Certified Exit Planning Advisor Program

CHICAGO, IL

CEPA Program Overview: Chicago


The Certified Exit Planning Advisor (CEPA) Program, created in 2007, is the only program of it’s kind. Developed by nationally recognized experts in the field of exit planning, this 4-day executive MBA style program is taught by a faculty of nationally recognized experts in their respective fields. The CEPA Program offers professionals an innovative learning experience, performance-enhancing resources, and the strategic tools to help them advance their exit planning practice.

Participants who successfully complete the CEPA program, and pass the closed book proctored exam, receive the Certified Exit Planning Advisor / CEPA credential. The CEPA program now qualifies for continuing educational credits with twelve major professional associations. This makes the CEPA program the most widely accepted and endorsed professional exit planning program in the world.


EPI Value Acceleration Methodology


Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology™ is the process taught at the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. The process consists of three major components, referred to as the “three legs of the stool”: 1) Maximizing business value 2) Personal financial planning, and 3) Life after business planning. The process teaches that exit strategy is business strategy. It is about building, harvesting, and preserving family wealth for generations to come and integrating best in class business practices into daily operations. The Methodology focuses on enterprise value and is a revenue producing model for professional advisors as well as a common language for all parties from all specialties navigating the exit planning conversation.

The CEPA Program is the only exit planning credentialing program taught by a diverse team of 13+ experts. Why? A single advisor cannot understand every facet of exit planning with deep expertise. Each exit planning advisor has a certain expertise or service they provide within the exit planning engagement. While you certainly maintain an important role, it is critical to surround yourself with like-minded experts with complementary strengths, so you can truly serve an exiting owner’s holistic needs.

Meet The Expert Faculty

VALUE ACCELERATION METHODOLOGY

The EPI Value Acceleration Methodology™ is the overall process taught in the Certified Exit Planning Advisor (CEPA) Program.  The Methodology creates a Master Plan for the business owner which integrates business, personal, and financial goals into their exit strategy. This process consists of three major components, referred to as the “three legs of the stool”: 1) Maximizing Business Value 2) Personal Financial Planning, and 3) Life After Business Planning.  The process teaches that exit strategy is business strategy.  It is about building, harvesting, and preserving family wealth for generations to come; and integrating best-in-class business practices into daily operations.  The Methodology focuses on enterprise value and is a revenue producing model for professional advisors.  It is also being adopted as industry-wide best practice by many leading organizations and has been featured on international platforms.

Instructors


Chris Snider
Gordon Bell
Judi Cunningham
Andy Manchir

Andy Manchir

ESOPS as an Exit Strategy

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Laura Malone

Laura Malone

Integrated Charitable Intent

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Brooke Norman

Brooke Norman

Integrated Marketing Strategy

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Joe Sands

Joe Sands

3rd Party Sales & the M&A Process

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Amy Wirtz

Amy Wirtz

Importance of Teams

Connect with Amy