Curated News
By: NewsRamp Editorial Staff
September 18, 2026
Exit Planning Institute Partners with SkillStacked Strategies
TLDR
- EPI's partnership with SkillStacked gives advisors access to fractional specialists for advanced exit planning without expanding internal staff.
- SkillStacked provides on-demand teams of finance, operations, marketing, AI, estate, and personal planning specialists to support CEPAs and their clients.
- The partnership helps business owners achieve better exit outcomes by equipping advisors with specialized expertise for smoother transitions.
- Skylar Dean, a CEPA and financial planner, founded SkillStacked to be a fractional advisory bench for main street business owners.
Impact - Why it Matters
This partnership matters because it strengthens the ecosystem of support available to exit planning advisors and the business owners they serve. By integrating SkillStacked's fractional specialists into EPI's alliance network, advisors gain access to a scalable way to deliver sophisticated, multi-disciplinary planning without the overhead of hiring full-time staff. For main street business owners, this means better access to comprehensive exit strategies that can maximize value and ensure smooth transitions. As the baby boomer generation continues to retire, the demand for skilled exit planning is surging, and collaborations like this help ensure advisors are equipped to meet that demand effectively.
Summary
The Exit Planning Institute (EPI), the leading authority on exit planning for advisors, business consultants, and business owners, has announced a strategic partnership with SkillStacked Strategies. The collaboration welcomes SkillStacked as a member of EPI's Alliance Partners, a group of trusted collaborators that support advisor development, member engagement, and the broader EPI community through educational content, programming, events, and collaboration.
SkillStacked, founded by Skylar Dean, a Certified Exit Planning Advisor (CEPA®) and financial planner, equips advisors with an on-demand team of specialists to help deliver advanced planning without expanding internal staff. Its bespoke Fractional Family Offices include specialists in finance, operations, marketing, artificial intelligence, estate planning, and personal planning. Josh Koza, director of strategic relationships at EPI, expressed enthusiasm about the partnership, noting that Dean's background as a CEPA gives him a firsthand understanding of what advisors need to deliver Value Acceleration well. Dean added that SkillStacked aims to work with CEPAs on both sides of its business—some as specialists connected with financial advisors and others as advisors seeking a team of experts to support their clients.
EPI was formed in 2005 to serve 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 the EPI website.
Source Statement
This curated news summary relied on content distributed by 24-7 Press Release. Read the original source here, Exit Planning Institute Partners with SkillStacked Strategies
