The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam. The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To learn more, visit www.EarnCEPA.com.
CEPA Chicago | Class of 2018
Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community!
Angelo Amitsis, UBS Financial Services, Inc., New Jersey
Rob Collins, Collins Law Office, P.A., Minnesota
John Daly, UBS Financial Services, Inc., Kentucky
David Demarest, UBS Financial Services, Inc., Kentucky
The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners. We view exit planning as a strategy, not an event.
EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.
Only 2 out of every 10 businesses that come to market actually sell. We want to increase the number of saleable businesses.
Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there. We want to improve those intergenerational transitions.
Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business. We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.
EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.
Our Exit Planning Philosophy Exit planning is business strategy. Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business…
As the need for exit planning becomes more prevalent to business owners, the need for high caliber advisors rises as well. Over the past three years, the exit planning marketplace…
It is my pleasure to introduce our 2018 Exit Planning Summit Title Partner: BNY Mellon Wealth Management! BNY Mellon Wealth Management strives to work collaboratively with advisors and owners to…
The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners. We view exit planning as a strategy, not an event.
