Exit Planning in Practice

Exit Planning in Practice equips Certified Exit Planning Advisors with a practical view of how experienced practitioners apply the Value Acceleration Methodology to real-world client engagements.

This EPI Academy Mastery Series is grounded in real client cases and practical application, helping advisors move beyond theory by learning how to evaluate exit strategies, assess owner readiness, identify valuation and transition risks, navigate family and leadership dynamics, and build actionable pre-exit strategies. Through seven case-based sessions, participants will see how experienced advisors approach complex decisions, balance owner goals with transaction realities, and turn real-world challenges into practical strategies they can apply in their own advisory practices.

Upcoming Course Dates:

• OCT 26 - DEC 14, 2026
  
• FEB 22 - APR 12, 2027