register Today and Save

 

 

 

Watch for information about the 2014 International Conference coming soon.

Professional Resources

In 2007 the Exit Planning Institute developed and began administering the Certified Exit Planning Advisor or CEPA credential to set the highest professional standards in the exit planning profession.  The CEPA credential is awarded to participants who complete a 5 day executive MBA style program that is taught by nationally recognized experts in their respective fields.  The CEPA program offers professionals an innovative learning experience, performance-enhancing resources, and strategic tools designed to help them advance their exit planning practice.  The CEPA program now qualifies for 32.5 hours of CPE credit for CPAs, 17 hours of CE credit for CFP®s, 24 hours of CPE credit for CM&AAs, and 10 hours of CE credit for CBIs.

Continuing Education

The Exit Planning Institute offers members and non-members a monthly webinar offering exit planning tips and advice for advisors.  The widely attended webinar series is led by Joan Ridley, CEPA, CBI, CFP®, President of Business Wealth Solutions and a member of the Exit Planning Institute Board of Governors, and features leading experts in their respective disciplines.  The webinars qualify for continuing education credit for CEPA, and many will qualify for continuing education for CFP®s.

Forms and Templates

Credentialed members of the Exit Planning Institute receive access to the Institutes library of exit planning forms and templates, including sample exit planning reports, assessment tools, questionnaires, articles, and more.

Thought Provoking Research

General and Credentialed members of the Exit Planning Institute receive access to a library of exit planning studies and research done by the Exit Planning Institute and other thought leaders in exit planning.

Recommended Reading

General and credentialed members as well as the general public may benefit from reading the books written by the Exit Planning Institute's members and other professionals addressing topics related to exit planning.

 

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

 

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2013 Conference Sponsors

Acquisition International
Media Sponsor

Divestopedia
Media Sponsor

President & CEO
Media Sponsor

BNY Mellon Wealth Management

PNC Bank

Thornhill Financial

Corporate Value Metrics

Ashar Group

Principal Financial Group

MAUS

American Endowment Foundation

Ohio Employee Ownership Center

Core Value Software

Sellability Score

SOAR

SES Advisors

Business Value Express

ESOP Builders, Inc.

LPL Financial

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EPI Membership Brochure

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