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EXCELLENCE IN EXIT PLANNING AWARDS

The Excellence in Exit Planning Awards is an annual celebration of leadership, recognizing advisors who have made a lasting impact on their communities – locally, nationally, or across the industry. These honorees embody the core qualities of true leaders; they confront complex challenges, adapt and guide others in an evolving marketplace, and understand the value of collaboration.

EPI Excellence Award@2x

The exit planning profession presents unique challenges and opportunities demanding entrepreneurial spirit, high leadership, and a commitment to best practices. Each year, the Exit Planning Institute offers advisors the chance to nominate advisors who are positively impacting the industry. 

 

WHO’S LEADING THE WAY IN EXIT PLANNING?

Nominations for the 2026 Excellence in Exit Planning Awards will open in the Fall. Check out previous winners below!

EXPLORE PREVIOUS WINNERS

Discover the advisors who have set the standard for excellence in planning. From innovative leaders to dedicated community advocates, explore the stories of past award winners who have made a lasting impact and continue to shape the future of the industry.

PETER CHRISTMAN EXIT PLANNER OF THE YEAR WINNERS

 

The Exit Planner of the Year Award was named after the co-founder of EPI, Peter Christman. It is awarded to a CEPA who practices exit planning, manages exit planning engagements, or educates business owners and advisors.

 
Badge - Peter Christman Exit Planner of the Year Winners@2x
Joe - Awards Headshot
2025
Joseph Seetoo
Awards Headshots
2024
Amy Wirtz
Awards Headshots (1)
2023
Joe Strazzeri
Awards Headshots (2)
2022
Justin Goodbread

THOUGHT LEADER OF THE YEAR WINNERS

 

The Thought Leader of the Year Award is presented to a CEPA who has successfully trailblazed a first-of-its-kind project, initiative, or practice that has significantly contributed to the exit planning profession and the overall community.

 
Badge - Thought Leader of the Year Winners@2x
Renee - Awards Headshot
2025
Renee Russo
Awards Headshots (7)
2024
Joe Seetoo
Awards Headshots (6)
2023
James Jack
Awards Headshots (5)
2022
Julie Keyes

MEMBER OF THE YEAR WINNERS

 

The Member of the Year Award is presented to a CEA who contributes significantly to the EPI community of advisors in the overall exit planning profession.

 
Badge - Member of the Year Winners@2x
Rick - Awards Headshot
2025
Rick Krebs
Awards Headshots (11)
2024
Mike Garrison
Awards Headshots (7)
2023
Joe Seetoo
Awards Headshots (9)
2022
Shina Culberson
2026 NOMINATIONS OPEN FALL 2025! 
 
Nominations for the 2026 Excellence in Exit Planning Awards will open in the Fall. Check out previous winners above!

PHOTO GALLERY

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