Exit Planning Institute Company Profile
The Exit Planning Institute is the premier provider of learning, knowledge, and future-oriented research for exit planning professionals. The Institute delivers innovative learning experiences, performance-enhancing resources, and strategic tools designed to advance the exit planning profession.
The Institute is made up of business brokers, accountants, attorneys, financial advisors, investment bankers, valuation advisors, commercial lenders, insurance advisors, and management consultants in the United States, Canada, Hong Kong/China, Vietnam and the United Kingdom. The common thread that unites these different professionals is their commitment to helping clients exit their companies successfully.
News from Exit Planning Institute:
The Exit Planning Institute Forms Strategic Alliance with Business Valuation Experts at Corporate Value Metrics
EPI's Certified Exit Planning Advisors to incorporate CVM's Value Opportunity Profile® into current business practices CHICAGO, Sept. 17, 2013 /PRNewswire/ — The Exit Planning Institute® (EPI) announced today that it has formed a strategic alliance with Corporate Value Metrics (CVM), a Massachusetts headquartered firm that developed the innovative Value Opportunity Profile® (VOP®), a strategic business valuation […]
North Texas Exit Planning Institute Chapter to Host Educational Event for Professional Advisors
Professional Advisors Come Together in Collaborative Atmosphere to Benefit Clients DALLAS, Aug. 2, 2013 /PRNewswire/ — The Exit Planning Institute (EPI) and the North Texas Chapter of EPI (NTX EPI) are set to host a robust educational event on the significant importance of exit planning on Friday, September 6, 2013 at 7:30 a.m. at the Campbell […]
International Exit Planning Event of the Year Hosted by the Exit Planning Institute from September 17-19, 2013 in Cleveland, Ohio
Results of The National State of Owner Readiness Research Project survey to be presented at event CHICAGO, July 11, 2013 /PRNewswire/ — The Exit Planning Institute is set to host the International Exit Planning Institute Conference on September 17-19, 2013 at the brand new state-of-the-art Cleveland Convention Center and Global Center for Health Innovation in Cleveland, […]
Distinguished Certified Exit Planning Advisor Program To Be Offered In Chicago, 4/29-5/3
Certified Exit Planning Advisor (CEPA) Credentialed Training Offers Five Days of Top-Tier Education to CPAs, Attorneys, M&A Advisors, Wealth Managers, Financial Advisors and Management Consultants. CHICAGO, Feb 18, 2013 /PRNewswire/ — The Exit Planning Institute (EPI), the premier international membership organization serving the educational and resource needs of the exit planning profession, today announced its next […]
Exit Planning Institute Acquired by Snider Premier Growth
New Owner will Focus on Developing Local Chapters CHICAGO, Nov. 13, 2012 /PRNewswire/ — Peter Christman and Richard Jackim, Co-founders of the Exit Planning Institute have sold the Exit Planning Institute to Snider Premier Growth, which is owned by Christopher M. Snider, a member of the Institutes' Board of Governors. The details of the transaction were […]
Thirty-Two Professional Advisors Earn the Prestigious CEPA Credential
CHICAGO, May, 23, 2012 — Thirty-two professional advisors recently earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute® (EPI), joining more than 131 other certified exit planning professionals worldwide. The 2012 Australia class of CEPAs successfully completed the CEPA examination administered on April 16, and the spring 2012 US class of […]
Twenty-four Professional Advisors Earn the Prestigious CEPA Credential
CHICAGO, Nov. 28, 2011 — Twenty-four professional advisors recently earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute™ (EPI), joining more than 125 other certified exit planning professionals worldwide. The fall 2011 class of CEPAs successfully completed the CEPA examination administered on November 11, 2011. The new class of Certified Exit […]
Exit Planning Institute Opens Northeast Ohio Chapter
Organization Provides CPAs, Attorneys, M&A Advisors, Wealth Managers, Financial Advisors and Other Professionals with Education and Networking Opportunities, and Collaboration to Better Serve Business Owners Planning Their Exit/Transition CHICAGO, Oct. 25, 2011 — The Exit Planning Institute, the premier international membership organization serving the educational and resource needs of the exit planning profession, today announced […]
Twenty-two Professional Advisors Earn the Prestigious CEPA Credential
CHICAGO, May, 11, 2011 — Twenty-two professional advisors recently earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute™ (EPI), joining more than 116 other certified exit planning professionals worldwide. The spring 2011 class of CEPAs successfully completed the CEPA examination administered on May 6, 2011. The new class of Certified Exit […]
Exit Planning Institute Opens a Chapter Down Under
CHICAGO, March 17, 2011 — The Exit Planning Institute® (EPI) is pleased to announce the formation of an EPI chapter in Australia and New Zealand. With over 3 million privately owned businesses, Australia and New Zealand, like the United States, have a tremendous need for exit planning services. The Australia and New Zealand Chapter of […]
Certified Exit Planning Advisor Program Recognized by Leading Professional Associations
CHICAGO, March 1, 2011 — The Certified Exit Planning Advisor Program (CEPA) offered by the Exit Planning Institute® now qualifies for continuing professional education credits with four major professional associations. This makes the CEPA program the most widely accepted and endorsed professional exit planning program in the world. The National Association of State Boards of […]
Sixteen Professional Advisors Earn the Prestigious CEPA Credential
CHICAGO, Nov. 11, 2010 — Sixteen professional advisors recently earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute™ (EPI), joining more than 116 other certified exit planning professionals worldwide. The fall 2010 class of CEPAs successfully completed the CEPA examination administered on November 5, 2010. The new class of Certified Exit […]
Nineteen Professional Advisors Earn the Prestigious CEPA Credential
CHICAGO, May 18, 2010 — Nineteen professional advisors recently earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute (EPI), joining more than 125 other certified exit planning professionals worldwide. The spring 2010 class of CEPAs successfully completed the CEPA examination administered on May 7, 2010. The new class of Certified Exit […]
20 Business Advisors Earn EPI's Prestigious CEPA Credential
CHICAGO, Jan. 15, 2010 — Twenty business advisors from across the United States, Canada and Australia earned their Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute (EPI). These dedicated professionals join an exclusive group of fewer than 120 professionals worldwide who have received this designation. The November 2009 class of Certified Exit […]
