The Exit Planning Institute is the Authority in Exit Planning and Value Acceleration

Pioneering an industry since 2005, The Exit Planning Institute® (EPI®) serves an elite, high-caliber group of professional advisors, committed to serving the needs of business owners. These advisors come from diverse areas of professional specialty, including Attorneys, CPAs and Accountants, Business Brokers, Financial Planners, Valuation Advisors, Investment Bankers, Estate Planners, Commercial Lenders, Consultants, Wealth Managers, Insurance Professionals, Mergers & Acquisition Advisors, and other Professional Advisors. 

The Certified Exit Planning Advisor® (CEPA®) Credentialing Program, created in 2007, is the only program of its kind and offers professional advisors an innovative learning experience, best-in-class resources, and strategic tools to help them advance their exit planning practice. Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology® is the process taught at the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. The process consists of three major components, referred to as the “three legs of the stool”:  Business, Personal, and Financial planning. 

Exit planning is business planning. It is about building, harvesting, and preserving family wealth for generations to come and integrating best-in-class business practices into daily operations. The Methodology focuses on enterprise value and is a revenue-producing model for professional advisors that is justifiable with the growth of overall enterprise value.

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Exit Planning Institute

Exit Planning Institute's headquarters in Westlake, United States

Christopher Snider

Joseph Klauer

Deshon Terrell

Jared Ribley

Kristina Schuerger

Twin Cities Metro Area Epi Chapter

Jocelyn Bires

Paige Koerper-Wysocki

Scott Snider

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People (21)

Christopher Snider

Deshon Terrell

David Trent

Joseph Klauer

Joshua Koza

Jenna Meredith

John Weishar

Katie Robinson

Kristina Schuerger

Paul Matas

Scott Lang

Jared Ribley

Scott Snider

Michael Halperin

Paige Koerper-Wysocki

Chase Ross

Alex Lucas

Jocelyn Bires

Twin Cities Metro Area Epi Chapter

Ryan Beltz

Cheryl Lauer

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