Exit Planning Institute
Highly Engaged Employees

Q: What is Exit Planning Institute's official website?

Exit Planning Institute's official website is www.exit-planning-institute.org

Q: What is Exit Planning Institute's Revenue?

Exit Planning Institute's revenue is $11 Million

Q: What is Exit Planning Institute's SIC code?

Exit Planning Institute's SIC: 82,829

Q: What is Exit Planning Institute's NAICS code?

Exit Planning Institute's NAICS: 61,611

Q: How many employees does Exit Planning Institute have?

Exit Planning Institute has 51-200 employees

Q: What industry does Exit Planning Institute belong to?

Exit Planning Institute is in the industry of: Education , Training , Business Services

Q: What is Exit Planning Institute competition?

Exit Planning Institute top competitors include: International Executive Housekeepers Association , Health Union , MPN , The Exit Planning Exchange Maryland Chapter

Q: What companies has Exit Planning Institute acquired?

Exit Planning Institute has acquired the companies: EPI West Michigan Chapter

Q: What technology does Exit Planning Institute use?

Some of the popular technologies that Exit Planning Institute uses are: Lucky Orange, WordPress.org, PHP, DoubleClick

Q: How do I contact Exit Planning Institute?

Exit Planning Institute contact info: Phone number: (216) 712-4244 Website: www.exit-planning-institute.org

Education · Ohio, United States · 51-200 Employees

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Overview

Headquarters

27881 Clemens Rd # 1, Westlake, Ohio, 44...

Phone Number

(216) 712-4244

Website

www.exit-planning-institute.org

Revenue

$11 Million

Industry

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

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SIC Code 82,829NAICS Code 61,611Show more

Exit Planning Institute Org Chart

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Melisa Silverman

President

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2005

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Judy GreenPresident

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Beth RisingerCEO & Executive Director

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Exit Planning Institute Tech Stack

A closer look at the technologies used by Exit Planning Institute

PHP

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Frequently Asked Questions Regarding Exit Planning Institute

What is Exit Planning Institute's official website?

Exit Planning Institute's official website is www.exit-planning-institute.org

What is Exit Planning Institute's Revenue?

Exit Planning Institute's revenue is $11 Million

What is Exit Planning Institute's SIC code?

Exit Planning Institute's SIC: 82,829

What is Exit Planning Institute's NAICS code?

Exit Planning Institute's NAICS: 61,611

How many employees does Exit Planning Institute have?

Exit Planning Institute has 51-200 employees

What industry does Exit Planning Institute belong to?

Exit Planning Institute is in the industry of: Education, Training, Business Services

What is Exit Planning Institute competition?

Exit Planning Institute top competitors include: International Executive Housekeepers Association, Health Union, MPN, The Exit Planning Exchange Maryland Chapter

What companies has Exit Planning Institute acquired?

Exit Planning Institute has acquired the companies: EPI West Michigan Chapter

What technology does Exit Planning Institute use?

Some of the popular technologies that Exit Planning Institute uses are: Lucky Orange, WordPress.org, PHP, DoubleClick

How do I contact Exit Planning Institute?

Exit Planning Institute contact info: Phone number: (216) 712-4244 Website: www.exit-planning-institute.org

What does Exit Planning Institute do?

What are Exit Planning Institute social media links?

Exit Planning Institute Linkedin page Exit Planning Institute Twitter page

Who invested in Exit Planning Institute?

Exit Planning Institute has 2 investors including PPP and PPP.

Is Exit Planning Institute a public company?

Exit Planning Institute is private company therefore does not currently have an official ticker symbol

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Exit Planning Institute Latest Hires and Their Positions

Exit Planning Institute is expanding and recently hired new employees. Here are the latest additions to the team.

Patrick Searle

Certified Exit Planning Advisor (Cepa)

Joined Feb 1, 2026

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Samantha Fisher

Manager, Demand Generation

Joined Jan 16, 2026

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Jennifer Zehe

Fulfillment Coordinator

Joined Jan 1, 2026

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