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. This collaboration marks a significant step in expanding the resources available to advisors who guide business owners through the complex process of exiting their businesses.
SkillStacked Strategies, founded by Certified Exit Planning Advisor (CEPA) Skylar Dean, offers advisors an on-demand team of specialists designed to deliver advanced planning without the need to expand internal staff. The firm's bespoke Fractional Family Offices include experts in finance, operations, marketing, artificial intelligence, estate planning, and personal planning. This model allows advisors to access high-level expertise on a flexible basis, which is particularly valuable for those serving main street business owners.
Josh Koza, director of strategic relationships at EPI, expressed enthusiasm about the partnership: "We are excited to welcome CEPA-founded SkillStacked as a member of our Alliance Partners. 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." This highlights the alignment between SkillStacked's approach and EPI's mission to equip advisors with the tools and knowledge necessary for effective exit planning.
The importance of this partnership lies in its potential to enhance the quality and depth of exit planning services available to business owners. By integrating SkillStacked's fractional specialists into the EPI community, advisors can offer more comprehensive solutions, addressing critical areas such as estate planning, marketing, and operations. This is especially crucial as business owners increasingly seek holistic guidance to maximize the value of their businesses before and during an exit.
Skylar Dean, founder of SkillStacked, commented on the synergy between the two organizations: "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. 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." This dual role underscores the flexibility and collaborative nature of the partnership, enabling CEPAs to either serve as specialists or leverage SkillStacked's network to benefit their clients.
EPI's Strategic Alliances program comprises 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. This partnership with SkillStacked Strategies is a testament to EPI's commitment to fostering a robust ecosystem of support for its members.
For advisors, the ability to tap into a diverse pool of specialists can be a game-changer. It allows them to scale their services, offer more sophisticated advice, and ultimately deliver greater value to their clients. As the exit planning landscape evolves, such alliances are likely to become increasingly important in meeting the complex needs of business owners.
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.
