The Certified Exit Planning Advisor® (CEPA®) Program, created in 2007, is the only program of its kind. Developed by nationally recognized experts in the field of exit planning, this 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 unique practice.
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.
Exit planning reinvents the way you look at yourself as an advisor (whether you plan to add exit planning as a service or not). After completion of the CEPA Program, you will have taken the critical step toward becoming the Advisor of the Future, transforming your relationships with every single business owner client. From there, if you head down the path of becoming an exit planning Value Advisor, you will have the ability to oversee the development and implementation of the business owners Master Plan and act as the ‘quarterback’ or project manager of the advisory team, bringing in fellow professional advisors throughout the process.
“Far superior to other programs”
As a result of my education and certification from EPI, I am much better prepared to work in the exit planning market. In addition, the materials and educational support I receive on an ongoing basis from EPI is far superior to other programs that specialize in this market.
- Jan Graybill, CFP®, CLU, ChFC, CEPA®, MSFS, CEO & Managing Partner of Legacy Planning Partners
Looking for education, not “glitzy marketing”
I am glad I picked EPI over the competition because I was looking for educational based information and not glitzy marketing of exit planning. I feel EPI provided what I was looking for. My challenge now will be how to free up my legal practice enough to start implementing this into my practice.
- Anonymous CEPA since 2018, Attorney at Law
“CEPA is a differentiator for me”
I have worked to integrate different CEPA principles into my own company that have helped to move the needle internally. I have also worked to expand my network of professionals to team up with and refer with in the future. The CEPA is a differentiator for me in my area of practice, which has already opened up some new opportunities.
- Matthew R. Barrette, CEPA®, Senior Financial Consultant at Market Square Advisors
“The process is going to supercharge my practice”
CEPA is exactly what I have been looking for now for years. I am working, and have been for years, as a ‘Quarterback'. I have written about this process in many national publications. The process is going to supercharge my practice! A sincere thank you!!!
- Justin Goodbread, CFP®, CEPA®, Founder of Heritage Investors, Contributor to Forbes Finance Council, and Author of Financially Simple
“As a CPA, nothing is more important than exit planning.”
For any CPA considering this, my comment to them would be that above all of the things that CPA’s do for their clients, nothing is more important than exit planning. A successful exit is the ultimate service a CPA can help provide to their clients.
- Bill Kenedy, CPA/ABV, CFF, CEPA®, Partner at Lutz & Company PC
“The best exit planning designation out there”
This is the best exit planning designation out there. You get a great education through the class and you get continued support from the staff and the network that you get to know through the program.
- Brett Spencer, CFP®, CEPA®, Financial Planner at D3 Financial Counselors