Certified Exit Planning Advisor Program

CLEVELAND, OH

*Program has been relocated to a virtual classroom*

CEPA Program Overview: Cleveland, OH


The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools to help them advance their practice in a transitioning marketplace.

Learn Methodology Meet the Faculty

 

The Most Accepted & Endorsed Exit Planning Program in the World

Participants who successfully complete the CEPA program and pass the closed book proctored exam receive the Certified Exit Planning Advisor (CEPA) credential and earn up to 34 continuing education credits with twelve major professional associations.


“In a super-competitive industry, I believe it’s important to specialize and differentiate yourself from the competition.”

-BNY Mellon Wealth Manager, CEPA since 2016

 

How has the CEPA program benefited other professional advisors like you?  This top-rated professional development program has been described as “far superior to other programs” and “more than a glitzy marketing tool.”  As an education company dedicated to bringing you the best content and training in the industry, we strive to deliver an unmatched experience that will “supercharge your practice” and give you a competitive edge in a changing marketplace.  We invite you to join the CEPA community and experience the impact of our best-in-class education, thriving local, national, and global network, and ongoing practice support.

Exit planning is a core competency for advisors of the future.  If you work with business owners today, becoming a CEPA will benefit your practice regardless of your specialized discipline.

Earn Up to 34 Hours of Continuing Education Credits

Earn CE Credits Now

The Value Acceleration Methodology


Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.

Exit planning is not just a plan. It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready.  It aligns the business, personal, and financial needs of the owner. Certified Exit Planning Advisors (CEPA) are educated on how to create and communicate all of the exit options available to an owner.  Being versed in the Value Acceleration Methodology enables an advisor to enter an engagement with an exit-option-agnostic perspective as to truly serve the business owner’s diverse needs. During and post-program, CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project.  Want to get ahead on your pre-reading?  Download the Value Acceleration Methodology origin story and case study now.

 

Download 'The Perfect Exit' Chapter

 


Faculty


Complete faculty lineup will be announced soon. Explore full faculty directory by clicking here.

 

Dan Doran

Dan Doran

Basics of Business Valuation

Link with Dan

Ken Haffey

Ken Haffey

M&A and Third Party Sales

Link with Ken

Sean Hutchinson

Sean Hutchinson

Exit Options Analysis

Link with Sean

Bobby Kingsbury

Bobby Kingsbury

Understanding Private Equity

Link with Bobby

Laura Malone

Laura Malone

Charitable Planning for Owners

Link with Laura

Drew McLaughlin

Drew McLaughlin

Financial Planning for Owners

Link with Drew

Ken Sanginario

Ken Sanginario

Intro to Value Enhancement

Link with Ken

Scott Snider

Scott Snider

Exit Planning Reinvented

Link with Scott

Joe Strazzeri

Joe Strazzeri

Advanced Estate Planning

Link with Joe

Amy Wirtz

Amy Wirtz

Importance of Teams

Link with Amy

 

CEPA displays a heightened degree of professionalism

CEPA displays a heightened degree of professionalism

-39 Year Business Owner and Insurance Professional, CEPA since 2009

The best exit planning designation out there

The best exit planning designation out there

-Financial Planner, CEPA since 2016

CEPA has started the evolution of my business practice

CEPA has started the evolution of my business practice

-UBS Financial Advisor, CEPA since 2019