The Exit Planning Institute (EPI), a leading authority on exit planning for advisors, business consultants, and business owners, announced a strategic partnership with SkillStacked Strategies on September 18, 2026. The collaboration aims to enhance the resources available to advisors serving main street business owners.
SkillStacked Strategies, founded by Certified Exit Planning Advisor (CEPA) Skylar Dean, offers an on-demand team of specialists through its bespoke Fractional Family Offices. These teams include experts in finance, operations, marketing, artificial intelligence, estate planning, and personal planning, enabling advisors to deliver advanced planning without expanding internal staff.
"We are excited to welcome CEPA-founded SkillStacked as a member of our Alliance Partners," said Josh Koza, director of strategic relationships at EPI. "Skylar's background as a CEPA gives him a firsthand understanding of what advisors need to deliver Value Acceleration well, and that shared foundation makes this partnership a natural fit for our community."
As a CEPA and financial planner, Dean established SkillStacked to serve as a fractional advisory "bench" of specialists for financial professionals working with main street business owners. "Our goal is to work with CEPAs on both sides of our business—some as the specialists that we connect with financial advisors and others as advisors, who are looking for a team of experts to support their clients," Dean said.
EPI's Strategic Alliances group comprises trusted collaborators that support advisor development, member engagement, and the broader EPI community. Through educational content, programming, events, and collaboration, alliance members provide valuable resources and expertise to help advisors and business owners navigate the exit planning process.
This partnership is significant for the business community as it addresses a growing need for specialized expertise in exit planning. Many business owners face complex challenges when transitioning their companies, and advisors often lack the internal resources to provide comprehensive support. By integrating SkillStacked's fractional specialists, EPI aims to elevate the quality of exit planning services, ultimately helping business owners achieve better outcomes. The alliance also reflects broader trends in professional services, where flexible, on-demand expertise is becoming essential for delivering high-value advisory work. For more information about EPI's Strategic Alliances, visit the EPI website. To learn more about EPI, visit exit-planning-institute.org or follow them on LinkedIn.
