Credentialed Membership Benefits
Become the Next Value Advisor through CEPA
The Certified Exit Planning Advisor™ (CEPA™) is not just another credential; it is a solution. CEPAs learn how to use the Value Acceleration Methodology™ and how to advise business owners and their families on action plans and strategies that address the “three legs of the stool.” Credentialed Membership is exclusively available to professional advisors who are in pursuit of or have earned CEPA designation.
NOTE: Advisors who are interested in earning the CEPA and would like access to larger support on topics of business development implementation, ongoing webinar training with CE credit, or monthly mentoring, should consider the Full Membership package.
Credentialed Member Benefits:
Professional Designation & Advisor Tools
- The Certified Exit Planning Advisor™ (CEPA™) Credential
- Licensed use of the Value Acceleration Methodology™
- Practice “Launch” Tool Kit with sample engagement letters, presentations, report templates, etc. NEW
- EPI surveyed billing data and pricing models NEW
- Discounts on Alliance Partner Products and Services
Marketing Tools & Awareness Campaigns
- Exit Planning Specific Integrated Marketing Strategy Template NEW
- Downloadable Quarterly Personalized eNewsletters NEW
- National CEPA Exposure through EPI PR, Media, and Awareness Campaigns NEW
- Regional Owner-Targeted Marketing and Awareness Campaigns NEW
- Public Profile in the EPI Member Directory
- Opportunity to be listed in the EPI Speakers Bureau NEW
- Downloadable Value Acceleration Methodology web & marketing content
- Certified Exit Planning Advisor (CEPA) Seal and EPI Logo
- Unlimited access to EPI Online Content Library
Interactive Support & Business Development Networks
- Monthly Best Practices Mastermind Roundtable Virtual Group NEW
- Unlimited email access to the Master Mentorship Network for professional advice and questions NEW
- Speaking opportunities at local EPI events, Chapter Meetings, and Owners Forum NEW
- EPI Member LinkedIn Groups & Discussion Forums moderated by EPI Mentors & Leadership NEW
- Discounts on local EPI Chapter Meetings
Continuing Education (CE) & Research
- Discounts on all NACVA Live Programs and Events NEW
- Registration for & Access to recordings of EPI Public Webinar Series
- Major Projects and Industry Reports, including the State of Owner Readiness™ Survey
- Unlimited access to Professional Education Archives
- Discounts on all EPI Programs, Events, and Books (excluding CEPA Training)