EXIT PLANNING CERTIFICATION COMPARISON

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.

The CEPA credential is earned after the completion of a 5-day virtual Masterclass or 4-day in-person CEPA Executive Experience and successfully passing the closed-book proctored CEPA exam. Prior to attending a CEPA Program, candidates receive Pre-CEPA exam preparation sessions with CEPA faculty and onboarding sessions with the EPI Member Experience team.

• Assessing Personal and Personal
  Financial Preparedness
• Exit Planning Process and Value
  Acceleration Methodology Overview
• Financial Planning for Business Owners
• Advanced Estate, Tax, and Charitable Intent
• Assessing Business Readiness
• Introduction to Value Enhancement
• Exit Planning Deliverables
• Basics of Business Valuation
• Executing Exit Strategies and 90-Day Sprints
• Creating and Delivering Action Plans
• Exit Options Analysis
• External Exit Options
• Understanding Private Equity
• Third-Party Sales and the M&A Process
• Internal Exit Options
• ESOPs as an Exit Strategy
• The Importance of Teams
• Family Succession Planning

CEPA Masterclass is approved for up to 21.5 CPE Hours and 14.5 CFP ® Credits

In-Person CEPA Executive is approved for up to 34 CPE Hours as follows:

• ASA receive 18 CE Credit hours
• CBA receive 32 CPE hours
• CBI receive 10 CE Credit hours
• CFP® receive 17 CE Credit hours
• CIMA receive 29 CE Credit hours
• CIMC receive 29 CE Credit hours
• CM&AA receive 34 CPE hours
• CPA receive 32.5 CPE hours
• CPWA receive 29 CE Credit hours
• CVA receive 32 CPE hours
• MAFF receive 32 CPE hours

Must have a qualifying designation and currently serve business owners in an advisory capacity.

The CExP is a three-part program. First, advisors must attend an in-person or virtual Boot Camp for Advisors™. Second, they complete nine virtual modules in the Advance Exit Planning Series and pass knowledge exams after each module. The final section of this program is to successfully pass the case study exam to earn the CExP credential.

• Understanding and Identifying Owner Objectives
• Quantifying Business and Personal Financial Resources
• Maximizing and Protecting Business Value
• Ownership Transfers to Third Parties
• Ownership Transfers to Insiders
• Business Continuity
• Personal Wealth and Estate Planning
• Family Business Planning
• Deferred Compensation

Boot Camp for Advisors™: Between 9.5 – 12 CPE Hours for CPAs, and 5 – 8 CFP ® Credits depending on whether they attend a virtual, live stream, or in-person Bootcamp.

Advanced Exit Planning Series: After completing all nine modules in the series, attendees receive up to: 

41 CPE Hours 

20.5 CFP ® Credits

Must have a qualifying designation and currently serve business owners in an advisory capacity.

To earn the CBEC credential, candidates must complete a three-part program. First, attendees complete an online Pre-Work ‘Core Concepts of Exit Planning’ course. This online workshop is the first ten hours of training delivered through twelve (12) online modules. The CBEC credential is earned after the completion of nine weekly webinars, a two-day review session, and successfully passing the CBEC Exam, either in person or online in a proctored form. In order to complete the CBEC designation requirements, attendees must complete and submit a full exit plan for review and approval.

• Program Orientation: What You Will Learn
• Private Capital Markets & Middle Market Strategies
• Business Owner Mental Readiness & The Value Gap
• Business Valuation
• Midterm Review & Exam –confirming Key Learning
• ESOP & Internal Transfers
• Management Team Incentive And Retention & Capstone Presentation
• Pulling It All Together: Review And Exam Prep
  
  • Exam — Choice Of Live Or Via Proctored Web Meeting

The CBEC Program is approved for up to 18.5 CPE Hours and 17 CFP ® Credits.