Exit Planning Institute Partners with Million Dollar Author to Boost Advisor Influence

The Exit Planning Institute (EPI), a leading authority on exit planning for advisors, business consultants, and business owners, has announced a strategic partnership with Million Dollar Author, a firm that helps professional services founders turn their expertise into best-selling books. The alliance aims to enhance the resources available to EPI's community of Certified Exit Planning Advisors (CEPA) and the business owners they serve.

Million Dollar Author has published more than 370 books that have generated new clients, speaking invitations, or referral networks for their authors. The firm's founder, Steve Gordon, sees the partnership as a way to help advisors reach business owners before they are ready to exit, when the advisor's guidance can have the greatest impact. "Through this partnership with EPI, we want to help create more of the good kind of exit," Gordon said. "Books can position Certified Exit Planning Advisors (CEPA®) so that they reach business owners before those owners are ready to exit, when the CEPA provides the most benefit. Every book we write is a force for good in the world. Our clients solve real problems for people."

Josh Koza, director of strategic relationships at EPI, welcomed the new partner. "We are excited to welcome Million Dollar Author to EPI's network of Alliance Partners," Koza said. "Many EPI members have written books about exit planning, business growth, entrepreneurship, and leadership; each member of our community has a unique methodology and perspective to share."

EPI's Alliance Partners are trusted collaborators that support advisor development, member engagement, and the broader EPI community through educational content, programming, events, and collaboration. The partnership with Million Dollar Author is expected to provide EPI members with a new avenue to establish thought leadership and attract business owner clients.

For Texas, this partnership could have significant implications. The state is home to a large and growing number of small and mid-sized businesses, many of which will eventually need to transition ownership. By equipping CEPA professionals with book publishing resources, the alliance may help more Texas business owners access expert exit planning advice earlier in their journey, leading to smoother transitions and better financial outcomes. Additionally, the partnership could strengthen the professional services ecosystem in Texas, as advisors who publish books often gain greater visibility and credibility, attracting more clients and creating jobs in the process.

EPI was formed in 2005 to serve the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org or follow EPI on LinkedIn. Learn more about EPI's Alliance Partners by visiting the EPI website.