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Join as we award members of our Exit Planning community with three Excellence in Exit Planning Awards.
The Member of the Year Award is presented to a CEPA who contributes significantly to the EPI community of advisors and the overall exit planning profession. They act as a key leader and expert in their local or regional marketplace and lead exit planning education while driving market awareness.
The Leader of the Year Award is presented to a CEPA who has successfully trail-blazed a first-of-its-kind project, initiative, or practice which has made a significant contribution to the exit planning profession and the overall community. This advisor is also a thought leader; someone who has taken a position and become a regarded expert/specialist in a specific niche area, a person who tasks, innovates, and influences, and above all, showcases characteristics of collaboration.
The Exit Planner of the Year Award is the highest honor offered in the exit planning industry. It is awarded to a CEPA who either practices exit planning, manages exit planning engagements, educates business owners and advisors, or provides industry-changing exit planning solutions or tools that can be directly tied to changing outcomes for business owners and leading advisors. This advisor makes significant contributions to the industry and exemplifies the core values and characteristics of EPI and the CEPA credential while making a uniquely significant impact on the larger exit planning profession on a local, regional, national, and/or international scale.