Exit Planning Institute Launches 2026 Season of Deals to Help Advisors Turn Resolutions into Action

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. This initiative provides a dedicated opportunity for advisors and professionals to invest in their growth, education, and future as they prepare for the year ahead. The program is designed to help advisors turn their New Year's resolutions into meaningful action, according to Scott Snider, EPI President. "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?'" Snider said. "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 Season of Deals offers opportunities for advisors, attorneys, accountants, business consultants, and other professionals at all stages of the exit planning journey. For professionals 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 looking to deepen their expertise and elevate their exit planning practice, now is the time to consider achieving the next level of preparation through EPI's CEPA Plus or CEPA Mastery-level memberships. Advisors can also take advantage of opportunities to continue their professional education through EPI Academy and register for the 2027 Exit Planning Summit, EPI's premier gathering for the exit planning community.

In addition, 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 bundle is intended to facilitate deeper engagement with business owners and drive value creation.

The implications of this announcement are significant for Texas businesses and the broader economy. As the state continues to attract and grow businesses, the need for skilled exit planning advisors is paramount. By providing accessible education and resources, EPI is helping to ensure that business owners have access to the expertise they need to successfully transition their businesses, whether through sale, succession, or other exit strategies. This can lead to more successful outcomes for business owners, preserving jobs and economic activity across Texas. Furthermore, the focus on value acceleration and planning conversations can help businesses increase their value and become more attractive to buyers, contributing to a healthier business ecosystem.

For advisors in Texas, the Season of Deals represents an opportunity to enhance their skills and differentiate themselves in a competitive market. By earning the CEPA credential or advancing to higher membership levels, advisors can demonstrate their commitment to the field and provide greater value to their clients. This can lead to stronger client relationships, increased referrals, and ultimately, a more robust exit planning community in the state.

To explore the available offerings and find an opportunity that aligns with their goals for the year ahead, exit planning professionals can visit SeasonOfDeals.com. For more information about the Exit Planning Institute, visit Exit Planning Institute®.