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
To qualify for the CEPA® designation, you must meet the minimum professional and education experience required.
Professional Experience Requirement:
Five years or more, full-time or equivalent, experience working directly with business owners as a financial advisor, attorney, CPA, business broker, investment banker, commercial lender, valuation advisor, estate planner, insurance professional, business consultant or a similar professional capacity.
Bachelor’s degree or equivalent from a qualifying institution. Note: Applicants without a qualifying degree must submit additional professional work experience.
“Attending the CEPA program and getting the credential has taken my practice to an entirely new level.”
-BNY Mellon Wealth Manager, CEPA