Exit Planning Institute

The leading resource for exit planning education in the United States, EPI provides exit planning info to business owners and trains other professionals to become CEPAs, Certified Exit Planning Advisors.

Walder Studio was brought on to be the Exit Planning Institute's (EPI) dedicated design resource, replacing the need for an internal design team. The ongoing relationship has allowed Walder to truly get to know the EPI brand, making it efficient to produce everything from white papers and case studies to social media graphics and illustrations.

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As EPI’s dedicated design resource, Walder Studio manages both recurring design tasks and specialty projects. With a documented client request process in place, EPI is able to easily submit and track progress on their design needs through an online dashboard.

Through the ongoing relationship Walder Studio has become the trusted expert in the EPI brand. The scope has expanded beyond the monthly deliverables to include full conference graphics for the Exit Planning Summit and additional high-profile documents like the State of Owner Readiness reports.

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EPI conducts an extensive research survey, the State of Owner Readiness (SOOR), to track business owners’ exit strategies and plans. The data collected is distilled into a comprehensive report featuring 50+ charts and in-depth analysis. 

Walder Studio’s strategic guidance has led to the expansion of the report to include a companion presence online and a new social media campaign. The years-long partnership and Walder Studio’s efforts have positioned the SOOR as a must-read report in the industry.