Joined January 2013
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The Exit Planning Institute® (EPI) is proud to welcome 212 Certified Exit Planning Advisors (CEPA®) to the network from our May 2026 graduating class.
Sound off and celebrate them in the comments!
hubs.li/Q04kxvnK0
#EPI #CEPA #Designation #ExitPlanning
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Every exit plan starts with reducing risk.
Join Kerry Pulliam, of Capitas Financial, for a practical webinar on how insurance strategies can help protect the Four Intangible Capitals against the 5Ds.
hubs.li/Q04hCxvC0
#Webinar #ExitPlanning #RiskManagement #BusinessOwners
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Success in Exit Planning is not done alone.
CEPA Connect is an exclusive centralized hub designed to help you build relationships, exchange insights, and engage directly with a community of advisors focused on delivering value to business owners.
#ExitPlanningInstitute #CEPA
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Explore CEPA Connect by joining CEPA Plus or CEPA Mastery here: exit-planning-institute.org/…
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Confidence comes from preparation.
The Certified Exit Planning Advisor (CEPA®) Exam Prep course was designed to help candidates strengthen their understanding of the Value Acceleration Methodology™.
#CEPA #ExitPlanning #ValueAcceleration #AdvisorGrowth
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exit-planning-institute.org/…
Guided review sessions, practice questions, and focused preparation resources built specifically for the exam experience.
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Claim your virtual seat for July 21 here!
event.on24.com/wcc/r/5193255…
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Become the most valued advisor by addressing the gaps between what owners need most.
Download the Certified Exit Planning Advisor (CEPA®) Brochure to make the first step toward bettering your practice.
#CEPA #ExitPlanning #Advisor #ValueAcceleration
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This blog from Scott Bushkie and Cornerstone outlines three simple but critical steps advisors can take to stay proactive, add value, and retain assets under management (AUM) after a sale.
#EPIBlog #Cornerstone #HumanCapital #Advisor
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Business owners don’t sell their companies every day, but advisors often only get one chance to capture the relationship when they do.
blog.exit-planning-institute…
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Succession planning is a difficult process, often made more challenging by a lack of communication.
How can business owners and their advisors ensure everyone involved receives an acceptable outcome?
#EPIBlog #PlannedSuccessor #SuccessionPlanning #Advisor
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Learn why having the right conversations early can make a difference.
blog.exit-planning-institute…
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The Exit Planning Institute® (EPI) Business Owner Prospecting and Engagement series is designed to help advisors strengthen their connections with owners by combining real-world business-owner data with practical engagement strategies.
#ExitPlanning #Advisor #Academy #CEPA
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Explore how the series works and how you can apply it in your practice.
exit-planning-institute.org/…
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We are celebrating Paige Wysocki and her 8 years with the Exit Planning Institute® (EPI) today!
From intern to Vice President of Marketing and Brand Strategy, Paige has played an incredible role in shaping EPI’s direction and brand.
Everyone, celebrate in the comments below!
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A successful exit is about more than the transaction. For many business owners, it is about protecting what they have built, preserving legacy, and preparing for the future.
#EPIBlog #ExitPlanning #EstatePlanning #BusinessOwners #Advisors
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Explore how an estate planning attorney can help business owners align personal, financial, and business goals throughout the transition process in our newest blog.
blog.exit-planning-institute…
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Great opportunities often start with the right relationships.
In this webinar, Julie Keyes of KeyeStrategies shared how advisors can build stronger referral relationships, create collaboration, and become the advisor brought into conversations early.
#AdvisorGrowth #ExitPlanning
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Explore and register for upcoming webinars: exit-planning-institute.org/…
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