As the calendar turns to a new year, many professional advisors are evaluating their goals and seeking ways to elevate their practices. The Exit Planning Institute (EPI), a leading authority on exit planning for advisors, business consultants, and business owners, has launched its 2026 Season of Deals to help these professionals turn their New Year's resolutions into meaningful action. The campaign provides a range of opportunities for advisors at all stages of the exit planning journey to invest in their growth, education, and future.
For professionals looking to more effectively engage with business owners, the Season of Deals includes specialized deals to begin their Certified Exit Planning Advisor (CEPA®) education. This credential is widely recognized as the most endorsed professional exit planning program globally, equipping advisors with the content, tools, and training needed to become their clients' most valued advisors. Current CEPAs seeking to deepen their expertise can pursue CEPA Plus or CEPA Mastery-level memberships, which offer advanced preparation to elevate their exit planning practice.
Beyond credentialing, the Season of Deals features opportunities for continuing professional education through EPI Academy and registration for the 2027 Exit Planning Summit, EPI's premier gathering for the exit planning community. Additionally, advisors focused on strengthening business owner relationships can take advantage of a Walking to Destiny gifting bundle, designed to introduce clients to Value Acceleration and turn planning conversations into 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 implications of this announcement extend beyond individual professional development. By providing accessible pathways for advisors to enhance their skills, EPI is addressing a critical need in the business community. As the largest transfer of wealth in history looms, with millions of baby boomer-owned businesses expected to change hands in the coming years, the demand for qualified exit planning advisors is surging. Advisors who take advantage of these deals will be better positioned to guide business owners through successful transitions, ensuring that both the businesses and their communities benefit from thoughtful succession planning.
For advisors aiming to start the year with a clear plan for growth, the 2026 Season of Deals offers a timely opportunity to invest in themselves and their practices. To explore the available offerings and find an opportunity that aligns with their goals, exit planning professionals can visit SeasonOfDeals.com. More information about EPI and its programs is available at Exit Planning Institute®.
