March 19, 2015
The Exit Planning Institute (EPI) announced a new partnership with V-Rooms Virtual Data Rooms, a division of Due Diligence Online, LLC. V-Rooms is an Internet-based, on-demand document management, document repository and file hosting service designed to speed up the completion of financial transactions.
EPI’s strategic alliance with V-Rooms will provide Certified Exit Planner Advisors (CEPA) a key resource for streamlining their processes with the business owner client. V-Rooms virtual data rooms enable the business owner to compile and house all their pertinent documents and files in one secure location, where they can be easily updated and quickly accessed. CEPA’s through EPI will now be able to offer this strategic alliance partner’s services as a quality solution in their practice.
“We are excited to announce EPI’s new partnership with V-Rooms. Our alliance will add another quality tool in our CEPA members’ toolbox that they can implement and start utilizing immediately.” – Scott Snider, VP Exit Planning Institute.
“This new partnership with EPI, in providing confidential document repository platforms for their CEPAs’ clients, further exemplifies the expanding need for secure document exchange between trusted parties.” said Dan Bradbary, Founder and CEO of V-Rooms. “We are excited to work with EPI in providing this service to their members.”
About the Exit Planning Institute
The Exit Planning Institute (EPI) delivers innovative learning experiences, performance-enhancing resources and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve educational and resource needs of accountants, financial planners and wealth managers, attorneys, commercial lenders, M&A advisors, management consultant, ESOP and family business advisors amongst other advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing educational credits with six major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.
Exit Planning Institute Media Contact
Scott Snider, Vice President, PH 216-712-4244, [email protected]
V-Rooms™ provides a cloud-based, customizable virtual data room (VDR) solution that is designed to streamline document management, collaboration, exchange and archiving for financial, legal and corporate professionals. The V-Rooms™ Sofware-As-A-Service (SAAS) secure document portal facilitates the secure exchange of sensitive information providing compliant and auditable transactions. V-Rooms™ enables the acceleration of complex, information-intensive processes while reducing the time and expenses associated with data distribution, courier, printing and travel. Additional information can be found at here.