Exit Planning Institute Partners with SkillStacked Strategies to Expand Advisor Support

The Exit Planning Institute (EPI), a leading authority on exit planning for advisors and business owners, has announced a strategic partnership with SkillStacked Strategies. The collaboration aims to bolster the resources available to Certified Exit Planning Advisors (CEPAs) and the broader advisor community by integrating SkillStacked's fractional specialist model into EPI's alliance network.

SkillStacked Strategies, founded by Skylar Dean, a CEPA and financial planner, offers an on-demand team of specialists that functions as a fractional family office. These specialists cover areas including finance, operations, marketing, artificial intelligence, estate planning, and personal planning. This allows advisors to deliver advanced planning services without the need to expand their internal staff, addressing a critical need for scalability and expertise in the exit planning process.

Josh Koza, director of strategic relationships at EPI, emphasized the natural fit of the partnership: "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." Value Acceleration is a core methodology in exit planning that focuses on building business value and preparing for a successful transition.

The partnership is part of EPI's Strategic Alliances program, a group of trusted collaborators that 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 adding SkillStacked to its roster, EPI enhances its ability to offer practical, specialized support to its members.

Skylar Dean highlighted the dual role SkillStacked will play: "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 approach creates a symbiotic relationship where CEPAs can both contribute to and benefit from SkillStacked's network.

The implications of this partnership are significant for the exit planning industry. As the demand for exit planning services grows, advisors need access to a wide range of expertise to serve main street business owners effectively. SkillStacked's model allows advisors to tap into specialized skills on a flexible basis, potentially increasing the quality and depth of services they can offer. This can lead to better outcomes for business owners preparing for transition, as they receive more comprehensive and integrated advice.

Moreover, the partnership underscores the importance of collaboration in the advisory space. By bringing together EPI's educational resources and network with SkillStacked's operational expertise, the alliance aims to elevate the standards of exit planning. Advisors who are part of EPI's community can now leverage SkillStacked's fractional specialists to address complex client needs, from estate planning to AI integration, without the overhead of hiring full-time staff.

For more information about EPI's Strategic Alliances, visit the EPI website. To learn more about SkillStacked Strategies, visit their website. Additionally, follow EPI on LinkedIn for updates.

This partnership reflects the evolving landscape of exit planning, where specialization and collaboration are key to meeting the diverse needs of business owners. By aligning with SkillStacked, EPI reinforces its commitment to equipping advisors with the tools and resources necessary to succeed in a competitive environment.