Meet our Newest Certified Exit Planning Advisors

A Mid-Year Review

Meet our Newest Certified Exit Planning Advisors - A Mid-Year Review


In the first six months of 2021, we welcomed 516 New CEPAs from over 327 companies to the Exit Planning Institute community of advisors. Our community now reaches well over 2,600 Certified Exit Planning Advisors from across the globe. 

Learn a bit more about our advisors below. 

Where Are Our CEPAs From?

Between January – June 2021, we have educated advisors from eight countries! These include the United States of America, the United Kingdom, South Africa, New Zealand, Australia, Canada, Argentina, and Lebanon. 

In the United States, advisors and business professionals from 42 states successfully earned their CEPA credentials during the same time period! 

Is your state not represented in 2021 yet? Register for CEPA to help fill in our map! 

CEPA Demographics:

Of the 516 CEPAs we welcomed to the EPI community in the first half of 2021, 98 were women. This works out to about 19% of our 2021 CEPAs. According to the U.S. Equal Employment Opportunity Commission, in 2018, 57.7% of all employees in the Finance Industry were women. So, there is still work to do to get to gender parity in our CEPA community. 

Do you know a woman in the professional advisor field who would benefit from the Certified Exit Planning Advisor credential? Current CEPAs, refer a friend to the CEPA program and you both will receive a $100 credit towards EPI classes, products, and membership! Contact us for more information about our referral program and help us grow the CEPA community. 

Over a dozen types of professional advisors and business consultants have successfully earned their Certified Exit Planning Advisor credential in the first six months of 2021. The majority of our newest CEPAs are Financial Advisors and Wealth Managers, roughly 65% of this year’s CEPAs to be exact. Exit planning education is beneficial for a professional advisor who works with business owners in any capacity. The CEPA credential allows you to differentiate yourself from other professional advisors and provides you with the knowledge needed to have holistic conversations with business owners.  

Testimonials From Recent CEPAs

See what recent CEPAs are saying about their experiences in the Certified Exit Planning Advisor Program. 

“Very excited to now be armed with the whole value acceleration process and a network of advisors. CEPA Masterclass was very helpful both personally and professionally.”
CPA 

“I very much appreciate the process and methodology EPI has developed, along with the resources, tools, webinars, etc. I am looking forward to growing my practice and providing much more value to my current and future clients.”
CPA

“I learned more about business planning in the week of the class than I had prior in almost 10 years of financial services.”
– Financial Advisor

Michael S. Sheppard, Managing Partner, IronwoodDrive Financial Group, LLC

“This program exceeded my expectations. There’s more that goes into exit planning than I ever imagined. I feel more equipped to talk about this subject and feel confident that I know more than most advisors in this area of planning.”
– Financial Advisor

“I am fully embracing the CEPA certification into my practice. It has opened up new connections all over the United States.”
– Value Advisor

Learn More about CEPA Here

Congratulations to all of our new CEPAs. We hope you gained valuable knowledge on how to incorporate exit planning in your conversations with business owners. 


Want updates on the exit planning industry and direct access to our latest content?

Subscribe to our Newsletter Today!

Follow our socials for more exit planning content and strategies.