Through the Certified Exit Planning Advisor (CEPA) credential, the Exit Planning Institute provides professional advisors with the content, tools, and training needed to gain more access to business owners, strengthen relationships, and become the most valued advisor.

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 Our MethodologyDownload 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

CFP®, CEPA®, CVGA® | CEO of Heritage Investors, Author, and Founder of

“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® Credits

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


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?

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More Exit Planning Content

Value Advisor Whitepaper

Value Advisor Whitepaper

EPI recently interviewed 13 value advisors within the exit planning community. See how understanding the unique world of value creation is paramount to an owners successful transition.

Read More

CPA Playbook

CPA Playbook

How do CPAs help business owners build something significant and align personal and financial goals? Download the CPA Playbook for the client engagement tool you're missing.

Download Now

Fishing for Value

Fishing for Value

This short story about succession planning, business growth and exit is a realistic and practical tale based on hundreds of real-life business owner experiences.

Download eBook



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