Exit Planning Institute
Education · Ohio, United States · 51-200 Employees
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Overview
Headquarters
27881 Clemens Rd # 1, Westlake, Ohio, 44...Phone Number
(216) 712-4244Revenue
$11 MillionIndustry
About Exit Planning Institute
The Exit Planning Institute (EPI) provides education, tools, and community support for advisors to enhance their effectiveness in exit planning. They offer the Certified Exit Planning Advisor (CEPA) credential, along with various courses and resources aimed at helping business owners drive value and align their personal and financial goals. EPI hosts events like the Exit Planning Summit, which gathers advisors for networking and professional development. Their mission is to empower advisors to become trusted partners in the exit planning process, ultimately benefiting business owners seeking to maximize their business value.Explore more
Exit Planning Institute Org Chart
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The Exit Planning Institute (EPI) provides education, tools, and community support for advisors to enhance their effectiveness in exit planning. They offer the Certified Exit Planning Advisor (CEPA) credential, along with various courses and resources aimed at helping business owners drive value and align their personal and financial goals. EPI hos... Read More
