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 initiative is designed to provide advisors and professionals with opportunities to invest in their growth, education, and future as they prepare for the year ahead. The announcement was made on October 1, 2026, from Cleveland, Ohio.
The Season of Deals offers a range of opportunities for advisors, attorneys, accountants, business consultants, and other professionals at all stages of the exit planning journey. For those 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 seeking to deepen their expertise and elevate their practice, the campaign provides options to achieve the next level of preparation through EPI's CEPA Plus or CEPA Mastery-level memberships. Advisors can also continue their professional education through EPI Academy and register for the 2027 Exit Planning Summit, EPI's premier gathering for the exit planning community.
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."
In addition to educational offerings, 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 resource aims to support advisors in building deeper connections with business owners and facilitating the exit planning process.
The 2026 Season of Deals comes at a time when many business owners are considering transitions, and the demand for skilled exit planning advisors continues to grow. By providing accessible education and resources, EPI aims to equip professionals with the tools they need to meet this demand. The initiative underscores the importance of continuous learning and professional development in the ever-evolving field of exit planning.
For advisors and professionals interested in exploring the available offerings, EPI encourages them to visit SeasonOfDeals.com to find an opportunity that aligns with their goals for the year ahead. The campaign is expected to help advisors turn their New Year's resolutions into actionable steps toward growing their practices and better serving their clients.
EPI, formed in 2005, serves the educational and resource needs of professional business advisors. 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®.
