Exit Planning Institute

Exit Planning Institute

Professional Training & Coaching, Detroit Ave, Westlake, , 44107, Ohio, 14701, United States, 11-50 Employees

exit-planning-institute.org

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Who is EXIT PLANNING INSTITUTE

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 gro...

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industries-icon Industry: Professional Training & Coaching

SIC SIC Code: 6531

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Employees

Allen Gregory

Cepa-Certified Exit Planning Advisor

Joshua Koza

Manager, Strategic Relationships

Kelly Cousineau

Vice President Leadership Team

Chase Ross

Product Development Manager

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Frequently Asked Questions Regarding Exit Planning Institute

Answer: Exit Planning Institute's headquarters are located at Detroit Ave, Westlake, , 44107, Ohio, 14701, United States

Answer: Exit Planning Institute's phone number is 21********

Answer: Exit Planning Institute's official website is https://exit-planning-institute.org

Answer: Exit Planning Institute's revenue is $10 Million to $25 Million

Answer: Exit Planning Institute's SIC: 6531

Answer: Exit Planning Institute has 11-50 employees

Answer: Exit Planning Institute is in Professional Training & Coaching

Answer: Exit Planning Institute contact info: Phone number: 21******** Website: https://exit-planning-institute.org

Answer: 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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