The Exit Planning Institute (EPI), a leading authority on exit planning for advisors, business consultants, and business owners, has announced the launch of its 2026 Season of Deals. This initiative is designed to help professionals at all stages of the exit planning journey invest in their growth, education, and future as they prepare for the year ahead.
The Season of Deals offers a range of opportunities tailored to different experience levels. For professionals looking to begin engaging more effectively with business owners, there are specialized deals to start their Certified Exit Planning Advisor (CEPA) education. Current CEPAs seeking to deepen their expertise can pursue CEPA Plus or CEPA Mastery-level memberships. Additionally, advisors can continue their professional education through EPI Academy and register for the 2027 Exit Planning Summit, EPI's premier gathering for the exit planning community.
Scott Snider, EPI President, explained the motivation behind the campaign: "Looking at the year ahead, advisors across the country are asking themselves, 'What do I want to accomplish, and what am I going to do to make it happen?' We designed the 2026 Season of Deals campaign to help them answer that question and encourage advisors to turn the goals they set for the new year into meaningful action."
For advisors focused on strengthening relationships with business owners, the Season of Deals includes a Walking to Destiny gifting bundle. This resource is intended to introduce clients to Value Acceleration and facilitate planning conversations that lead to action.
The significance of this announcement lies in its potential to elevate the exit planning profession. By providing accessible education and resources, EPI empowers advisors to better guide business owners through critical transitions. As the baby boomer generation continues to retire, the demand for skilled exit planning advisors is growing. EPI's initiative helps meet this demand by equipping advisors with the tools they need to support business owners in achieving successful exits.
Moreover, the Season of Deals encourages advisors to proactively pursue professional development, turning New Year's resolutions into concrete steps. This focus on continuous learning and improvement can lead to better outcomes for business owners, who rely on expert advice to navigate the complexities of exit planning. By investing in their own growth, advisors can enhance their value proposition and build stronger, more trusting relationships with clients.
To explore the available offerings and find an opportunity that aligns with their goals for the year ahead, exit planning professionals can visit SeasonOfDeals.com. The Exit Planning Institute, 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 globally, 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®.
