The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves.
Exit planning advisors are pioneers of a changing industry. The Excellence in Exit Planning awards includes three different awards: The Peter Christman Exit Planner of the Year, the Leader of the Year, and the Member of the Year. These three awards honor three advisors doing things right, making a lasting impact, and taking this marketplace to the next level.
Named after the co-founder of EPI, the Peter Christman Exit Planner of the Year Award is the highest honor offered in the exit planning industry. It is awarded to a CEPA who either practices exit planning, manages exit planning engagements, educates business owners and advisors, or provides industry-changing exit planning solutions or tools that can be directly tied to changing outcomes for business owners and leading advisors. This advisor makes significant contributions to the industry, exemplifies the core values and characteristics of EPI and the CEPA designation, while making a uniquely significant impact on the larger exit planning profession on a local, regional, national, and/or international scale.
The Leader of the Year Award is presented to a CEPA who has successfully trail blazed a first-of-its-kind project, initiative, or practice which has made a significant contribution to the exit planning profession and the overall community. This advisor is also a thought leader; someone who has taken a position and become a regarded expert/specialist in a specific niche area, a person who tasks, innovates, and influences, and above all, showcases characteristics of collaboration.
The Member of the Year Award is presented to a CEPA or EPI Partner who contributes significantly to the EPI community of advisors and the overall exit planning profession. They act as a key leader and expert in their local or regional marketplace and lead exit planning education while driving market awareness.