Want to know what it takes to be best in class? In our new series, “Mastering the Market,” six of our leading CEPAs will share their journeys to define what best-in-class means to them. From the struggles they had to overcome to attain a higher level of excellence to the strategies they put in place to successfully become best-in-class, you don’t want to miss out. Click the link below and start mastering the market! https://hubs.li/Q02N1Zy-0 #ExitPlanning #BestInClass #MasteringTheMarket #CEPA
Exit Planning Institute
Professional Training and Coaching
Westlake, Ohio 12,649 followers
Providing top professional advisors the best industry content, ongoing practice support, and owner education resources.
About us
The Exit Planning Institute is the Authority in Exit Planning and Value Acceleration Pioneering an industry since 2005, The Exit Planning Institute® (EPI®) serves an elite, high-caliber group of professional advisors, committed to serving the needs of business owners. These advisors come from diverse areas of professional specialty, including Attorneys, CPAs and Accountants, Business Brokers, Financial Planners, Valuation Advisors, Investment Bankers, Estate Planners, Commercial Lenders, Consultants, Wealth Managers, Insurance Professionals, Mergers & Acquisition Advisors, and other Professional Advisors. The Certified Exit Planning Advisor® (CEPA®) Credentialing Program, created in 2007, is the only program of its kind and offers professional advisors an innovative learning experience, best-in-class resources, and strategic tools to help them advance their exit planning practice. Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology® is the process taught at the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. The process consists of three major components, referred to as the “three legs of the stool”: Business, Personal, and Financial planning. Exit planning is business planning. It is about building, harvesting, and preserving family wealth for generations to come and integrating best-in-class business practices into daily operations. The Methodology focuses on enterprise value and is a revenue-producing model for professional advisors that is justifiable with the growth of overall enterprise value.
- Website
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https://exit-planning-institute.org/
External link for Exit Planning Institute
- Industry
- Professional Training and Coaching
- Company size
- 11-50 employees
- Headquarters
- Westlake, Ohio
- Type
- Privately Held
- Founded
- 2005
- Specialties
- Exit Planning, Value Acceleration, Professional Designation, Marketing, Training, Education, Awareness, Member Support, Local Chapters, Peer Groups, Content, Speaking, Events, Research, State of Owner Readiness Survey, Networking, Owners Forum, CEPA Credential, Business Succession Planning, and Business Owner Exit
Locations
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Primary
Get directions
27881 Clemens Road
Suite A
Westlake, Ohio 44145, US
Employees at Exit Planning Institute
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PETER CHRISTMAN, CEPA, CPBA
Founder and CEO of The Christman Group | Co-Founder of Exit Planning Institute |
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Michael Halperin
Expert EOS Implementer®, Entrepreneur
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Marianne Oehser, M.M., CPRC
Co-Founder Next Chapter Lifestyle Advisors | Faculty Member, Exit Planning Institute | Certified Professional Retirement Coach | Author | Redefining…
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Mindy Lang
Updates
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Do you know a CEPA who deserves the spotlight? Whether they’re a trailblazer, innovator, or community builder, we want to see your nominee take the stage at the 2025 Exit Planning Summit! This is your chance to celebrate a CEPA who has truly changed the game this year. Tag a deserving CEPA in the comments and nominate them today to celebrate their achievements on the industry’s biggest stage! https://hubs.li/Q02-1NNT0 #ExitPlanning #ExcellenceInExitPlanningAwards #EPI #ExitPlanningInstitute
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“New Year, New Me.” isn’t just a saying for your personal goals this year, but also your professional resolutions. But how do you achieve that “new me” feeling? Whether it’s exiting a business or creating more value, a CEPA is your secret weapon to new year success! Ready to tackle 2025 with confidence? Learn more in our blog post below! https://hubs.li/Q02_ZW3z0 #BusinessOwner #BusinessExit #CEPA #ExitPlanning #ExitPlanningInstitute
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What’s the difference between a good CEPA and a great CEPA? It’s how well you understand and apply key concepts of exit planning. Stay tuned for a new series where an exit planning expert will break it all down for you. But this isn’t just a vocabulary lesson - it’s your roadmap to becoming a best in class exit planning advisor. Any guesses on which terms we’ll tackle first? Drop your guesses down in the comments now! #ExitPlanning #CEPA #ExitPlanningInstitute
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Join us in celebrating Jenna Meredith and Kristina Schuerger’s three-year anniversary with EPI! We’re so lucky to have their incredible talents on our team. Thank you for all that you do, Jenna and Kristina. Here’s to their continued success. 🎉 #ExitPlanningInstitute #EPI #WorkCulture #WorkAnniversary
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The top 9% of financial advisors know that growth doesn’t happen by chance - the secret lies in a defined marketing strategy, effective lead generation, and data-driven processes. Discover the rest of the best practices used by the top financial advisors to attract high-quality prospects, nurture those relationships, and convert them into clients in the full article below! https://hubs.li/Q030n-Dh0 #ExitPlanning #ExitPlanningInstitute #FinancialAdvisors #Growth
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To our incredible CEPA community, as we recognize Hanukkah's beginning tonight, we want to honor the light you bring to your clients every day. The guidance you provide helps business owners illuminate their own unique path to a successful future. May this season of Hanukkah bring you and your loved ones eight days filled with joy, peace, and light. From The Exit Planning Institute, Happy Hanukkah! #CEPA #ExitPlanning #ExitPlanningInstitute #EPI #Hanukkah #Holidays
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Along with ripping open gifts, spending time with loved ones and sharing laughs around the Christmas tree, today is also the perfect day to reflect on the incredible work our CEPA’s have done to help their clients this year! As we celebrate the holiday season today, let’s also celebrate the impact all of our CEPA’s have made in shaping successful business transitions and futures. From all of us at The Exit Planning Institute, we wish you a very Merry Christmas filled with joy, peace, and prosperity #MerryChristmas #CEPA #ExitPlanning #ExitPlanningInstitute #EPI #Christmas #Holidays
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After the sudden collapse of his family business, Scott Couchenour lost more than just a job - he lost his identity. But through this hardship he discovered purpose: becoming the advisor he needed during his darkest days. Discover how Scott's journey can inspire your own. Read the blog below to start preparing for a fulfilling life beyond business. https://hubs.li/Q02YysY_0 #ExitPlanning #CEPA #ExitPlanningInstitute #EPI #Business
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Are you ready for the biggest event of the year? The Exit Planning Summit, the premier conference for advisors, is on it’s way to the Sunseeker Resort in Charlotte Harbor, Florida, from May 4-6, 2025. Don’t miss your chance to network with fellow exit planning professionals and learn from the best in class. Don’t miss out on this unique experience. Register today using the link below! https://hubs.li/Q02-zThk0 #ExitPlanning #ExitPlanningInstitute #EPI #ExitPlanningSummit2025
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