Margaret Coniam's Contact Details

Margaret Coniam's Company Details

Exit Planning Institute

Lakewood, OH, US • 20 - 49 Employees
Professional Services software

The Exit Planning Institute....the Authority in Exit Planning and Value AccelerationPioneering an industry since 2005, The Exit Planning Institute™ (EPI™) serves an elite, high caliber group of professional advisors, all committed to serving the needs of business owners from diverse areas of professional specialty, including Attorneys, CPAs and Accountants, Business Brokers, Financial Planners, Valuation Advisors, Investment Bankers, Estate Planners, Commercial Lenders, Consultants, Wealth Managers, Insurance Professionals, Mergers & Acquisition Advisors, and other Professional Advisors. The Certified Exit Planning Advisor™ (CEPA®) Credentialing Program, created in 2007, is the only program of its kind and offers professional advisors an innovative learning experience, performance-enhancing resources and strategic tools to help them advance their exit planning practice. Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology™ is the process taught at the CEPA Program which integrates exit strategy into business, personal and financial goals of the business owner. The process consists of three major components, referred to as the "three legs of the stool": 1) Maximizing Business Value 2) Personal Financial Planning, and 3) Life After Business Planning. The process teaches that exit strategy is business strategy. It is about building, harvesting, and preserving family wealth for generations to come and integrating best in class business practices into daily operations. The Methodology focuses on enterprise value and is a revenue producing model for professional advisors that is justifiable with growth of overall enterprise value.