Welcome to the Raleigh-Durham EPI Chapter
What do we do?
Educate
We strive to be the most well-prepared and knowledgeable advisors for business owners throughout the Triangle region. Recognizing that the business landscape is constantly evolving, we understand the importance of continuous learning and professional growth. Exit planning is a dynamic and ongoing process, and enhancing our expertise is crucial at every stage to ensure the best possible outcomes for our clients.
Collaborate
We firmly believe that Exit Planning is truly a “team sport.” By this, we mean that the business owner must be supported by a diverse group of professionals, each contributing their unique expertise and skills throughout the entire exit journey. As a chapter, we consistently strive to discover and implement new ways to collaborate and support one another, all with the shared goal of empowering business owners to plan and execute successful exits with confidence and clarity.
Empower
Ultimately, our goal is to ensure that the business owner feels both confident and truly empowered as they navigate their exit. We are committed to delivering the highest level of professionalism and expertise throughout the entire exit process. By doing so, we aim to instill a strong sense of assurance in owners, making them feel certain that partnering with a CEPA advisor was the smartest and most strategic decision they could have made.
What is EPI
The Exit Planning Institute (EPI) is the world’s premiere organization for educating professional service advisors as they assist owners in preparing to successfully exit their business.
