Sales 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.