eNewsroom for: Exit Planning Institute

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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 M…

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 Fr…

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 C…

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 premie…

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 Insti…

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 success…

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 successful…

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 Plannin…

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 successfu…

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.…

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 prof…

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 co…

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 com…

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…