Exit Planning Institute - Find a CEPA

{custom_meta_description=Scott McCrea - - Edward Jones - Richboro, Pennsylvania, city=Richboro, profile_url=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/8_Unknown/Member%20Images/FA%20Photo%20-%20McCrea-1.jpg, display_country=United States, hs_object_source_detail_1=Find A CEPA (February 2025), profile_description=

, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=scott-mccrea, lname=McCrea, hs_object_source_id=enrollmentId:1555434351225;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20February%202025/McCrea-Scott-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-FEBRUARY.pdf, hs_createdate=1741359564815, state=Pennsylvania, id=24897820055, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Scott McCrea, member_profile_approval_flag=true, email=scott.mccrea@edwardjones.com, associated_contact_record_id=8578851, website=https://www.edwardjones.com/us-en/financial-advisor/scott-mccrea, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20February%202025/8826_McCrea_CEPA-Certificate-2025-February.pdf, is_editable=editable, pending_profile_information={"valuesForReview":{"profile_url":{},"name":"Scott","lname":"McCrea","email":"scott.mccrea@edwardjones.com","state":"Pennsylvania","phone":"2158361431","postal_code":"18954","website":"https://www.edwardjones.com/us-en/financial-advisor/scott-mccrea","designations__text_":"CFP, CEPA","display_country":"United States","profile_description":"

My role as a financial advisor and CERTIFIED FINANCIAL PLANNER® professional isn’t just about managing finances—it’s about helping clients live fully and align their financial choices with their values and life goals. I believe that financial preparation is, at its core, a lifelong journey rooted in understanding, empathy and respect for each client’s unique story. By listening closely and paying attention to the details that matter most, I work to empower clients in a way that goes beyond traditional financial advice.

My team of dedicated administrative, insurance and investment specialists shares my commitment to a proactive and relationship-centered approach. Together, we provide a service experience that is not only responsive but deeply personalized and attuned to each client’s evolving needs.

Growing up on a farm in the rural Midwest, I developed a strong work ethic and a belief in the value of working both hard and smart. Personal growth and continuous learning are guiding principles for me. I hold an MBA from Michigan State University and was honored with an academic award from Financial Executives International. My experiences studying abroad in China and Great Britain expanded my understanding of global perspectives and reinforced my love for travel and culture.

Beyond the office, I am dedicated to giving back to my community. I serve on the board of Valley Day School and actively support charitable initiatives focused on Autism, Epilepsy and Alzheimer’s awareness. I’m proud to raise awareness and funds for these causes, believing that contributing to the well-being of others adds meaning to my life and work.

My family is my foundation. I’m blessed to share my life with my wife, Bronwen, and our two children, Dylan and Sydney. Outside of my professional life, I enjoy hunting, tackling home projects, flying and spending quality time with family and friends. Growing up around small aircraft, I’ve always dreamed of building my own airplane, a project that remains high on my bucket list.

"}}, url_slug_2=scott-mccrea, impersonate_user_url=https://exit-planning-institute.org/member-detail/scott-mccrea?impersonation=true, user_profile_updates_pending_epi_team_review=false, full_name=Scott McCrea, hs_lastmodifieddate=1745439800842, phone=2158361431, company_name=Edward Jones, hs_object_id=24897820055, name=Scott, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=18954, hs_updated_by_user_id=61653109, status=Published}

PDF/Download

120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..

Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..

PDF/Download

UBS Approved Content

2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..

PDF/Download

2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..

Videos/Recordings

2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.

Videos/Recordings

2025 Webinar Series

Join us as EPI interviews our 2025 speakers about their experiences.

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..

Whitepaper

5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..

Whitepaper

PDF/Download

A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

Case Study

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Download the sample case study to use with business owner clients or in wor..

Courses

Access My Courses

Navigate to your purchased EPI Academy content.

PDF/Download

Whitepaper

Best-In-Class Whitepaper

At Exit Planning Institute® (EPI), being best-in-class is a deliberate choi..

Case Study

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.

Case Study: The Value of Transitioning a Business to its Employees

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..

Case Study

Case Study: The Value of Transitioning a Business to its Employees

A case study to help owner's determine the best course of action for their ..

Case Study

UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..

Infographic

PDF/Download

CEPA Development Scorecard

Track your progress and growth by completing the CEPA Development Scorecard..

View details and resources for your upcoming CEPA program.

Logos/Branding

Chapter Logos

Download your Chapter's logo to use in marketing or business development in..

Exercises

Template

Confidential Estate Planning Form

Use this document as a template for Confidential Estate Planning for your c..

Infographic

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

Infographic

UBS Approved Content

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

Template

Email Marketing Templates

Sample templated emails to begin to educate owners and advisors and build y..

PDF/Download

EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..

Case Study

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

When deciding to exit their business, an owner has several internal and ext..

First Steps

The first steps after earning your CEPA designation.

Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Whitepaper

UBS Approved Content

From Successful to Significant

The framework for a high value business transition.

Merrill Approved Content

From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

Infographic

PDF/Download

Infographic: Beyond CEPA Path

The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..

Infographic

Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..

Infographic

Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

Infographic

Merrill Approved Content

MassMutual Approved Content

Infographic: The 5 D's

Educate an owner on the ways they may be forced out of their business due t..

Infographic

Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..

Articles

Books/eBooks

PDF/Download

Whitepaper

Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..

Infographic

Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..

Exercises

Template

Sample Personal Contingency Plan

A template for putting a contingency plan in place.

Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..

Infographic

Securian Approved Content

UBS Approved Content

Merrill Approved Content

MassMutual Approved Content

The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..

Whitepaper

Program Overview

Register for CEPA

Testimonials

Featured Courses

View All Courses

The Exit Planning Summit

Webinars

State of Owner Readiness

Annual Exit

Free Content Library

About EPI

Purpose Statement

SCOTT MCCREA

SCOTT MCCREA

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report

2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

Top Questions To Ask Your Business Owner's Advisors

Subscribe to our newsletter

Subscribe to Our Blog