Certified Exit Planning Advisor Program

DALLAS, TX

CEPA Program Overview: Dallas, TX


The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools to help them advance their practice in a transitioning marketplace.

Learn Methodology Meet the Faculty Explore Venue

 

The Most Accepted & Endorsed Exit Planning Program in the World

Participants who successfully complete the CEPA program and pass the closed book proctored exam receive the Certified Exit Planning Advisor (CEPA) credential and earn up to 34 continuing education credits with twelve major professional associations.

Unsure if you qualify for the CEPA designation? See Applicant Criteria Now.

 


“You want to have the best credentials in the industry.”

-Vincent Mastrovito, CEPA Class of 2017

 

How has the CEPA program benefited other professional advisors like you?  This top-rated professional development program has been described as “far superior to other programs” and “more than a glitzy marketing tool.”  As an education company dedicated to bringing you the best content and training in the industry, we strive to deliver an unmatched experience that will “supercharge your practice” and give you a competitive edge in a changing marketplace.  We invite you to join the CEPA community and experience the impact of our best-in-class education, thriving local, national, and global network, and ongoing practice support.

Exit planning is a core competency for advisors of the future.  If you work with business owners today, becoming a CEPA will benefit your practice regardless of your specialized discipline.  Register today.

Earn Up to 34 Hours of Continuing Education Credits

Earn CE Credits Now

The Value Acceleration Methodology


Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.

Exit planning is not just a plan. It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready.  It aligns the business, personal, and financial needs of the owner. Certified Exit Planning Advisors (CEPA) are educated on how to create and communicate all of the exit options available to an owner.  Being versed in the Value Acceleration Methodology enables an advisor to enter an engagement with an exit-option-agnostic perspective as to truly serve the business owner’s diverse needs. During and post-program, CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project.  Want to get ahead on your pre-reading?  Download the Value Acceleration Methodology origin story and case study now.

 

Download 'The Perfect Exit' Chapter

 


Faculty


 

Mike Foltz

Mike Foltz

Financial Planning

Link with Mike

Ken Haffey

Ken Haffey

3rd Party Sales

Link with Ken

Sean Hutchinson

Sean Hutchinson

Exit Option Analysis

Link with Sean

Laura Malone

Laura Malone

Integrated Charitable Intent

Link with Laura

Andy Manchir

Andy Manchir

ESOPs as an Exit Strategy

Link with Andy

Scott Miller

Scott Miller

Business Valuation

Link with Scott

Ken Sanginario

Ken Sanginario

Value Enhancement

Link with Ken

Scott Snider

Scott Snider

Marketplace Trends

Link with Scott

Joe Strazzeri

Joe Strazzeri

Advanced Estate Planning

Link with Joe

Amy Wirtz

Amy Wirtz

Importance of Teams

Link with Amy

 

CEPA is a differentiator for me

CEPA is a differentiator for me

-Matthew R. Barrette, CEPA, Wealth Manager, Market Square Advisors

As a CPA, nothing is more important than exit planning.

As a CPA, nothing is more important than exit planning.

-Bill Kenedy, CPA/ABV, CFF, CEPA, Partner at Lutz & Company PC

Far superior to other programs

Far superior to other programs

-Jan Graybill, CFP®, CLU, ChFC, CEPA, MSFS, CEO & Managing Partner of Legacy Planning Partners

 

Experience Top Learning Venues


To ensure the best learning experience possible, Exit Planning Institute (EPI) hosts the five-day CEPA program at premier learning centers with convenient high-quality hotel accommodations across North America. The 2019 Dallas CEPA Program is hosted at the luxurious Omni Dallas Hotel Park West. Aside from offering attendees premier hospitality and accommodations, Omni Dallas Hotel Park West is a quick commute to nearby amenities, restaurants, and more to ensure your week at CEPA is rewarding intellectually and personally.

 

Omni Dallas Hotel Park West

  • Address: 1590 LBJ Freeway, Dallas TX 75234
  • Phone: (972) 869-4300
  • Special Group Rate for CEPA Attendees: $179/night *Rate expires January 10 (or when room block fills)

 

Recommended Airport: Dallas/Fort Worth International Airport (DFW)

  • 2400 Aviation Dr, DFW Airport, TX 75261
  • Distance from Hotel: 16 min (12 miles)