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VerifiedProfessional Training and Coaching· Founded 2005

Exit Planning Institute

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.

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HeadquartersWestlake, United StatesEmployees89(11 to 50)Annual revenue$1M to <$10MFounded year2005Websiteexit-planning-institute.orgLinkedIn profileLinkedIn

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LinkedIn employees

89

11 to 50 range

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Distinct roles

31

indexed titles

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Monthly traffic

1.2K

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Top roles at Exit Planning Institute

31 distinct titles indexed · top 10 shown.

  • 8business development manager
  • 2account manager
  • 2administrative assistant ii
  • 2cepa-certified exit planning advisor
  • 2director of operations
  • 2marketing coordinator
  • 2relationship manager
  • 1&,
  • 1()
  • 1,,
  • +21more titles

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