IEPA Member Resources

The International Exit Planning Association provides education and events as well as the Collaboration portal for members. To learn more about the IEPA's offerings visit  the IEPA Member Resources page.

BERI, ODI and GPI Resources

The BERI^™ , ODI^™  and the GPI™ are more than just informative surveys for owners and their advisors. They are a launch pad for future services. After taking the BERI^™,ODI^™ and the GPI™ , an owner and an advisor can have a more informed conversation about the future, guided by answers that have been supplied by the owner themselves. The BERI, ODI and GPI Resources page provides access to these tools along with email templates, graphics, and information to help you effectively implement them.

Universal Exit Plan Template

This is a template that has been successfully used by hundreds of IEPA members. 

Plan Writing & Support

If you are looking for additional support for your plan writing, IEPA offers an Exit Plan Writing Support program that you can build into the fee that you charge your client. This program commits IEPA to live phone calls with your exiting owner and also assists you with the administrative functions in the plan writing process. The Plan Writing & Support page has more resources and information about this customized service that empowers your business.