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. The campaign is designed to help advisors and professionals invest in their growth, education, and future as they prepare for the year ahead. This initiative comes at a time when many advisors are evaluating their goals and seeking concrete ways to achieve them.
Season of Deals offers opportunities for advisors, attorneys, accountants, business consultants, and other professionals at all stages of the exit planning journey. For those looking to start engaging more effectively with business owners, the campaign includes specialized deals to help them begin their Certified Exit Planning Advisor (CEPA) education. Current CEPAs can deepen their expertise and elevate their practice through 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.
"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?'" said Scott Snider, EPI President. "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." This focus on actionable steps is crucial as the demand for exit planning services continues to grow, with business owners increasingly seeking advisors who can guide them through complex transitions.
Advisors focused on strengthening business owner relationships can take advantage of a Walking to Destiny gifting bundle, designed to help introduce clients to Value Acceleration and turn planning conversations into action. The bundle is part of EPI's broader effort to equip advisors with the tools they need to engage clients effectively and drive value.
The implications of this announcement are significant for the exit planning profession. As more advisors seek to differentiate themselves in a competitive market, EPI's Season of Deals provides a structured pathway for professional development. By offering a range of options from entry-level CEPA education to advanced memberships, EPI is addressing the diverse needs of advisors at different career stages. This can lead to a more skilled and confident advisor community, better equipped to help business owners plan for successful exits and maximize value.
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. For more information about EPI and its programs, visit the Exit Planning Institute® website.
