Exit Planning Institute Strategic Partnership Program

As an EPI Strategic Partner, you will receive all benefits of a Summit General Partnership
in addition to a year-round, integrated content and branding strategy customized to fit
your individual goals and objectives.

Strategic Partnership Program ($25,000 annually)

Direct Access to EPI Network

• Exit Planning Summit General Partnership plus preferred booth location & 25% discount of Summit Partnership Enhancements
• Annual 1.5 Day In-Person Strategic Workshop with EPI Executive Team
• 1 EPI Chapter President’s Circle Call Presentation
• 1 CEPA Think Tank Discussion Session
• 1 EPI Webinar Presentation

Content and Branding Support

• Inclusion in Beyond CEPA materials provided to all CEPA candidates
• Preferred Partner listing on EPI website
• Featured contributor for Quarterly Content
• 4 Contributed articles shared on EPIs blog
• 4 Contributed pieces shared in the Member Center
• 4 Weekly Update email campaign features
• 1 Monthly Member Round Up Feature
• 1 Meeting included in Chapter Curriculum

Relationship Support

• Direct access to and support from EPI Strategic Relationship Concierge to facilitate meaningful introductions, answer questions, and provide campaign check-ins.