Making the most of your CEPA designation! Register early and gain free content!

Becoming a Certified Exit Planning Advisor (CEPA) is the beginning of a new chapter in your business or practice. Most business owners have yet to think about the transition out of their business and when they do, it is often too late. Statistics show that only 20-30 percent of businesses that go to market actually sell (and family transition rates are even worse).

According to the State of Owners Readiness research, 76 percent of national business owners indicated they would like to transition in the next ten years, while 48 percent indicated they would like to transition in the next five years. These are owners who are ready and willing to have the conversation around exit planning; all they need is an educated advisor to point them in the right direction.

Wouldn’t it be easier to have this conversation with your clients now versus ten years from now when their business won’t sell?

EPI believes that quality education doesn’t stop once you get certified, we offer premium content year-round. We’ve introduced nearly 100 new webinars (most free to the public) and have added a new CEPA credentialing location in the Scottsdale/Tempe area in Arizona.

If you’re new to the CEPA designation, EPI is offering the chance to keep the momentum going with the all-new CEPA Power Pack. Anyone who registers for CEPA in the month of February gets the early bird price plus a bundle of additional benefits and education. Here’s what’s in the Power Pack:



  • One year of Mastermind Membership (which includes monthly strategic mentor group calls and free deep dive webinar subscription) – valued at $1995
  • One free registration for the Exit Planning Practice Launch Virtual Two-Hour Workshop with Chris Snider (offered four times this year to help advisors create differentiation, build fruitful COI teams, and win exit planning clients) – valued at $300
  • One free registration to Certificate in Exit Planning (CEP) Five-Hour Webinar Series (this is commonly gifted to a non-CEPA in your office or network that you’d like to have understand exit planning basics) – valued at $500
  • 20 copies of Walking to Destiny, the award-winning book for business owners considering transition and succession, shipped to your office (great bd tool to use with owners as a gift) – valued at $450

This bundle is valued at $3,200! We are only going to offer a total of 15 ‘POWERPACKand it is limited to registrations in February, so we’d like to encourage you to act fast to take advantage of this offer!

Exit planning is your market opportunity. You are in the prime position to unleash new revenue streams, position the wealth in your marketplace for harvest and continuity, and ensuring that 60 percent of your client book doesn’t disappear with your owners’ attempt at executing a poorly planned exit. Can you afford to lose 80 percent of your clients over the next 10 years? Don’t sit passively on the sidelines and wait to see if these owners succeed or fail.

To learn more about CEPA, the POWERPACK or EPI in general, please reach out to Josh Koza, Client Experience Manager at (216) 712-4244 or by email .


About Exit Planning Institute:

EPI LogoThe Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.

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