Prospeo
Hero Section BackgroundHero Section Background
Exit Planning Institute

Exit Planning Institute Email Formats

Professional Training and CoachingFlag of US24651 Center Ridge Rd, Westlake, United States51-100 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.

FormatExamplePercentage
{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

Flag of US

Paige Koerper-Wysocki

Director Of Marketing

Flag of US

Scott Lang

Director Of Sales

Flag of US

Christopher Snider

Ceo

Flag of US

Jocelyn Bires

Director Of Operations

Flag of US

Joshua Koza

Director, Strategic Relationships

Flag of US

Drew English

Director Of Membership

Flag of US

Chase Ross

Director Of Product Development

Company overview

Headquarters24651 Center Ridge Rd, Westlake, Ohio 44145, US
Phone number+12167124244
Websites
NAICS6114
SIC874
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
Founded2005
Employees51-100
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

Seniority

Employees

Entry
Manager
Director

Employees by Department

Exit Planning Institute has 41 employees across 8 departments.

Departments

Number of employees

Funding Data

Exit Planning Institute has never raised funding before.

Exit Planning Institute Tech Stack

Discover the technologies and tools that power Exit Planning Institute's digital infrastructure, from frameworks to analytics platforms.

HubSpot Cookie Policy Banner

HubSpot Cookie Policy Banner

Cookie compliance

Cloudflare Bot Management

Cloudflare Bot Management

Security

HubSpot CMS Hub

HubSpot CMS Hub

CMS

Marker

Marker

Issue trackers

Goober

Goober

JavaScript libraries

Hotjar

Hotjar

Analytics

Leaflet

Leaflet

Maps

Shopify Buy Button

Shopify Buy Button

Shopify apps

Envoy

Envoy

Reverse proxies

Microsoft 365

Microsoft 365

Email

Zoominfo

Zoominfo

Analytics

Cloudflare

Cloudflare

CDN

Frequently asked questions

Exit Planning Institute is located in 24651 Center Ridge Rd, Westlake, US.
You can reach Exit Planning Institute at +12167124244.
Exit Planning Institute was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.
Exit Planning Institute has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles