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.

Business Development

Enterprise Software

Venture Capital

Exit Planning Institute

Exit Planning Institute's headquarters in Westlake, United States

Christopher Snider

Scott Snider

Paige Koerper-Wysocki

The Business Development Team at the Exit Planning Institute is dedicated to expanding the organization's reach and influence within the exit planning industry. This team is responsible for fostering strategic partnerships, developing new business opportunities, and enhancing relationships with professional advisors. By leveraging the Value Acceleration Methodology and promoting the Certified Exit Planning Advisor® program, they aim to increase membership and drive overall growth, ensuring that the Institute remains the leading authority in exit planning and value acceleration.

Business Development Team

The Leadership Team at the Exit Planning Institute drives the strategic direction and vision of the organization, ensuring the advancement of exit planning practices and the growth of its professional advisor network. Comprising the President and CEO, the team collaborates to enhance educational offerings, like the CEPA® credentialing program, and fosters a culture of innovation, excellence, and value acceleration within the exit planning industry. Through their leadership, they aim to empower advisors to better serve business owners in achieving their financial and personal goals.

Leadership Team

The Marketing and Communications Team at the Exit Planning Institute is responsible for developing and executing strategic marketing initiatives to elevate the EPI brand and enhance engagement with professional advisors. This team utilizes diverse channels, including graphic design, community building, and targeted communications, to promote the Certified Exit Planning Advisor® (CEPA®) program and the Value Acceleration Methodology®. Their efforts aim to drive awareness, support member growth, and establish EPI as the leading authority in exit planning and value acceleration.

Marketing and Communications Team

The Sales Team at the Exit Planning Institute is responsible for driving growth by building and nurturing relationships with professional advisors across various disciplines. They engage with potential clients to promote the Certified Exit Planning Advisor® (CEPA®) Credentialing Program and the Value Acceleration Methodology®, ensuring advisors have the tools and resources needed to enhance their exit planning practices. By understanding the unique needs of business owners and advisors, the team effectively communicates the value of EPI's offerings, aiming to expand its presence in the exit planning industry.

Exit Planning Institute

Org chart

Teams

Business Development Team

Leadership Team

Marketing and Communications Team

Sales Team

Offices

Exit Planning Institute

Org chart

Teams

Business Development Team

Leadership Team

Marketing and Communications Team

Sales Team

Offices

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