BECOME YOUR CLIENT’S MOST
VALUED ADVISOR

The Exit Planning Institute, provides financial advisors, accountants, consultants, and other advisors of business owners with the crucial education to differentiate themselves, add value to their existing client relationships, and attract new business to their firm.

The Exit Planning Institute


Formed in 2005 to serve educational and resource needs of professional business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely endorsed professional exit planning program in the world.

Learn More: Exit Planning SummitDownload CEPA BrochureWhat is the CEPA Credential?

“If you want to work with business owners, the CEPA designation is essential”

“The CEPA designation is one of the most valuable and useful designations I have in working with business owners. It gave me a knowledge base, vocabulary and process to speak with any Business Owner with confidence. If you want to work with business owners, the CEPA designation is essential.”

Charles M. Jarrett

CFP®, CPWATM, CEPA, CIMA®, ChFC, CLU, CRPC® | Private Wealth Advisor at Merrill Lynch Private Bank & Investment Group Senior Vice President

“An instrumental tool I use when working with business owners”

“The CEPA program continues to be an instrumental tool I use when working with business owners. It has been an honor to educate as a faculty member and meet the new CEPA graduates. Our advisors continue to integrate the foundation of the Exit Planning Institute into our conversations with clients.”

Justin Goodbread

CEPA, CFP®, CVGA | President of WealthSource

“Intuitive, concise, and helpful.”

“As a former institutional investor and equity research analyst, I found the Value Acceleration Methodology intuitive, concise, and helpful. It is a great distillation of value enhancers for almost any business. What I took the most out of though, was the team nature of providing services and how to best help on the personal side.”

Erin Niehause

CEPA, CFP® | Vice President, Private Banking JPMorgan

“Useful and engaging”

“CEPA Masterclass is by far the most useful and engaging content I’ve studied of any designation.”

Michael Sheppard

CFP®, CPFA, CEPA | 2nd Managing Partner at IronwoodDrive Financial Group

“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

MS, CFP, CEPA | Financial Advisor - Impact Financial

“CEPA gave me a better vocabulary to use with business owners”

“I have been doing exit planning since 2006 but did not call it Exit Planning at the time. CEPA gave me a better vocabulary to use with Business Owners to have more in-depth conversations. It also gave me a framework and process to talk through with Owners. My conversations went from messy to more succinct by going through the CEPA program.”

Andrew "Drew" McLaughlin

Financial Advisor at UBS Private Wealth Management

Approved for up to 21.5 CPE Hours
& 14.5 CFP® Hours

CEPA Program Overview

Most Widely Endorsed & Accepted Exit Planning Designation


The Certified Exit Planning Advisor® (CEPA®) program is the most highly regarded exit planning credential in the marketplace today, accepted for continuing education credits by 12 major professional designations and endorsed by over 15 national organizations. The CEPA five-day credentialing program is offered at multiple training centers across the country. Advisors who earn the CEPA designation have the ability to holistically serve business owners’ needs regardless of the timing of their exit.  CEPAs lead teams, enable educated decisions, and create positive change and successful exits for their clients. Advisors leave the CEPA program as more than they entered it.  They transform into the Advisor of the Future.
Reinvent yourself with exit planning.

Review Full Program OverviewDownload CEPA Brochure

THE STATE OF OWNER READINESS

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20%-30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready are business owners?

Download the Research

More Exit Planning Content


Read the latest research, case studies, infographics, and whitepapers pertaining to Exit Planning and business value growth strategies.

 

UNDERSTANDING YOUR BUSINESS VALUE WHITEPAPER

UNDERSTANDING YOUR BUSINESS VALUE WHITEPAPER

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit

Request the Whitepaper

DECENTRALIZING THE BUSINESS OWNER

DECENTRALIZING THE BUSINESS OWNER

Do you know the risks with a business that is completely dependent on the owner?

Request the Infographic

EXIT PLANNING 5-4-3-2-1 WHITEPAPER

EXIT PLANNING 5-4-3-2-1 WHITEPAPER

Five Things Every Business Owner Must Know About Exit Planning

Request the Whitepaper

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CEPA

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