Insights

Strategic Partnerships The company actively expands through partnerships and collaborations, such as recent alliance with Million Dollar Author and a growing calendar of events and regional forums, signaling opportunities to propose co-branded programs or partner-led value offerings to CEPA professionals.

Advisor Education With a CEPA credentialing program and a focus on professional advisors (attorneys, accountants, financial planners, brokers, wealth managers), there is a channel to upsell expanded training, certification renewals, and advanced modules to deepen client value.

Content and Media New podcast launches and educational academies indicate demand for scalable content delivery; sales opportunities exist in providing sponsorships, exclusive content access, and enterprise content hubs for firms seeking client education capabilities.

Event Driven Active event presence such as regional forums and Growth and Impact Week creates doors for sponsorships, speaking slots, and enterprise training packages tied to event attendance, increasing lead generation and brand visibility among owners and advisors.

Scale and Reach Revenue range and mid-sized employee base suggest potential cross-sell of pricing tiers, enterprise licensing, and CEPA program expansions to larger advisory firms, as well as white-label or resell arrangements to broaden market reach.

Exit Planning Institute Tech Stack

Exit Planning Institute uses 8 technology products and services including LinkedIn Ads, Microsoft Advertising, Hotjar, and more. Explore Exit Planning Institute's tech stack below.

LinkedIn Ads

Advertising

Microsoft Advertising

Advertising

Hotjar

Analytics

HubSpot Analytics

Analytics

HubSpot Content Hub

Content Management System

WordPress

Content Management System

ZoomInfo

Lead Generation

Piwik

System Analytics & Monitoring

Exit Planning Institute Email Formats	Example	Percentage
FLast@exit-planning-institute.org	JDoe@exit-planning-institute.org	97%
Last@exit-planning-institute.org	Doe@exit-planning-institute.org	3%

Exit Planning Institute Email Formats

Example

Percentage

FLast@exit-planning-institute.org

JDoe@exit-planning-institute.org

97%

Last@exit-planning-institute.org

Doe@exit-planning-institute.org

Frequently Asked Questions

What is Exit Planning Institute's phone number?

You can contact Exit Planning Institute's main corporate office by phone at

+1-847-458-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Exit Planning Institute's official website and social media links?

Exit Planning Institute's official website is exit-planning-institute.org and has social profiles on LinkedIn.

How much revenue does Exit Planning Institute generate?

As of October 2026, Exit Planning Institute's annual revenue is estimated to be $25M - $50M.

What is Exit Planning Institute's SIC code and NAICS code?

Exit Planning Institute's SIC code is 8299 - Schools and Educational Services, Not Elsewhere Classified and NAICS code is 6114 - Business Schools and Computer and Management Training.

How many employees does Exit Planning Institute have currently?

As of October 2026, Exit Planning Institute has approximately 105 employees across 4 continents, including North America, Africa and Asia. Key team members include Owner Operator: M. L., Business Development Manager: J. K. and Certified Exit Planning Advisor (cepa): P. S. Explore Exit Planning Institute's employee directory with LeadIQ.

What industry does Exit Planning Institute belong to?

Exit Planning Institute operates in the Professional Training and Coaching industry.

What technology does Exit Planning Institute use?

Exit Planning Institute's tech stack includes LinkedIn Ads, Microsoft Advertising, Hotjar, HubSpot Analytics, HubSpot Content Hub, WordPress, ZoomInfo and Piwik.

What is Exit Planning Institute's email format?

Exit Planning Institute's email format typically follows the pattern of FLast@exit-planning-institute.org. Find more Exit Planning Institute email formats with LeadIQ.

When was Exit Planning Institute founded?

Exit Planning Institute was founded in 2005.

Exit Planning Institute

Q: How many employees does Exit Planning Institute have currently?

Exit Planning Institute has approximately 105 employees.

Q: What technology does Exit Planning Institute use?

Exit Planning Institute's tech stack includes Twemoji, Microsoft 365, Facebook, HubSpot Analytics, Mailchimp.

Q: What is Exit Planning Institute's NAICS code?

Exit Planning Institute's NAICS code is 6114 (Business Schools and Computer and Management Training).

Professional Training and CoachingOhio, United States51-200 Employees

Exit Planning Institute (EPI) is a professional training and coaching organization focused on exit planning and value creation for business owners and their advisors. Based in Westlake, Ohio, the institute has 51-200 employees and has operated since 2005. It offers the Certified Exit Planning Advisor CEPA credentialing program, equipping professionals including attorneys, accountants, financial planners, business brokers, wealth managers, and estate planners with tools to build enterprise value, align goals, and turn exit planning into a revenue-generating practice. The organization promotes the Value Acceleration Methodology, a process taught through the CEPA program that integrates exit strategy with owners' personal, business, and financial goals. EPI serves a community of professional advisors and business owners and maintains a website at exit-planning-institute.org.

Insights

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