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Read More About the Awards
Meet the 2026 Excellence in Exit Planning Award Winners
Every year, Exit Planning Institute® (EPI) recognizes individuals in the community who have become leaders in the profes…
A Look at Joe Seetoo’s Exit Planning Toolkit for Business Owners
Business owners are risk-takers by nature. It takes a lot to put yourself out there and launch a business. It can impact…
Nominate a CEPA for the 2026 Excellence in Exit Planning Awards
Every year, the Exit Planning Institute® (EPI) celebrates advisors who redefine what it means to be a business owner’s m…
Meet the 2025 Excellence in Exit Planning Award Winners
Exemplifying Exit Planning Through Excellence Every year, Exit Planning Institute® (EPI) recognizes individuals in the c…
Recognizing CEPAs with 15 Years of Experience
In 2007, Exit Planning Institute® (EPI) launched the first-ever Certified Exit Planning Advisor (CEPA®) program. This de…
Circle of Excellence: Profile of Inductee Peter Hickey
Who is Peter Hickey?
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Being What He Needed: Advising Owners on a Personal Plan
“I am the partner I wish I had when I faced my own untimely exit.”
Circle of Excellence: Profile of Inductee John Warrilow
“I can’t sell your company. You have a job, not a company.”
Leaving a Legacy: Celebrating Excellence in Exit Planning in 2025
The Excellence in Exit Planning Awards honor Certified Exit Planning Advisors (CEPAs) making a lasting impact on the exi…
From Contacts to Contracts: The Power of Networking & Professional Development
Whatever your career, one sure-fire way to advance is to attend networking and professional development events. The Exit…
Circle of Excellence: Profile of Inductee Julie Keyes
When a client says, “I don’t know what I would have done without you,” then Julie Keyes knows she’s done her best—and th…
Circle of Excellence: Profile of Inductee Mark Kravietz
The first owner exit Mark Kravietz witnessed was devasting. Personally.