Exit Mentor - Peer Mentoring
The Ignition Point for Building a Scalable
and Valuable Exit Planning Practice
From Certification to Execution—Your Path to a Best-in-Class Exit Planning Practice
You became a CEPA to make an impact. To guide business owners to freedom. To help them build value, unlock wealth, and realize their legacy.
But certification is just the starting line. The real challenge is turning knowledge into execution—building systems, delivering results, and scaling your practice with confidence.
That’s where the Exit Mentor Program comes in.
What Is Exit Mentor Peer Mentoring?
The Exit Mentor Program is the bridge between education and execution. It’s designed for advisors who want to move faster, stay sharper, and deliver more value—without reinventing the wheel.
Whether you’re a financial advisor, business coach, consultant, or M&A specialist, this program equips you with the clarity, tools, and community to transform your CEPA certification into a thriving advisory practice.
What You’ll Gain:
- On-Demand Learning Hub – access pre-recorded training, tools, templates, and examples built around the 5 Pillars of Practice Success: Position, Planning, Process, Platforms, and Partners.
- Monthly Peer Mentoring Calls (90 min) – collaborate with fellow CEPAs to deepen mastery, share strategies, and solve challenges in real time.
- Quarterly Reset Sessions – refine your focus every 90 days with guided planning resets that keep you accountable and moving forward.
- Growing Asset Library – get advanced playbooks and resources to accelerate client delivery and practice growth.
- Supportive Peer Community – join a cohort of like-minded advisors committed to scaling impact and raising the bar for the profession.
Outcomes You Can Expect:
- By engaging in the Exit Mentor Program, you will:
- Operate from a clear and differentiated position in the market
- Build repeatable and scalable client engagement systems
- Lead business owners with structure, rhythm, and results
- Collaborate with trusted peers and partners to expand your reach
- Maintain momentum through a consistent practice reset rhythm
- Become the advisor business owners need during the largest transition wave in history
Where the good become great..
Built on 5 core pillars of a successful advisory practice:
Position
Define who you are, who you serve, and how you create trust so you stand out as a trusted guide—not just another advisor.
Planning
Apply the same strategic planning you teach clients to your own practice to build focus, discipline, and a scalable foundation.
Process
Design a clear, repeatable client journey that delivers consistent value and makes your practice easier to scale.
Platforms
Leverage the right technology stack to streamline operations, strengthen execution, and accelerate growth.
Partners
Build and lead a high-performing advisory team so you can deliver greater value and scale your impact.
This program will ensure you walk away with:
A CEPA-aligned business plan
A mapped, scalable client journey
A custom tech strategy
A Core 4 team recruitment plan
And most importantly:
momentum and market traction
You won’t just understand exit planning — you’ll be executing it.
Your Investment: Just $299/Month
For less than the cost of a single client dinner, you can join a world-class community of CEPAs and gain the tools, structure, and support to scale your practice with confidence.
For $299/month, you get:
- Unlimited access to the digital learning hub with trainings, tools, and templates
- Monthly 90-minute peer mentoring calls with fellow CEPAs and program facilitators
- Quarterly practice reset sessions to keep you accountable and focused
- A growing library of assets and examples you can use immediately with clients
- A supportive community of advisors committed to mastery and impact
No long-term contract. Cancel anytime. Gain immediate access to the full platform upon registration.
This is the most affordable way to accelerate your practice and surround yourself with a network of high-performing peers.
Join today for just $299/month and start executing with confidence.
Your Exit Mentor Coach
Meet Renee Russo — Your Exit Mentor Coach Renee Russo is a high-energy coach, speaker, and entrepreneur on a mission to help Certified Exit Planning Advisors (CEPAs) go from just certified to best-in-class.
As a Certified Exit Planning Advisor (CEPA®) and Former Expert EOS Implementer®, Renee has helped countless business owners gain control, unlock value, and achieve personal freedom.
Now, through her signature Exit Mentor Accelerator, she brings that same power to fellow advisors — guiding them to launch, systemize, and scale the practices they’ve always envisioned.
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