Exit Planning Institute
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We serve an elite, high-caliber group of professional advisors, committed to serving the needs of business owners.
#ExitPlanning #CEPA
The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe made up of 15 countries, 44 U.S. States and representing over a dozen different professional disciplines. To serve this elite and cross-functional community on one major platform, EPI produces the best content as it relates to exit planning, succession planning, and value acceleration, provides ongoing advisor support and practice development, and creates connectivity to transitioning business owners. How has the CEPA program benefited other professional advisors like you? This top-rated professional development program has been described as “far superior to other programs” and “more than a glitzy marketing tool.” As an education company dedicated to bringing you the best content and training in the industry, we strive to deliver an unmatched experience that will “supercharge your practice” and give you a competitive edge in a changing marketplace. We invite you to join the CEPA community and experience the impact of our best-in-class education, thriving local, national, and global network, and ongoing practice support. Exit planning is a core competency for advisors of the future. If you work with business owners today, becoming a CEPA will benefit your practice regardless of your specialized discipline.
09/25/2026
Common Myth: Customer concentration is only a sales challenge.
Reality: Customer concentration can affect risk, business value, and transferability.
Building stronger Customer Capital supports a more resilient company, regardless of when the owner plans to transition. A more diversified customer base can strengthen recurring revenue, reduce risk, and make the business less dependent on any one account.
How do you help owners recognize the broader impact of customer concentration?
09/24/2026
Knowing what an owner needs financially is an important part of the planning process, but those numbers become more meaningful when they are connected to a clear vision for life after the business.
For advisors, personal planning creates space to explore that bigger picture, including an owner’s sense of purpose and identity.
Explore Scott Couchenour’s Case Study on The ROI of Personal Planning and the role personal readiness plays in preparing owners for what comes next: https://hubs.li/Q04tyg6X0
09/24/2026
Four client conversations to schedule before year-end.
From business value and leadership to personal goals and 2027 priorities, intentional conversations can help owners turn reflection into meaningful action.
Which conversation are you prioritizing with business owner clients before year-end?
09/21/2026
Understand the business valuation process with Exit Planning Institute® (EPI) Chairman and creator of the Value Acceleration Methodology™, Christopher Snider. This course breaks down the language, terminology, and numbers involved in determining a business's value.
Explore real-world scenarios, practical case studies, and actionable insights that seamlessly enhance your exit planning and Value Acceleration knowledge.
A one-stop-shop for professional business advisors to meet continuing education (CE) requirements for multiple credentials: https://hubs.li/Q04vb8YJ0
09/18/2026
What does it mean to create a significant company?
At the Exit Planning Institute® (EPI), significance means building a business that is valuable, transferable, and aligned with the owner’s personal and financial goals.
Significant companies operate efficiently, employees enjoy working there, have an established culture, and have a high level of self-awareness and customer interaction.
Through the daily application of the Value Acceleration Methodology™, business owners can strengthen their companies today while creating more options for the future.
09/18/2026
The 2026 Osborne Entrepreneurship Through Acquisition (ETA) Symposium brings together aspiring entrepreneurs, operators, investors, advisors, and students.
Christopher Snider, Chairman of the Exit Planning Institute® (EPI), will moderate a workshop, helping guide insights around the path to business ownership.
Learn more and register through Case Western Reserve University here: https://hubs.li/Q04wDfHx0
09/17/2026
The Exit Planning Institute® (EPI) is excited to welcome 309 new Certified Exit Planning Advisors (CEPA®) to the EPI community from the August 2026 class.
We’re proud to recognize this group of CEPAs, adding to our network of advisors committed to helping business owners navigate what comes next with clarity and confidence.
https://hubs.li/Q04xKTyY0
Successfully activating your Certified Exit Planning Advisor (CEPA®) designation is about knowing where you can create the most value.
In this episode of Exit is Now: Plan Accordingly, Scott Snider, President of the Exit Planning Institute® (EPI), sits down with Mike Garrison to explore how advisors can strengthen their approach to business owners through better sales processes, de-risking conversations, trusted referral relationships, and intentional collaboration.
Listen to the full episode here: https://hubs.li/Q04xKZZ-0
09/16/2026
Join us in celebrating two valued members of Team EPI as they mark two years with the Exit Planning Institute® (EPI)!
Congratulations to:
Mackenzie Cook, Executive Assistant, on two years!
Ryan Beltz, Senior Member Experience Representative, on two years!
Mackenzie helps keep priorities moving across the executive office, while Ryan builds meaningful relationships with Certified Exit Planning Advisors (CEPA®) and supports their continued engagement with EPI.
Thank you both for the impact you bring to our team and community.
Continued learning helps advisors strengthen their approach, expand their perspective, and bring more intentional guidance to business owners.
EPI Academy offers flexible opportunities to build on your expertise and apply new insights in real client conversations.
Explore how EPI Academy can support your professional growth at https://hubs.li/Q04sDFWc0
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