The authority on Exit Planning Education, Resources, and Content for Professional Advisors and Business Owners. #ExitPlanning #ValueAcceleration #CEPA
Cleveland, OH
Joined January 2013
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For Certified Exit Planning Advisors (CEPA®), Business Owner Prospecting and Engagement provides a repeatable approach for identifying the right prospects, creating meaningful engagement, and developing relationships over time.
#CEPA #SeasonOfDeals #AdvisorGrowth #ExitPlanning
This Season of Deals, invest in the skills and strategies that can support the next stage of your growth: seasonofdeals.com
Congratulations to all 289 professionals on reaching this milestone. We’re excited to see how you put your knowledge to work, build new relationships, and continue growing within the CEPA community.
#CEPA #ExitPlanning #Advisor #ProfessionalDevelopment #EPICommunity
Meet the September 2026 class:
blog.exit-planning-institute…
Register here! hubs.li/Q04Bll550
CEPA Plus is a membership upgrade designed to help you expand your network, strengthen business owner connections and conversations, and build your exit planning expertise.
#CEPA #ExitPlanning #AdvisorGrowth #ProfessionalDevelopment
Celebrate what you’ve accomplished and look ahead to your next achievement!
The EPI Academy All-Access Bundle gives advisors the flexibility to continue learning throughout 2027 and build on the foundation they have already created.
#SeasonOfDeals #AdvisorGrowth #ExitPlanning
Invest in your growth through Season of Deals: seasonofdeals.com
Strong multidisciplinary collaboration means recognizing when another perspective belongs at the table.
An advisor’s value is found in asking the right questions, identifying gaps, and bringing together the expertise.
#ExitPlanning #AdvisorCollaboration #BusinessOwners
The Excellence in Exit Planning Awards recognize more than achievement but celebrate the people helping move the exit planning profession forward.
#ExcellenceInExitPlanning #ExitPlanning #Leadership #Advisor #ProfessionalDevelopment
Nominate an advisor for the 2027 Excellence in Exit Planning Awards here! share.hsforms.com/15M2ASAKjR…
Through the Value Acceleration Methodology™, advisors can strengthen client relationships, lead more intentional conversations, and help owners build value while creating more options for the future.
#ExitPlanning #ValueAcceleration #AdvisorGrowth
The BOPE Series helps advisors confidently apply the Value Acceleration Methodology™ to engage business owners, differentiate themselves in the marketplace, and create lasting client relationships.
#ExitPlanning #BusinessOwners #CEPA #AdvisorEducation #ProfessionalDevelopment
The next cohort begins November 16.
Explore the series here: exit-planning-institute.org/…
For advisors, an unsolicited offer can create a critical moment in a business owner’s exit journey.
Read more from Scott Bushkie of Cornerstone Business Services on how CEPAs can help business owners exit without regret.
hubs.ly/Q04z7Fzb0
#Cornerstone #BusinessServices
A business naturally looks different in Q4 than it did during Q1 planning.
Before carrying the same plan into 2027, Q4 creates an opportunity to revisit what changed and whether the strategy still reflects where the business is today.
#BusinessValue #ExitPlanning #Advisor
Learn from Scott Bushkie, Managing Partner at Cornerstone Business Services, how to navigate the process of preparing a business for transition, understand value drivers, and lead clients to a successful exit.
#EPIAcademy #CEPA #Advisor #CE #ProfessionalDevelopment
A one-stop-shop for professional business advisors to meet continuing education (CE) requirements for multiple credentials: exit-planning-institute.mysh…
The Value Acceleration Methodology™ helps organizations prepare for what's next by developing their people, strengthening leadership, and creating the structure needed to grow with intention.
#Leadership #ValueAcceleration #HumanCapital #LeadershipDevelopment
Read how Exit Planning Institute® (EPI) develops leadership through the Value Acceleration Methodology™ here: exit-planning-institute.org/…