Certified Exit Planning Advisor Program

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.

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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

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.

Earn Up to 34 Hours of Continuing Education Credits

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Upcoming CEPA Programs

Feb 12 - 16, 2018
May 21 - 25, 2018

May 21 - 25, 2018

Earlybird ends Mar 31

Chicago, IL

Aug 6 - 10, 2018

Aug 6 - 10, 2018

Earlybird ends Jun 30

San Diego, CA

Oct 15 - 19, 2018

Oct 15 - 19, 2018

Earlybird ends Aug 31

Phoenix, AZ

Nov 12 - 16, 2018

Nov 12 - 16, 2018

Earlybird ends Sep 30

Chicago, IL

Preparing for the Course

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.

Applicant Criteria

To qualify for the CEPA® designation, you must meet the minimum professional and education experience required.

Professional Experience Requirement:
Five years or more, full-time or equivalent, experience working directly with business owners as a financial advisor, attorney, CPA, business broker, investment banker, commercial lender, valuation advisor, estate planner, insurance professional, business consultant or a similar professional capacity.

Education Requirement:
Bachelor’s degree or equivalent from a qualifying institution. Note: Applicants without a qualifying degree must submit additional professional work experience.

Logistics & Pre-Reading

Every CEPA program offers breakfast and lunch each day for all attendees. Additionally, EPI has coordinated with facilities and venues to provide discounted room block options and to ensure that your experience is best-in-class.

Pre-Reading Materials:
Upon purchase, CEPA candidates will be shipped 3 books which must be read prior to arriving at the program: Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, The Master Plan: Exit Strategy for Successful Business Owners, and The $10 Trillion Opportunity.

Contact Drew English for additional details and candidate resources available.

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Program Fees

The CEPA Five-Day Program Fee is $5,695 (earlybird discount: $4,695), which includes:

  • CEPA Program Manual
  • CEPA Study Guide with review questions and practical applications
  • CEPA Certification Exam Fee
  • Three-Year Certification (upon successful completion of exam)
  • First Year of Credentialed Membership Dues
  • 3 Books
  • EPI Turnkey Marketing Toolkit
  • Five days of breakfasts, lunches, service breaks, and one full-service evening CEPA social mixer

You can opt-out of the fifth day of training if you are not interested in learning marketing and implementation planning models. Call for details.

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Membership Benefits

Your membership with the Exit Planning Institute will provide you with powerful member benefits, available only through EPI, including the knowledge, tools, and skills you will need to deliver exemplary exit planning strategies, advice, and support for your clients.  Your purchase of the Certified Exit Planning Advisor program includes your first year of Credentialed Membership dues; Mastermind and Owner Engagement membership options are available for upgrade.  Explore your benefits by clicking below.

Credentialed Member Benefits