The Exit Planning Institute (EPI), a leading authority on exit planning for advisors, business consultants, and business owners, has announced a strategic partnership with SkillStacked Strategies. The alliance aims to enhance the resources available to EPI's community of advisors by integrating SkillStacked's on-demand team of specialists.
"We are excited to welcome CEPA-founded SkillStacked as a member of our Alliance Partners," said Josh Koza, director of strategic relationships at EPI. "Skylar's background as a CEPA gives him a firsthand understanding of what advisors need to deliver Value Acceleration well, and that shared foundation makes this partnership a natural fit for our community."
SkillStacked Strategies, founded by Skylar Dean, a Certified Exit Planning Advisor (CEPA) and financial planner, equips advisors with a bespoke Fractional Family Office model. This model provides access to specialists in finance, operations, marketing, artificial intelligence, estate planning, and personal planning, allowing advisors to deliver advanced planning services without the need to expand their internal staff.
"As a Certified Exit Planning Advisor (CEPA) and financial planner, I founded SkillStacked to serve as a fractional advisory 'bench' of specialists for financial professionals working with main street business owners," said Dean. "Our goal is to work with CEPAs on both sides of our business—some as the specialists that we connect with financial advisors and others as advisors, who are looking for a team of experts to support their clients."
The partnership falls under EPI's Strategic Alliances program, a group of trusted collaborators that work closely with EPI to support advisor development, member engagement, and the broader EPI community. Through educational content, programming, events, and collaboration, alliance members provide valuable resources and expertise that help advisors and business owners navigate the exit planning process.
For advisors and business owners, this collaboration means greater access to specialized expertise that can be critical during complex exit planning processes. By leveraging SkillStacked's fractional specialists, advisors can offer more comprehensive services, potentially increasing the value they deliver to clients and improving outcomes for main street business owners preparing for transition.
The exit planning industry continues to grow as more business owners seek to maximize value and ensure successful transitions. EPI's CEPA credential program is the most widely endorsed professional exit planning program globally, providing advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. This partnership with SkillStacked Strategies underscores EPI's commitment to equipping its members with the resources they need to meet evolving client demands.
To learn more about EPI's Strategic Alliances, visit the EPI website. For more information about EPI, visit exit-planning-institute.org or follow them on LinkedIn.
