ABOUT US

The Exit Planning Institute® (EPI) is a leading organization dedicated to helping business owners, advisors, and professionals in the field of exit planning. Founded in 2005, EPI plays a vital role in shaping the exit planning profession through education, research, and a collaborative approach that emphasizes creating transferable business value. Central to EPI’s mission is the Certified Exit Planning Advisor (CEPA®) program, which equips advisors with the tools to guide owners in growing business value, aligning personal and financial goals, and navigating successful transitions. The program is built around EPI’s Value Acceleration Methodology™, a framework focused on proactive, value-driven strategies that make exit planning an ongoing business practice rather than a one-time event.

EPI also spearheads significant industry research, such as the State of Owner Readiness™ report, which measures business attractiveness and readiness for transitions across different regions. In addition to educational programs, EPI provides a robust network of local chapters and resources for ongoing professional development and collaboration among exit planning professionals​