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Exit Planning Institute

Founded Year


About Exit Planning Institute

Exit Planning Institute is a training and coaching institute. It provides financial advisors, accountants, consultants, and other advisors of business owners with the crucial education they need to differentiate themselves, add value to their existing client relationships, and attract new business to their firm. It was founded in 2005 and is based in Westlake, Ohio.

Headquarters Location

27881 Clemens Road Suite A

Westlake, Ohio, 44145,

United States

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Latest Exit Planning Institute News

Major partnership Solidified between Capitaliz Exit Planning Software and the Exit Planning Institute

Nov 8, 2022

News Provided By Share This Article Capitaliz scoreboard screenshot Capitaliz Becomes an Endorsed Partner of Leading Exit Planning Group The addition of Capitaliz will allow all exit planning professionals access to a great partner, an excellent tool, and provide more collaborative opportunities and knowledge building” — Scott Snider President EPI SYDNEY, NSW, AUSTRALIA, November 9, 2022 / / -- Capitaliz , a platform for private business valuation and value enhancement built for exit planners and advisors, today announced that the company has finalized a major partnership agreement with the Exit Planning Institute (EPI), which provides professional advisors leading industry content, ongoing practice support, and owner education resources and oversees The Certified Exit Planning Advisor™ (CEPA®) Credentialing Program. EPI has added Capitliz to its endorsed partner group, a group of exclusive and elite partners that provide resources to top exit planning professionals. Capitaliz made its official debut in the USA market in May 2022 at EPI’s Exit Planning Summit in Scottsdale, Arizona, which brings together professional advisors from around the world who work within the exit planning profession. However, over the last year, several EPI members have already started leveraging Captializ to help business owners maximize the value of their business and achieve a successful exit–with more adoption following EPI’s event. “The preferred supplier partnership with EPI is a significant step for the business as it looks to quite literally capitalize on the massive North American market,” said Capitliz CEO Nic Foster. “There are a large number of baby boomer business owners worldwide who need specialist help in maximizing business value and being able to unlock that value when they exit. Our software is built by exit planners for exit planners to help them do just that.” The Exit Planning Institute is the largest group for exit planning accreditation and education in the world, with over 43,600 members. Recognizing the impact of EPI and its value to professionals in the space, Capitaliz is elevating its commitment to EPI as a headline partner for The Exit Planning Summit 2023. The partnership will also see Capitaliz more deeply involved in US-based EPI events such as Chapter meetings and providing quality educational materials for CEPAs. Craig West , Founder of Capitaliz, also founded Succession Plus , the largest Business Succession and Exit planning consulting firm in Australia. West obtained the CEPA designation in 2011 and was subsequently named International Exit Planner of the Year in 2015. “I’ve honed in on a specific methodology that has resulted in over 800 Australian business owners successfully exiting their businesses over the last 12 years,” commented West. The Capitaliz platform combines that expertise with the value process taught by EPI on a digital platform so that the methodology can reach and impact more advisors, and those advisors can ultimately deliver best-in-class exit planning solutions at scale internationally.” Scott Snider, President of EPI has welcomed Capitaliz as a major partner and added, “it's an honor to have Craig and the entire Capitaliz organization in our community. The addition of Capitaliz will allow all exit planning professionals access to a great partner, an excellent tool, and provide more collaborative opportunities and knowledge building.” For more information on Capitaliz, please visit: Craig West

Exit Planning Institute Frequently Asked Questions (FAQ)

  • When was Exit Planning Institute founded?

    Exit Planning Institute was founded in 2005.

  • Where is Exit Planning Institute's headquarters?

    Exit Planning Institute's headquarters is located at 27881 Clemens Road, Westlake.

  • Who are Exit Planning Institute's competitors?

    Competitors of Exit Planning Institute include The Nussbaum Center for Entrepreneurship and 4 more.

Compare Exit Planning Institute to Competitors

American Academy Of Financial Management

American Academy Of Financial Management (AAFM) operates as a board of standards, certifying body, and an accreditation council. It provides financial designation for finance and wealth management professionals. It was founded in 1996 and is based in Colorado Spring, Colorado.

International Association of Registered Financial Consultants

International Association of Registered Financial Consultants (IARFC) is a non-profit professional association formed to foster public confidence in the financial services profession, help financial consultants exchange planning techniques, and recognize practitioners. It provides financial professionals with effective support in practice management, marketing, and client acquisition. Its governance structure includes a board of trustees, chapter directors, team associates, and more. It was founded in 1984 and is based in Middletown, Ohio.

International Association of Administrative Professionals

International Association of Administrative Professionals (IAAP) operates as a non-profit professional association serving the administrative profession. It provides training programs, valuable networking, industry-leading events, and more. It was founded in 1942 and is based in Kansas City, Missouri.

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The Kelley Group

The Kelley Group provides business development training solutions for the financial service industry. Its services include coaching, training, and speaking engagements for financial advisors and senior managers. The Kelley Group was founded in 2008 and is based in Pasadena, California.

American Management Association Logo
American Management Association

American Management Association (AMA) operates as a non-profit educational membership organization. It offers training programs, seminars, conferences, studies, and publications in industrial or commercial management, communication, finance, accounting, and more. It was founded in 1923 and is based in New York, New York.

The Nussbaum Center for Entrepreneurship Logo
The Nussbaum Center for Entrepreneurship

The Nussbaum Center for Entrepreneurship provides resources and support to entrepreneurs and small business owners in the form of classes, networking events, office space, and one-on-one coaching. It helps businesses with decision-making, sales, cash management, and human capital development. The Nussbaum Center for Entrepreneurship was founded in 1987 and is based in Greensboro, North Carolina.

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