Company profile

Exit Planning Institute

The Authority in Exit Planning: Transforming Business, Personal, and Financial Goals.

Industry
Professional Training and Coaching
Employees
100
Headquarters
Westlake, Ohio
Founded
2005
LinkedIn followers
19,275
Office locations
1

Exit Planning Institute company summary

Exit Planning Institute is a company in the Professional Training and Coaching industry, headquartered in Westlake, Ohio, founded in 2005. On LinkedIn the company has around 100 employees and 19,275 followers. Its listed specialties include Exit Planning, Value Acceleration, Professional Designation, Marketing, Training.

What technology does Exit Planning Institute use?

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About Exit Planning Institute

Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting. Since 2005, The Exit Planning Institute® (EPI) has been redefining how business owners and their advisors think about exit strategy and value creation. We’re not here just to teach exit planning education to advisors; we’re here to build significant companies and revolutionize the way businesses prepare for the future. We are proud to serve a high-caliber group of professional advisors, committed to serving the needs of business owners. The Certified Exit Planning Advisor (CEPA®) Credentialing Program is the only program of its kind that has equipped thousands of elite advisors - think Attorneys, Accountants, Financial Planners, Business Brokers, Wealth Managers, Estate Planners, and more - with the tools to: - Build enterprise value, - Align personal, business, and financial goals, and - Turn exit planning into a revenue-generating powerhouse. Why does it matter? Because exit planning is great business planning. And great businesses don’t just happen - they’re made by integrating best-in-class business practices into daily operations. The Value Acceleration Methodology™ is the process taught during the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. So, whether you’re a professional advisor looking to elevate your practice or a business owner with big dreams, we’re here to make sure you succeed. Ready to take the next step? Discover how EPI is transforming the future of exit planning: https://exit-planning-institute.org/ Because it’s not just about leaving your business - it’s about creating businesses that thrive, families that prosper, and legacies that endure.

Specialties

Exit PlanningValue AccelerationProfessional DesignationMarketingTrainingEducationAwarenessMember SupportLocal ChaptersPeer GroupsContentSpeakingEventsResearchState of Owner Readiness SurveyNetworkingOwners ForumCEPA CredentialBusiness Succession PlanningBusiness Owner Exit

Where is Exit Planning Institute located?

Exit Planning Institute lists 1 location.

Westlake, Ohio, USHQ
24651 Center Ridge Rd

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Frequently asked questions about Exit Planning Institute

What does Exit Planning Institute do?

Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting. Since 2005, The Exit Planning Institute® (EPI) has been redefining how business owners and their advisors think about exit strategy and value creation. We’re not here just to teach exit planning education to advisors; we’re here to build significant companies and revolutionize the way businesses prepare for the future. We are proud to serve a high-caliber group of professional advisors, committed to serving the needs of business owners. The Certified Exit Planning Advisor (CEPA®) Credentialing Program is the only program of its kind that has equipped thousands of elite advisors - think Attorneys, Accountants, Financial Planners, Business Brokers, Wealth Managers, Estate Planners, and more - with the tools to: - Build enterprise value, - Align personal, business, and financial goals, and - Turn exit planning into a revenue-generating powerhouse. Why does it matter? Because exit planning is great business planning. And great businesses don’t just happen - they’re made by integrating best-in-class business practices into daily operations. The Value Acceleration Methodology™ is the process taught during the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. So, whether you’re a professional advisor looking to elevate your practice or a business owner with big dreams, we’re here to make sure you succeed. Ready to take the next step? Discover how EPI is transforming the future of exit planning: https://exit-planning-institute.org/ Because it’s not just about leaving your business - it’s about creating businesses that thrive, families that prosper, and legacies that endure.

How many employees does Exit Planning Institute have?

Exit Planning Institute has around 100 employees on LinkedIn.

Where is Exit Planning Institute headquartered?

Exit Planning Institute is headquartered in Westlake, Ohio.

When was Exit Planning Institute founded?

Exit Planning Institute was founded in 2005.

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