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 collaboration aims to enhance the resources available to advisors within EPI's network by integrating SkillStacked's fractional specialist teams into EPI's Alliance Partners program.
SkillStacked Strategies offers advisors an on-demand team of specialists, enabling them to deliver advanced planning services without the need to expand internal staff. Their 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, commented on 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." The reference to CEPA highlights the Certified Exit Planning Advisor credential, which is EPI's flagship program and is widely recognized in the exit planning industry.
Skylar Dean, founder of SkillStacked, elaborated on the company's mission: "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 other as advisors, who are looking for a team of experts to support their clients." This dual approach means that SkillStacked not only provides specialists to advisors but also supports CEPAs who need additional expertise for their clients.
The partnership is part of 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. By joining this program, SkillStacked will contribute its specialized knowledge to EPI's network, potentially enriching the support available to advisors and their clients.
This collaboration matters because it addresses a critical need in the exit planning industry: access to specialized expertise. Many advisors, especially those working with small and mid-sized businesses, may lack the in-house resources to provide comprehensive exit planning services. SkillStacked's fractional model offers a solution by providing a team of experts that can be tapped as needed. This can help advisors deliver more holistic and effective exit planning, which is essential for business owners looking to transition their businesses successfully.
Moreover, the partnership underscores the growing importance of exit planning as a specialized field. With the aging population of business owners and the significant wealth transfer expected in the coming years, the demand for skilled exit planning advisors is likely to increase. By equipping advisors with the tools and expertise they need, EPI and SkillStacked are positioning themselves to meet this demand and help business owners achieve better outcomes.
For those interested in learning more about EPI's Strategic Alliances, further information is available on the EPI website. Additionally, EPI can be followed on LinkedIn for updates and insights.
