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  • Learn About CEPA

    Program Overview

    Learn all about the CEPA® program and how to become your client’s most trusted advisor. →

    Register for CEPA

    Register for upcoming CEPA® courses and take the first steps toward your Value Acceleration journey. →

    Testimonials

    Hear from real individuals about how Exit Planning Institute® and the Certified Exit Planning Advisor designation have transformed their daily practice and resulted in better outcomes for clients. →

    Download the CEPA Brochure

    Read our comprehensive guide on all things CEPA®.

    The Value Acceleration Methodology

    Learn about this crucial exit planning methodology and the foundation of EPI’s philosophy.

    Organizations that Approve CEPA

    Find out which organizations approve of the CEPA® designation.

    Member Benefits

    Explore all the EPI benefits you can leverage as you embark on your CEPA® journey.

    Meet the CEPA Faculty

    Meet our EPI CEPA® Faculty instructing our CEPA courses, and learn more about these leaders in the space.

    FAQ

    Find answers to your frequently asked CEPA® questions here.

  • Courses

    Featured Courses

    CEPA® EXAM Prep Course →

    Empowering Conversations with Business Owners →

    Implementing Value Acceleration as a Financial Advisor →

    View All Courses

    View the complete course collection →

    Tax Planning For Business Transitions

    Deep dive into the tax side of M&A deals, positioning your client to mitigate tax costs when it comes time to exit.

    Academy Faculty

    Meet the leadership instructing our EPI Academy courses.

    Conducting Effective Client Workshops

    Hear EPI CEO Christopher Snider’s insight on hosting productive and engaging client workshops through the Value Acceleration Methodology™.

    About the Academy

    Learn more about EPI Academy, your one-stop destination for exit planning education.

    EPI Academy Bundle

    Discover course bundles to help bolster your exit planning knowledge on vital topics or build your own preferred bundle.

  • Chapters
    Explore Full Network
    Atlanta
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    Central Ohio
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    Conejo Valley
    Denver
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    San Diego
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    Southeast Michigan
    St. Louis
    Twin Cities Metro Area
    Utah
    Washington, D.C.
    Wisconsin
  • Events

    The Exit Planning Summit

    Take a deep dive into the premier exit planning event, bringing together advisors from across the globe for networking and education. →

    Webinars

    Learn more about EPI-hosted webinars, providing a wealth of expert knowledge on a variety of exit planning topics for CEPA®s and non-CEPAs. →

    CEPA Mastermind Groups

    Learn more about these interactive networking and best practice groups, for CEPA®s only.

    Growth and Impact Week

    An in-person, two-day experience designed for advisors and business owners committed to growth and long-term value creation.

    Full Event Calendar

    Keep track of all the events happening at EPI, and find one near you.

    CEPA Mastery Winter Retreat

    An exclusive winter retreat for CEPA Mastery members to connect, recharge, and deepen their mastery of exit planning.  

    CEPA Immersion Events

    Hands-on training to deepen advisor impact and strengthen business owner relationships.

  • Resources

    State of Owner Readiness

    Find the latest results from EPI’s State of Owner Readiness™ Report, offering unique business owner insight nationally. →

    Annual Exit

    Discover the first-of-its-kind exit planning magazine, where both advisors and non-advisors alike can find a wealth of interesting articles and industry insights. →

    Free Content Library

    Explore EPI's free library of case studies, white papers, and infographics to help advisors build strategies, educate clients, and sharpen exit planning skills. →

    Recommended Reads

    Check out EPI’s recommended exit planning reads, with contributions from leaders in the space.

    Mastering the Market

    Find our collections of business review pieces, written by experts with a commitment to leadership and excellence.

    State of Owner Readiness Regional

    Find results from various regional State of Owner Readiness™ Reports, with various regional insights from business owners.

    Exit Planning Blog

    Read weekly blogs on various exit planning topics, with frequent contributions from industry thought leadership.

    Exit is Now Podcast Network

    The Exit is Now podcast network features industry leaders, CEPA®s, and experts sharing insights on value creation and exit planning to help advisors and business owners succeed.

    Partner Network

    Meet EPI’s Partner Network and learn more about these various exit planning leaders.

    Find a CEPA

    Connect with a Certified Exit Planning Advisor (CEPA), a professional trained to help business owners accelerate growth, build value, and align personal and financial goals for a successful exit.

    Walking to Destiny

    Bridge the gap between owners and advisors with the foundational framework handbook to exit planning and the Value Acceleration Methodology™

  • About EPI

    About EPI

    Learn all about the people and history behind Exit Planning Institute®. →

    Purpose Statement

    What drives EPI? Read more about EPI’s vision and purpose. →

    Videos

    Browse and watch a variety of educational and entertaining exit planning videos.

    Thought Leadership

    Meet the EPI Thought Leadership Council, featuring exit planning experts across the industry.

Download Our CEPA Brochure
Download Our CEPA Brochure
Download Our CEPA Brochure
  • CEPA
    • Download the CEPA Program Brochure
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  • Events
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  • Chapters
    • Explore Full Network
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  • Resources
    • Walking to Destiny: The Value Acceleration Handbook
    • State of Owner Readiness
    • Exit Planning Blog
    • Free Content Library
    • Videos
    • Find a CEPA
    • Exit is Now Podcast
    • Recommended Reads
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    • Mastering The Market
    • Annual Exit Magazine
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Pending Profile Information

image: View Link
name: Amy
lname: Ahrens
email: amy.ahrens@onedigital.com
state: Tennessee
phone: +18656901155
postal_code: 37922
website: View Link
designations__text_: CEPA®, CFP®, ChFC®, Series 65, Value Builder™
advisor_type: Financial Advisor
city: Knoxville
display_country: United States
company_name: OneDigital Financial Services
markets_served: Dentists, Auto Repair businesses, Service Based Business
profile_description: As a Wealth Advisor and Comprehensive Financial Planner, I work with clients to identify their financial goals and create actionable strategies to achieve them. My approach is comprehensive and holistic—whether developing detailed financial plans, structuring business exit strategies, implementing retirement solutions, or optimizing investment allocations. I work collaboratively with CPAs, estate planning attorneys, and insurance professionals to help ensure all aspects of my clients' financial lives work in harmony. For business owners, I bring specialized expertise in viewing their company as a strategic asset within their broader wealth management plan. My focus is on strategy, integration, and helping clients see the complete picture of their financial future.Disclosures: https://www.onedigital.com/disclosures/

">View Link
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Exit Planning Institute.
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