The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam. The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To learn more, visit www.EarnCEPA.com.
CEPA San Diego | Class of 2018
Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community!
Richard Andryc, UBS Financial Services, Inc., California [read more]
Ed Barkel, Lewis Roca Rothgerber Christie, Arizona [read more]
The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners. We view exit planning as a strategy, not an event.
EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.
Only 2 out of every 10 businesses that come to market actually sell. We want to increase the number of saleable businesses.
Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there. We want to improve those intergenerational transitions.
Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business. We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.
EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.
The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam. The CEPA designation is…
The 2018 Excellence in Exit Planning Awards is sponsored by BNY Mellon Wealth Management. Meet the Nine Nominees: Leading Exit Advisors "Doing Things Right" The exit planning profession poses…
It is my pleasure to introduce our 2018 Exit Planning Summit Title Partner: BNY Mellon Wealth Management! BNY Mellon Wealth Management strives to work collaboratively with advisors and owners to…
Implementing the CEPA Playbook
This three-module course is an expansion of the playbook and introductory call by the Exit Planning Institute that instructs advisors on the first 120-days post-CEPA program. Together with the creator of the playbook, President of EPI Scott Snider, the attendee will lay the foundation for implementing the training, tools, and knowledge into their practice as either a chargeable service, marketing strategy, or both.
Platform:EPI Academy
Style:Online / Self-Paced
CEPA Exam Prep Course
The CEPA Exam Prep Course is a recommended add-on course produced by the creators of the CEPA exam and is intended to fully prepare candidates to successfully pass their test with ease. Strengthen your knowledge of exit planning core concepts and expand your opportunities by receiving additional and exclusive insights from your CEPA faculty, along with your own study guide and sample test questions.
This course allows you to focus in on key areas prior to the start of your CEPA program and includes:
Course walkthrough, core concepts to know, test tips, and Q&A.
Both a physical and digital version of the CEPA Exam Prep Guide.
Already registered for CEPA, but still want to add on the Exam-Prep Course? Get it here.
The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners. We view exit planning as a strategy, not an event.
