Curated News
By: NewsRamp Editorial Staff
October 01, 2026
EPI Launches 2026 Season of Deals for Exit Planning Advisors
TLDR
- Advisors can gain an edge by enrolling in EPI's 2026 Season of Deals to advance their CEPA credentials and exit planning expertise.
- EPI's Season of Deals offers structured deals on CEPA education, CEPA Plus, CEPA Mastery, EPI Academy, and the 2027 Exit Planning Summit.
- EPI's Season of Deals helps advisors better serve business owners, fostering smoother transitions and stronger communities through improved exit planning.
- EPI's Season of Deals includes a Walking to Destiny gifting bundle to spark client conversations about Value Acceleration and exit planning.
Impact - Why it Matters
This news matters because exit planning is a critical yet often overlooked aspect of business ownership. As the baby boomer generation continues to retire, millions of businesses will need to transition ownership in the coming years. Advisors who are equipped with the right training and resources can help ensure these transitions are successful, preserving jobs, wealth, and legacies. EPI's Season of Deals lowers the barrier for advisors to gain that expertise, which ultimately benefits business owners and the broader economy. By investing in their education now, advisors can position themselves as trusted guides for entrepreneurs navigating one of the most important decisions of their lives.
Summary
The Exit Planning Institute® (EPI), the leading authority on exit planning for advisors, business consultants, and business owners, has launched its 2026 Season of Deals. This dedicated campaign offers advisors and professionals a chance to invest in their growth, education, and future as they prepare for the year ahead. According to Scott Snider, EPI President, the campaign was designed to help advisors answer the question, "What do I want to accomplish, and what am I going to do to make it happen?" and to encourage them to turn their goals into meaningful action.
The Season of Deals provides opportunities for professionals at all stages of the exit planning journey. For those looking to start engaging more effectively with business owners, specialized deals are available to help them begin their Certified Exit Planning Advisor (CEPA®) education. Current CEPAs seeking to deepen their expertise can pursue CEPA Plus or CEPA Mastery-level memberships, or continue their professional education through EPI Academy and register for the 2027 Exit Planning Summit. Additionally, advisors focused on strengthening business owner relationships can take advantage of a Walking to Destiny gifting bundle, which is designed to introduce clients to Value Acceleration and turn planning conversations into action.
To explore these offerings and find an opportunity aligned with their goals, exit planning professionals can visit SeasonOfDeals.com. EPI, formed in 2005, serves the educational and resource needs of professional business advisors. Its CEPA® credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org.
Source Statement
This curated news summary relied on content distributed by 24-7 Press Release. Read the original source here, EPI Launches 2026 Season of Deals for Exit Planning Advisors
