


Exit Planning Institute Email Formats
Professional Training and Coaching • 24651 Center Ridge Rd, Westlake, United States • 51-100 Employees
Exit Planning Institute Email Formats
Exit Planning Institute uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@exit-planning-institute.org), used 81.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@exit-planning-institute.org | 85.2% |
{first name}{last name} | johndoe@exit-planning-institute.org | 14.8% |
Key Contacts at Exit Planning Institute
Paige Koerper-Wysocki
Director Of Marketing
Scott Lang
Director Of Sales
Christopher Snider
Ceo
Jocelyn Bires
Director Of Operations
Joshua Koza
Director, Strategic Relationships
Drew English
Director Of Membership
Chase Ross
Director Of Product Development
Company overview
| Headquarters | 24651 Center Ridge Rd, Westlake, Ohio 44145, US |
| Phone number | +12167124244 |
| Websites | |
| NAICS | 6114 |
| SIC | 874 |
| Keywords | Business Succession Planning, Research, Speaking, Awareness, Content, Exit Planning, Education, Marketing, Training, Networking, Events, Peer Groups, Member Support, Value Acceleration, Cepa Credential, Local Chapters, Owners Forum, Professional Designation, State Of Owner Readiness Survey, Business Owner Exit |
| Founded | 2005 |
| Employees | 51-100 |
| Socials |
About Exit Planning Institute
Exit planning isn’t just about selling a business; it’s about building something with more value and long-lasting. Since 2005, The Exit Planning Institute® (EPI) has been redefining how business owners and their advisors think about exit strategy and value creation. We’re not here just to teach exit planning education to advisors; we’re here to build significant companies and revolutionize the way businesses prepare for the future. We are proud to serve a high-caliber group of professional advisors, committed to serving the needs of business owners. The Certified Exit Planning Advisor (CEPA®) Credentialing Program is the only program of its kind that has equipped thousands of elite advisors - think Attorneys, Accountants, Financial Planners, Business Brokers, Wealth Managers, Estate Planners, and more - with the tools to: - Build enterprise value, - Align personal, business, and financial goals, and - Turn exit planning into a revenue-generating powerhouse. Why does it matter? Because exit planning is great business planning. And great businesses don’t just happen - they’re made by integrating best-in-class business practices into daily operations. The Value Acceleration Methodology™ is the process taught during the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. So, whether you’re a professional advisor looking to elevate your practice or a business owner with big dreams, we’re here to make sure you succeed. Ready to take the next step? Discover how EPI is transforming the future of exit planning: https://exit-planning-institute.org/ Because it’s not just about leaving your business - it’s about creating businesses that thrive, families that prosper, and legacies that endure.
Employees by Management Level
Total employees: 51-100
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Employees by Department
Exit Planning Institute has 41 employees across 8 departments.
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Funding Data
Exit Planning Institute has never raised funding before.
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