Up Coming Events

  • Southern California EPI Chapter Meeting - April 2, 2015
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  • Greater Chicago Chapter Meeting - April 7, 2015
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  • NTX Chapter Social - April 9, 2015
    NTX Chapter Social - April 9, 2015
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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.” 
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  • 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? 
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  • 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...

Join

 
Thank you for your interest in joining EPI. To make the application process easy and fast, please note the following application checklist.

APPLICATION CHECKLIST

Please be sure to complete all 6 sections of this application. All candidates must meet the following standards to be considered for membership in EPI.

  • If joining as a Candidate member, you must intend to take the CEPA program and exam within 12 months.
  • Section 1: Applicant Information - Please complete all the requested information and note what address you would like all EPI and CEPA related correspondence mailed to.
  • Section 2 : Membership Level - Please select your desired membership level.
  • Section 3: Payment - Please include payment information so we may promptly process your application.
  • Section 4: Higher Academic Education - Please provide us with your educational information or submit additional education and/or professional experience to meet the program requirements. Note: A bachelor’s degree or equivalent from a qualifying institution, is required to take the Certified Exit Planning Advisor program. If you do not have a bachelor's degree,  please indicate "no degree." Applicants without a qualifying degree must submit additional professional work experience to qualify to take the CEPA program. Two years of relevant professional experience may be substituted for each year of required undergraduate studies.
  • Section 5: Employment Experience - Please note that membership is limited to candidates that have five years or more of full-time or equivalent experience working directly with business owners as a financial advisor, attorney, CPA, business broker, investment banker, commercial lender, valuation advisor, estate planner, insurance professional, business consultant or a similar professional capacity.
  • Section 6: EPI Code of Ethics & Professional Standards and Application Attestation - Please indicate your pledge to adhere to the EPI Code of Ethics and Professional Standards and sign the Application Attestation to fulfill program requirements.

 

* denotes a required field

Membership Level*


EPI offers membership levels to suit every professional need. Select the membership level that is right for you.

$195 per year
Academic Membership

Academic members are either full time employees, professors or are full time students of an accredited college or university

$295 per year
General Membership

General Membership is appropriate for advisors interested in the field of exit planning, but who do not expect to regularly provide exit planning services to clients. General members are professionals who have joined EPI but do not intend to pursue the CEPA designation.

$595 for the first 12 months
Candidate Membership

Candidate members are professionals who are pursuing the CEPA certification. This membership l level is appropriate for advisors who intend to make exit planning an important part of their professional practice and who expect to perform one or more exit planning assignments per year. Candidates must complete CEPA certification within twelve months of registering.

$3795 (Early bird pricing)
CEPA Designation
  • Includes one year Candidate member dues
  • One copy of The $10 Trillion Opportunity co-written by Richard E. Jackim, JD, MBA, CEPA and Peter G. Christman, CEPA
  • Digital CEPA course manual, 32 + hours of instruction
  • The CEPA exam and application fee
  • Continental breakfasts, lunches and breaks (Breakfast, Lunch, and breaks catered by Wolfgang Puck)
     

The following book is not included in the program fee but is available from Amazon.com - approximate cost $80. This book can also be downloaded to your Kindle or Nook.

  • Private Capital Markets 2nd Edition - written by Rob Slee

Applicant Information

Business Address
Home Address

Exit Planning / Professional Experience

Current Employment
Academic
Attorney
Business Broker
Business Valuations
Commercial Banker
Consultant
CPA/Tax
ESOPs
Estate Planning
Financial Advisor
Insurance
Investment Bank
Lender
Mergers & Acquisitions
Other
Partner
Wealth Manager
Previous Qualifying Employment Experience
(Please enter N/A if it does not apply)
Academic
Attorney
Business Broker
Business Valuations
Commercial Banker
Consultant
CPA/Tax
ESOPs
Estate Planning
Financial Advisor
Insurance
Investment Bank
Lender
Mergers & Acquisitions
Other
Wealth Manager

Higher Academic Education

Note: A bachelor’s degree or equivalent from a qualifying institution, is required to take the Certified Exit Planning Advisor program. If you do not have a bachelor's degree,  please indicate "no degree." Applicants without a qualifying degree must submit additional professional work experience to qualify to take the CEPA program. Two years of relevant professional experience may be substituted for each year of required undergraduate studies.

Payment

 
Discount Applied:
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Amount to be charged:
$0.00
(Note: The amount displayed above will be charged upon successful submission of this form.)

Terms of Agreement

Please review the following and check the checkbox and re-type your email address below to accept.

EPI STANDARDS OF CONDUCT
I pledge to:

  • Maintain exemplary standards of professional conduct.
  • Abide by the Exit Planning Institute's Code of Ethics and Professional Standards.
  • Strive to continually advance my knowledge and achieve higher levels of excellence in exit planning.
  • Actively advance, support, and promote EPI membership and the profession of exit planning through word and deed.

 

APPLICATION ATTESTATION

In making this application, I fully understand that it is an application only and not a guarantee of membership. If applying for Candidate Membership, I agree to take the CEPA program within 12 months of my membership being accpeted. I further understand, and, by my signature, I attest that I now, and will in the future, adhere to the EPI code of Ethics and Porfessional Standards. I further understand any false statement or misrepresentation that I may make in th ecuorose of these proceedings and application may result in the revocation of this application and the issuance of a complaint of violation on said Standards.

I understand that EPI reserves the right to revise or update this application and the Code of Ethics & Professional Standards, and that it is my responsibility to be aware of EPI’s current requirements. I further understand that I am obligated
to inform EPI of changed circumstances that may materially affect my application. I further understand that it is my responsibility to provide EPI with any requested documentation in connection with this application.

I understand and agree that if I am certified following acceptance of this application and successful completion of the
CEPA program and exam, such certification does not constitute EPI’s warranty or guarantee of my fitness or competency to practice as an exit planning advisor. If I earn the CEPA designation, I authorize EPI to include my name in a list of certified individuals and agree to use the CEPA certification and related EPI trade names, trademarks, and logos only as permitted by EPI policies. I understand and agree that EPI may also use anonymous and aggregate application and exam data for statistical and research purposes. I attest that I have never been convicted of a felony nor have had a professional license revoked or suspended.

MEMBERSHP AGREEMENT

The undersigned individual (“Applicant”) applies for membership in the Exit Planning Institute, LLC (EPI) at the membership level indicated and if accepted, agrees to pay annual membership dues when invoiced. Applicant acknowledges that membership includes a limited license to use the proprietary exit planning reports and templates developed by the Exit Planning Institute, but that the Institute retains ownership of these resources at all times. Termination of applicant’s membership in the Institute will result in a termination of this limited license.

Applicant acknowledges said membership, if accepted, may be terminated for any of the following reasons (1) failure to pay membership dues, (2) failure to abide by EPI’s bylaws, rules or regulations, (3) failure to abide by EPI’s code of ethics, or (4) evidence suggesting a flaw in moral character.

Further, upon termination of membership, Applicant agrees to cease use of any and all marks associated with EPI, discontinue use of any materials or publications including exit planning reports and templates, produced by, for, or with the assistance of EPI immediately upon termination of membership.

REFUND POLICY

Cancellations received thirty days before the date of the CEPA program will be honored, less the cost of any program materials sent. If you cancel after the thirty day deadline, the full amount paid, less $285 will be converted to a credit to be applied toward a future CEPA program. All credits issued are transferable, but nonrefundable. Any credits issued must be used within 12 months. Be sure to ask for a cancellation number. Note: Colleague substitution is permitted with no penalty.

By signing below, the undersigned represents and warrants the factual information contained in this application is true and complete.

* EPI does not discriminate on any basis including race, sex, age, religion, national origin, sexual orientation, or disability. Additional information on CEPA program requirements, policies, and procedures is available in the CEPA Candidate Handbook and CEPA program web page. For further assistance, contact CEPA staff at (847) 458-2124 or CEPA@exit-planning-institute.org.

 

*
   

 

Accountants/CPAs - receive 32.5 hours of CPE credit. 

Certified Valuation Analysts - Receive 32.5 hours of CPE credit.

Accredited Valuation Analysts - receive 32.5 hours of CPE credit.

Master Analyst in Financial Forensics - receive 32.5 hours of CPE credit.

Certified Business Appraisers - receive 32.5 hours of CPE credit

CM&AAs - receive 24 hours of CPE credit. 

CFP®s - receive 17 hours of CPE credit.

CBIs - receive 10 hours of CPE credit. Read more...