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.

Enterprise Software

Business Development

Venture Capital

Exit Planning Institute

Christopher Snider

Twin Cities Metro Area Epi Chapter

Jocelyn Bires

Paige Koerper-Wysocki

Scott Snider

Mark C. Hegstrom

Jesse Hudson

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

Business Development Team

Marketing and Communications Team

Leadership Team

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Team members

Other teams at Exit Planning Institute

Business Development Team

Marketing and Communications Team