Exit Planning Institute

Business Owner Prospecting and Engagement

$995.00 ~~$1,399.00~~

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Business Owner Prospecting and Engagement equips Certified Exit Planning Advisors with the insights, language, and tools necessary to attract, engage, and retain business owner clients.

This CEPA® Mastery Series is grounded in industry research and practical application, this course helps advisors go beyond theory, transforming data into actionable strategies, conversations into commitments, and one-time engagements into long-term relationships. Through structured progression, participants will master the art of positioning themselves as indispensable advisors in the exit planning process.

Upcoming Course Dates:

JUN 08 - JUL 09, 2026
AUG 31 - OCT 01, 2026
NOV 16 - DEC 17, 2026