Exit Planning Institute

CPA Bundle

$495.00 ~~$1,047.00~~

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The CPA Bundle was created specifically for accounting professionals who want practical exit planning knowledge they can apply immediately in client conversations.

This bundle provides focused education in three critical areas that align naturally with the work CPAs already do every day.

Upon completion of each course, you will be eligible for up to the following amounts of CE hours: Value Acceleration Knowledge Hours: 8 | CPE: 5 | CFP®: 5

This bundle includes three insightful EPI Academy courses:

1. Tax Planning for Business Transitions

The Tax Planning for Business Transitions course was created to give professional business advisors an inside look into how tax planning analysis plays a crucial role in the sale of a company. In this panel-style course, hear from three industry experts on how to best position your clients through the process.

Upon completion of this course, you will be eligible for up to the following amounts of CE hours: VAK: 3 | CPE: 2.5 | CFP® 2.5

2. Business Valuation Through the Value Acceleration Methodology

Business valuation is fundamental to the exit planning process. But the concepts behind it are often misunderstood and misapplied.

The Business Valuation Through the Value Acceleration Methodology course was created to take attendees through an exploration of business valuation as a continuum. Attendees complete the course with a better understanding of the different valuation solutions that can be used with clients, when to use certain tactics, how to choose the best partners for your team, and be a better partner yourself.

Upon completion of this course, you will be eligible for up to the following amounts of CE hours: VAK: 2 | CPE: 1 | CFP® 1

3. ESOP FAQs

The ESOP FAQs course was designed to provide professional advisors with a deep dive look into some of the most frequently asked questions that are seen in the marketplace regarding employee stock ownership plans.

Throughout this course, you will gain a better understanding of what an ESOP is, and how to effectively explain the complexities of it to your business owner clients.

Upon completion of this course, you will be eligible for up to the following amounts of CE hours: VAK: 3 | CPE: 1.5 | CFP®: 1.5

Whether you're looking to deepen existing client relationships, identify new advisory opportunities, or better support business owners preparing for the future, this bundle provides practical knowledge without the commitment of pursuing a full CEPA credential.