The IEPA is the market-facing brand that promotes exit planning, builds thought leadership in exit planning, and trains the premier exit planning professionals who are awarded the CBEC® designation. 

• IEPA membership is required for all holders of the CBEC®  
• Continuing education (and ethics) standards upheld
• Annual Conferences and periodic training help fulfill continuing education requirements
• Advisor Referral and Collaboration Portal builds the community of IEPA Members

The International Exit Planning Association is the governing body responsible for establishing and maintaining standards for the CBEC® designation.

Members form a national network of senior-level advisors who are all trained and supported in a common system to deliver high-quality, customized solutions to business owners regarding the growth and eventual exit from their privately-held businesses.

All CBEC® designees must maintain membership in IEPA to sustain their designation and use the CBEC® marks.

MEMBERSHIP OPTIONS

• Course Subscription
• Engagement Tools
• Marketing & Practice Management Content
• Executive Study Group

Course Subscription: $995 per year (Coming in 2025)

• Unlimited Access to Online Course Library
• Referral Collaborative Portal Listing
• 20% Discount on IEPA Annual Conferences
• Maintain CBEC designation
  

Engagement Tools: $2,000 per year

• Unlimited Access to Online Course Library
• Referral Collaborative Portal Listing
  
• Maintain CBEC designation when applicable
• 25% Discount on IEPA Annual Conferences

PLUS:

• Survey Tools: BERI™, ODI™, & GPI ™ Tool Access
• Universal Exit Plan Template (Licensed Content)
• Monthly Member Training calls

Marketing & Practice Management Content: $3,000

The marketing and practice management content level of membership includes all of what is included in the Engagement Tools level of membership.  This level is for the professional advisor who is interested in not only being knowledgeable and articulate as well as wanting to directly and consistently engage business owners, but who also wants to actively market their exit planning practice via:

• Unlimited Access to Online Course Library
• Referral Collaborative Portal Listing
  
• Maintain CBEC designation when applicable
• 40% Discount on IEPA Annual Conferences
• Survey Tools: BERI™, ODI™, & GPI™ Tool Access
• Universal Exit Plan Template (Licensed Content)
• Monthly Member Training calls

PLUS: 

• Marketing & Practice Management (Licensed Content)
  • Center of Influence & Marketing Toolkit
  • White Papers
  • Industry Activity Assessments & Case Studies
  • Appendix of Customizable Exit Plan Content
• More than 100 newsletters in these categories: Financial Readiness, General Exit Planning, Growth, International Transfers, Mental Readiness, Private Capital Markets, and Valuations
• ESS Summary Report Access *Fee Based
  

Executive Study Group: $6,000

This level of membership is all about peer networking, support, best practices, idea sharing, and accountability.  Every member at the Executive Study Group level has specific goals of increasing their practice volume and chooses the group that aligns with their level and focus.  The Executive Study Group level of membership builds upon more than a dozen years of one-on-one and group coaching that has led to some of the most prolific and productive (and successful) exit planners in the marketplace today.  Professional advisors will find value at this level if you they are looking for a peer-group, lead by IEPA staff leaders that brings the experience of hundreds of exit plans, to share pain points and successful endeavors, while submitting to a level of accountability to push yourself and to help push others in the group towards the destination that has been stated by each advisor in the group.  

The Executive Study Group level of membership is by interview only.  If you are interested in a conversation about whether this level of membership is appropriate for you, please contact Tommy DeLello at tommy@theiepa.com to schedule a conversation to learn more about whether you are a good candidate for an IEPA exit planning study group.

• Unlimited Access to Online Course Library
• Referral Collaborative Portal Listing
  
• Maintain CBEC designation when applicable
• 40% Discount on IEPA Annual Conferences
• Survey Tools: BERI™, ODI™, & GPI™ Tool Access
• Universal Exit Plan Template (Licensed Content)
• Monthly Member Training calls
• Marketing & Practice Management (Licensed Content)
  • Center of Influence & Marketing Toolkit
  • White Papers
  • Industry Activity Assessments & Case Studies
  • Appendix of Customizable Exit Plan Content
• More than 100 newsletters in these categories: Financial Readiness, General Exit Planning, Growth, International Transfers, Mental Readiness, Private Capital Markets, and Valuations
• ESS Summary Report Access *Fee Based

PLUS:

• Back-Office Support for Exit Planning Engagements
• Practitioner-Led Peer Community
• 100% Discount on IEPA Annual Conferences
  
  

CBEC Maintenance:  $395 per year

• Referral Collaborative Portal Listing
• Maintain CBEC designation

Have Questions? Please contact Jenifer Hamilton, Manager of Member Experience, jenifer@theiepa.com