Certified Exit Planning Advisor Program

SAN DIEGO, CA

CEPA Program Overview: San Diego, CA


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 Explore Venue

 

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.

Unsure if you qualify for the CEPA designation? See Applicant Criteria Now.

 


“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.  Register today.

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.

 

Keith Apton

Keith Apton

ESOP Exit Strategy

Link with Keith

Kyle Danner

Kyle Danner

Family Transitions

Link with Kyle

Justin Goodbread

Justin Goodbread

Financial Planning for Owners

Link with Justin

Sean Hutchinson

Sean Hutchinson

Exit Options Analysis

Link with Sean

Julie Keyes

Julie Keyes

Importance of Teams

Link with Julie

Bobby Kingsbury

Bobby Kingsbury

Understanding Private Equity

Link with Bobby

Laura Malone

Laura Malone

Charitable Planning for Owners

Link with Laura

Joseph Sands

Joseph Sands

M&A and Third Party Sales

Link with Joe

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

Advance Estate Planning

Link with Joe

 

CEPA allows me to market myself as an expert

CEPA allows me to market myself as an expert

-Valuation Analyst, CEPA since 2016

The credibility & recognition adds value to my practice

The credibility & recognition adds value to my practice

-Exit Planner, CEPA since 2009

There is no more recognized name in the exit planning space

There is no more recognized name in the exit planning space

-HighTower Advisor, CEPA since 2013

 

Experience Top Learning Venues


To ensure the best learning experience possible, Exit Planning Institute (EPI) hosts the five-day CEPA program at premier learning centers with convenient high-quality hotel accommodations across North America. The 2020 San Diego CEPA Program is hosted at the luxurious Estancia La Jolla Hotel & Spa’s Learning Theater.  Aside from offering attendees premier hospitality and accommodations, Estancia is a quick commute to nearby beaches, amenities, restaurants, and more to ensure your week at CEPA is rewarding intellectually and personally.

 

Estancia La Jolla Hotel & Spa

  • Address: 9700 North Torrey Pines Rd., La Jolla, CA 92037
  • Phone: (855) 430-7503
  • Special Group Rate for CEPA Attendees: $269.00 / Standard Deluxe Room *Rate expires September 18

 

Room Rate

 

Recommended Airport: San Diego International Airport (SAN)

3225 N Harbor Dr., San Diego, CA 92101
Distance from Hotel: 23 min (15 miles)