Certified Exit Planning Advisor Program


CEPA Program Overview: Phoenix, AZ

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



Complete faculty lineup will be announced soon. Explore full faculty directory by clicking here.


Sean Hutchinson

Sean Hutchinson

Exit Option Analysis

Link with Sean

Laura Malone

Laura Malone

Integrated Charitable Intent

Link with Laura

Scott Snider

Scott Snider

Marketplace Trends

Link with Scott


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 Arizona CEPA Program is hosted at the luxurious Marriott Resort Phoenix Tempe at The Buttes. Aside from offering attendees premier hospitality and accommodations, Marriott Resort Phoenix Tempe at The Buttes is a quick commute to nearby amenities, restaurants, and more to ensure your week at CEPA is rewarding intellectually and personally.


Marriott Resort Phoenix Tempe at The Buttes

  • Address: 2000 W Westcourt Way, Tempe AZ 85282
  • Phone: (602) 225-9000
  • Special Group Rate for CEPA Attendees: $219/night *Rate expires September 20 (or when room block fills)


Recommended Airport: Phoenix Sky Harbor International Airport (PHX)

  • 3400 E Sky Harbor Blvd. Phoenix, AZ 85034
  • Distance from Hotel: 7 min (3.9 miles)