WESTLAKE, OH, September 18, 2026 /24-7PressRelease/ — Exit Institute® (EPI), the leading authority on exit planning for advisors, business consultants and business owners, announced today a strategic partnership with SkillStacked Strategies.
“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 equips advisors with an on-demand team of specialists, to help deliver advanced planning without expanding internal staff. SkillStacked’s bespoke Fractional Family Offices include specialists in finance, operations, marketing, artificial intelligence, estate planning, and personal planning.
“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 Skylar Dean, founder. “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.”
Strategic Alliances is 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.
Learn more about EPI’s Strategic Alliances by visiting the EPI website.
About Exit Planning Institute
Exit Planning institute (EPI) was formed in 2005 to serve the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org or follow us on LinkedIn.
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