Exit Planning Institute 2026 Season of Deals to help advisors turn New Years Resolutions into action

Limited-time offers help advisors elevate their exit planning expertise


    CLEVELAND, OH, October 01, 2026 -- Exit Planning Institute® (EPI), the leading authority on exit planning for advisors, business consultants and business owners, today announced the launch of its 2026 Season of Deals, a dedicated opportunity for advisors and professionals to invest in their growth, education, and future as they prepare for the year ahead.

Season of Deals offers opportunities for advisors, attorneys, accountants, business consultants or other professionals at all stages of the exit planning journey. For professionals looking to start more effectively engaging with business owners, this year's offerings include specialized deals to help them begin their Certified Exit Planning Advisor (CEPA®) education.

For current CEPAs looking to deepen their expertise and elevate their exit planning practice, now is the time to consider achieving the next level of preparation through EPI's CEPA Plus or CEPA Mastery-level memberships. Advisors can also take advantage of opportunities to 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."

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.

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.

About The Exit Planning Institute
Exit Planning Institute (EPI) was formed in 2005 to serve professional business advisors' educational and resource needs. Its Certified Exit Planning Advisor (CEPA®) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org.

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