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News Brief
By: PointLine Media Research & Editorial Team
October 1, 2026
This initiative matters because it lowers the barrier to entry for high-level professional certification, fostering a more qualified advisory community. By incentivizing proactive education, EPI ensures that advisors are better equipped to guide business owners through complex transitions, ultimately stabilizing the broader economic landscape for private enterprises.
The Exit Planning Institute (EPI) has officially launched its 2026 Season of Deals, a strategic initiative designed to help professional advisors turn their annual goals into tangible business outcomes. This seasonal campaign provides a comprehensive suite of resources for attorneys, accountants, and consultants, ensuring they have the tools necessary to thrive in the competitive exit planning landscape. By incentivizing professional development, EPI aims to empower practitioners to elevate their service offerings as they prepare for the upcoming year.
Participants can access exclusive opportunities, including specialized pricing for the Certified Exit Planning Advisor (CEPA) program and advanced CEPA Mastery-level memberships. Additionally, the initiative encourages advisors to register for the 2027 Exit Planning Summit and utilize the EPI Academy for continuous education. These resources are specifically curated to help professionals refine their expertise and deepen their relationships with business owners seeking effective transition strategies.
EPI President Scott Snider emphasizes that this campaign is built to bridge the gap between setting professional resolutions and executing meaningful action. By offering practical bundles like the Walking to Destiny gifting package, EPI enables advisors to initiate high-impact conversations with clients immediately. Interested professionals can explore these development opportunities by visiting the official Season of Deals portal to align their 2026 growth objectives with industry-leading educational standards.