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Current company Exit Planning Institute
Professional Training and Coaching · 98 employees · Founded 2005 · Westlake, Ohio, United States
Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting. Since 2005, The Exit Planning Institute® (EPI) has been redefining how business owners and their advisors think about exit strategy and value creation.
We’re not here just to teach exit planning education to advisors; we’re here to build significant companies and revolutionize the way businesses prepare for the future. We are proud to serve a high-caliber group of professional advisors, committed to serving the needs of business owners.
The Certified Exit Planning Advisor (CEPA®) Credentialing Program is the only program of its kind that has equipped thousands of elite advisors - think Attorneys, Accountants, Financial Planners, Business Brokers, Wealth Managers, Estate Planners, and more - with the tools to:
- Build enterprise value,
- Align personal, business, and financial goals, and
- Turn exit planning into a revenue-generating powerhouse.
Why does it matter?
Because exit planning is great business planning. And great businesses don’t just happen - they’re made by integrating best-in-class business practices into daily operations.
The Value Acceleration Methodology™ is the process taught during the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner.
So, whether you’re a professional advisor looking to elevate your practice or a business owner with big dreams, we’re here to make sure you succeed.
Ready to take the next step?
Discover how EPI is transforming the future of exit planning: https://exit-planning-institute.org/
Because it’s not just about leaving your business - it’s about creating businesses that thrive, families that prosper, and legacies that endure.