CERTIFIED EXIT PLANNING ADVISOR

CREDENTIALING PROGRAM

Certified Exit Planning Advisor Program


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.

“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.

 

Download Program Brochure Explore Upcoming Programs


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.

Meet The Expert Faculty

 

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.


Earn Up to 34 Hours of Continuing Education Credits

Earn CE Credits Now

Upcoming CEPA Programs


The Most Widely Endorsed and Accepted Exit Planning Designation in the Marketplace [view CE credits]

Oct 15 - 19, 2018

Oct 15 - 19, 2018

Registration Closed [Phoenix, AZ]

Sold Out

Nov 12 - 16, 2018

Nov 12 - 16, 2018

Registration closes Nov 2

Chicago, IL

Apr 1 - 5, 2019

Apr 1 - 5, 2019

Earlybird ends Feb 28

Phoenix, AZ

May 6 - 10, 2019

May 6 - 10, 2019

Earlybird ends Mar 31

Chicago, IL

Jul 29 - Aug 2, 2019

Jul 29 - Aug 2, 2019

Earlybird ends May 31

Atlanta, GA

Oct 14 - 18, 2019

Oct 14 - 18, 2019

Earlybird ends Aug 31

Phoenix, AZ

Nov 11 - 15, 2019

Nov 11 - 15, 2019

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, and The $10 Trillion Opportunity.

Contact Jesse Hudson for additional details and candidate resources available.

Contact EPI

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
  • 2 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.

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

Membership Benefits


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.

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