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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Verified contacts
50
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89
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Distinct roles
31
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Decision-makers and verified team members
50 contacts with verified email or phone · masked until revealed.
- JB
Jocelyn Bires
Director of Operations · Operations
EmailPhone - SL
Scott Lang
Director of Sales · Sales & Business Development
EmailPhone - JW
John Weishar
Account Management, Manager · Sales & Business Development
EmailPhone - AL
Alex Lucas
Graphic Designer · Art, Culture and Creative Professionals
EmailPhone - DM
Donovan Muller
Marketing Coordinator · Advertising & Marketing
EmailPhone - JF
Jacqueline Forsythe
Product Development Assistant · Sales & Business Development
EmailPhone - JD
Joe Dipenta
Certified Exit Planning Advisor (Cepa) · Finance & Accounting
EmailPhone - KN
Kaylie Norris
Marketing Coordinator · Advertising & Marketing
EmailPhone - RB
Ryan Beltz
Account Manager · Sales & Business Development
EmailPhone
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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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