Today is the final call for sweet success! Don't miss your last chance to unwrap savings, expand your expertise, and strengthen your client relationships with tools rooted in the Value Acceleration Methodology™️. Secure your ideal bundle today using the link below! https://hubs.li/Q03Vsl7b0 #SeasonofDeals #ExitPlanning #ExitPlanningInstitute
Exit Planning Institute
Professional Training and Coaching
Westlake, Ohio 16,460 followers
The Authority in Exit Planning: Transforming Business, Personal, and Financial Goals.
About us
Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting. Since 2005, The Exit Planning Institute® (EPI) has been redefining how business owners and their advisors think about exit strategy and value creation. We’re not here just to teach exit planning education to advisors; we’re here to build significant companies and revolutionize the way businesses prepare for the future. We are proud to serve a high-caliber group of professional advisors, committed to serving the needs of business owners. The Certified Exit Planning Advisor (CEPA®) Credentialing Program is the only program of its kind that has equipped thousands of elite advisors - think Attorneys, Accountants, Financial Planners, Business Brokers, Wealth Managers, Estate Planners, and more - with the tools to: - Build enterprise value, - Align personal, business, and financial goals, and - Turn exit planning into a revenue-generating powerhouse. Why does it matter? Because exit planning is great business planning. And great businesses don’t just happen - they’re made by integrating best-in-class business practices into daily operations. The Value Acceleration Methodology™ is the process taught during the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. So, whether you’re a professional advisor looking to elevate your practice or a business owner with big dreams, we’re here to make sure you succeed. Ready to take the next step? Discover how EPI is transforming the future of exit planning: https://exit-planning-institute.org/ Because it’s not just about leaving your business - it’s about creating businesses that thrive, families that prosper, and legacies that endure.
- 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
24651 Center Ridge Rd
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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John F Dini CBEC, CExP, CEPA, CEMC
Founder and CEO - ExitMap LLC. The Exit Planning Coach, helping advisors build deeper client relationships. #exitplanning #businessowners…
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Monroe "Roey" Diefendorf, Jr.
More Than Money Wealth Management - Family Forum Facilitator - Values Based Planning Champion
Updates
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Join Exit Planning Institute on December 4th for a free webinar presented by Scott Mashuda, Managing Director of REAG. During this presentation, you will use Q3 market data to guide valuations and deal positioning, identify industry opportunities from current trends, understand the 2026 outlook, and apply these insights to strengthen your advisory conversations. Register Now: https://lnkd.in/eQ_kwrDB #EPI #Webinar #CEPA
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Want to start the new year off with a BANG? EPI is excited to announce that the first-ever December CEPA class will start on December 15, 2025! With the CEPA certification, you can differentiate yourself from the competition and gain better access to business owners this holiday season. Treat yourself to professional growth and knowledge using the link below! https://hubs.li/Q03Rq3gc0 #ExitPlanning #ExitPlanningInstitute #CEPA
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Want to know the secret recipe for becoming your client's most trusted advisor? It starts with the CEPA®️ designation. Whether you're just getting started, adding practical tools, or going all-in with CEPA and Academy, there's a bundle that's right for you. Don't let this opportunity crumble, Season of Deals ends Nov. 28! Secure your CEPA bundle today using the link below and swipe to discover our sweet deals! https://hubs.li/Q03Vsnhp0 #SeasonofDeals #ExitPlanning #ExitPlanningInstitute
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As we celebrate Thanksgiving today, we want to reflect on what we are thankful for. At EPI, we are grateful for the continued support of our trusted industry partners, the connectedness of our CEPA community, and the talents of each member of our EPI Team. What are you most grateful for this year? Vote below to let us know! #Thanksgiving #ExitPlanning #ExitPlanningInstitute
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Join our upcoming webinar on December 2nd at 1:00 PM ET presented by Stacey Smith and Zarin Kresge. Attendees will learn how to evaluate, position, and implement employee ownership as a timely and strategic succession option for clients while gaining clarity on the models, steps, and opportunities that help advisors stand out during the coming wave of business transitions. You’ll also have the chance to ask questions live so you can leave with guidance you can put into practice right away! Register Now: https://lnkd.in/ecmeWayr #Webinar #ExitPlanning #CEPA
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Scott Snider President of EPI, joined Fred Johnson Founder of InitiativeOne, on the Leadership Initiative Podcast to discuss EPI's explosive growth from $3M to $16M in revenue. If you are committed to building a business that can truly scale and sell, listen below! https://hubs.li/Q03VQLdD0 #ExitPlanningInstitute #InitiativeOne #Podcast
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If you haven't heard, EPI is excited to announce that the first December CEPA class will start on December 15, 2025! Become your client's most trusted advisor this December by completing the CEPA course! With an extended exam window and high demand, you don't want to wait and miss out. Start the new year with your new CEPA certification using the link below! https://hubs.li/Q03Rpg-60 #ExitPlanning #ExitPlanningInstitute #CEPA
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Exit Planning Institute reposted this
I’m grateful to Kellie Nock and the Exit Planning Institute for featuring me on their blog as Exit Planner of the Year. Receiving this award was a reminder of why I love helping business owners find clarity in exiting, which can be a uniquely challenging and confusing time. In the EPI feature, I share why I believe: - Exit planning is less about spreadsheets and more about human strategy - Purpose and clarity matter just as much as valuation - The best outcomes happen when advisors collaborate, not compete To the EPI community and my fellow CEPA®s, you raise the bar and make me better. And to the owners who trust me with your story: thank you. Read the full article here: https://lnkd.in/gP78vjrt
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Exit Planning Institute reposted this
Strategic sounding board for 8 & 9 figure owners | Helping think through the big questions...well before the big decision
The best coaches don't just tell you what to do. They show you how to grow. In hockey and in business, coaching, community, and accountability make all the difference. In my Mastering the Market article by , I talked about how peer-share environments, like mastermind groups and EPI Southeast Michigan Chapter, help advisors and business owners make smarter decision and build stronger businesses. Frameworks like EOS Worldwide and Exit Planning Institute give us structure, but it's the peer conversations that turn those frameworks into real progress. Whether you're refining leadership, preparing for your next transition, or thinking about your eventual exit...surround yourself with people who've been there. Let's build your playbook together. #BusinessOwner #ExitPlanning #SucessionPlanning #OwnersLens https://lnkd.in/e5EFkT8f