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 provide advisors and professionals with opportunities to invest in their growth, education, and future as they prepare for the year ahead. According to EPI, the initiative aims to help professionals at all stages of the exit planning journey turn their New Year's resolutions into meaningful action.
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."
The Season of Deals offers a range of opportunities tailored to different experience levels. For professionals looking to start engaging more effectively with business owners, there are specialized deals to help them begin their Certified Exit Planning Advisor (CEPA®) education. Current CEPAs seeking to deepen their expertise can consider CEPA Plus or CEPA Mastery-level memberships, which provide advanced training and resources. 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.
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. This bundle is part of EPI's efforts to equip advisors with practical tools to better serve their clients.
This announcement is significant for the business advisory industry, as it highlights the growing demand for specialized exit planning expertise. As more business owners approach retirement or seek to transition their companies, the need for qualified advisors who can guide them through complex exit strategies is increasing. By offering accessible education and resources, EPI is helping to professionalize the field and ensure that advisors are well-prepared to meet this demand. For advisors, the Season of Deals represents a cost-effective way to enhance their skills and expand their service offerings, potentially leading to stronger client relationships and increased revenue. For business owners, it means greater access to knowledgeable advisors who can help them maximize the value of their businesses and achieve successful exits.
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. More information about EPI and its programs is available at Exit Planning Institute®.
