ADVISORS WE SERVE

"I have worked to integrate different CEPA principles into my own company that have helped to move the needle internally."

"I have other designations, and this was by far the most well-organized and presented education material I've seen. I am also blown away by the support and resources after the fact as well."

"I am working, and have been for years, as a 'Quarterback'. I have written about this process in many national publications. The process is going to supercharge my practice! A sincere thank you!!!"

"As a result of my education and certification from EPI, I am much better prepared to work in the exit planning market."

"I think the CEPA methodology and framework open a totally new perspective for an advisor. It is not just the knowledge: it's the mindset, the way you look at things and the value that you can bring to a business owner in the moment you become a credible counterpart."

"I have been in the business for 32 years and have the CFP®, ChFC®, AIF®, and a few other designations. I want you to know that the CEPA® program is my favorite of all time."

"Going through the program has given me an early edge in understanding and educating potential acquisition partners."

"One of the most professional and beneficial credentialing programs I have been through. As a comprehensive financial planner, this will help me better serve my clients and prepare them for their business exit. Thank you so much!"