2025 EPI Academy New Release Bundle

With so many new courses released in 2025, this is the perfect opportunity to brush up on your exit planning knowledge, choosing from many new, timely, and valuable curricula.   

This Bundle Includes:  

Personal Planning Deep Dive – Susan Latremoille & Marianne Oehser: The Personal Planning Deep Dive course guides advisors in recognizing the significance of personal planning for successful business transitions. Without a well-crafted Personal Plan, owners may encounter financial instability, lifestyle challenges, and a loss of purpose following their exit. EPI Hours: 2 | CPE Hours: 1.5 | CFP® Hours: 1.5 

Key Emotions That Kill the Deal Process – Scott Couchenour: Navigating exit planning involves more than just numbers; it’s centered on people. Business owners often encounter emotional hurdles that can threaten their exit strategies. The course 'Key Emotions That Can Kill the Deal Process' examines these emotional factors and provides tools to help clients manage them with confidence. EPI Hours: 2 

Preparing Heirs for the Money – Roey Diefendorf: Without planning for the next generation, even a solid exit can fall apart. Preparing the Heirs for the Money is a practical course that helps families navigate the emotional, relational, and strategic challenges of wealth transfer. EPI Hours: 2 

Brain Training for Business Advisors – Kep Kepner: Understanding business owners starts with their mindset, as challenges such as decision fatigue, leadership struggles, and resistance to change are driven by brain processes. Brain Training for Business Advisors combines neuroscience with your toolkit, helping you guide clients more effectively with enhanced insight, focus, and influence. EPI Hours: 3 

Demystifying the Role of the Exit Planning Quarterback – Sean Hutchinson: At the heart of successful business transitions is the Exit Planning Quarterback, the advisor responsible for leading and coordinating the process. Understanding this role clarifies what is needed to confidently manage complex exit planning projects. EPI Hours: 3 

Accelerating Value by Maximizing Intellectual Property – Rich Goldstein: The 'Accelerating Value by Maximizing Intellectual Property (IP)' course helps business advisors understand how IP integrates into the Value Acceleration Methodology. IP expert Rich Goldstein provides guidance on identifying, protecting, and monetizing IP assets. EPI Hours: 2 | CPE Hours: 1.5 | CFP® Hours: 1.5