The Certified Exit Planning Advisor (CEPA) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn’t change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit.
Earning CEPA is for those that want to:
Differentiate yourself from the competition
Gain greater access to business owners
Become essential to a business owner’s advisory team
Have deeper and more holistic conversations with owners
Grow your referral network of professional advisors
Access hundreds of marketing and business development tools
Want to learn more? Download CEPA Brochure
“Attending the CEPA program and getting the credential has taken my practice to an entirely new level.”
-BNY Mellon Wealth Manager, CEPA
