Business owners represent one of the largest and most underserved wealth management opportunities in the country, yet most advisors lack the specialized tools to serve them effectively. Today, Exit Planning Institute® (EPI), the leading authority on exit planning for advisors, business consultants and business owners, is changing that with the launch of its new EPI Membership Model, a tiered approach designed to deliver ongoing support, tools and community.
“EPI is stepping up to meet the educational needs of financial advisors, M&A advisors, business consultants and CPAs, who want to become more sophisticated in how they serve business owners preparing for a business transition,” said Scott Snider, EPI President. “The new EPI membership model provides advisors with flexible pathways to deepen expertise, engage more meaningfully with business owners, and build scalable, high-value practices.”
The new membership model provides three distinct levels of access to EPI’s resources, tools, and community, allowing members to grow and expand their level as they grow their exit planning practice. The three levels are:
- CEPA: Maintain your credential and stay connected to the profession’s leading exit planning community.
- CEPA Plus: Attract more business owner clients, accelerate engagements, and generate measurable ROI from your CEPA credential—with the tools and insights to prove your value at every stage.
- CEPA Mastery: Join an exclusive cohort of 100 elite advisors per category who are defining the future of exit planning. Master the Value Acceleration Methodology™ and position yourself as the go-to authority in your market.
“The EPI member model was intentionally designed to support growth at every stage of the journey from learning to mastery,” said Drew English, EPI’s Director of Membership. “Through the three membership tiers, we’re giving CEPAs the structure, resources, and community they need to confidently implement exit planning strategies and elevate their impact with business owners.”
With more than 8,000 advisors certified through its CEPA program globally since its inception, EPI continues to set the standard in exit planning education. Advisors looking to take the next step to grow their practice serving business owners can explore membership tiers and learn more about the CEPA credential at EPIMembership.com.
About The Exit Planning Institute
Exit Planning Institute (EPI) was formed in 2005 to serve professional business advisors’ educational and resource needs. Its Certified Exit Planning Advisor (CEPA®) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260420322422/en/
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