Program Overview: CEPA Accelerator Program

Join an exclusive mastermind group of dedicated advisors seeking to enhance CEO client engagement through their CEPA certification.

CEPA Certified: What’s Next?

Navigate the right path to higher ROI tailored for your firm.
Secure meetings with business owners, even those with existing advisors.
Master a consultative process for immediate sales growth and a lucrative exit/investment funnel.
Build profitable, trustworthy relationships with COIs to enhance exit planning referrals.
Gain fluency in business owner speak.

Why Join the Program?

Forge five deeper relationships with CEO clients for exit discussions and referrals.
Target 20 business owner prospects with a strategic introduction plan.
Master CEO communication for pivotal life events, including initiating impactful conversations, grasping essential knowledge, and collaborating with strategic partners.
Learn monthly from peers who focus on securing these relationships.
Boost productivity through efficient time and conversation management.
Become the primary advisor, leading a diverse team of external experts for your business owner clients.

Onboarding: In-depth 90-minute onboarding session

Structure: Two initial 4 hour virtual content training sessions receiving all the knowledge up front in month 1

Style: Monthly 2-hour virtual meetings over a 11-month period

Groups: Exclusive groups of 10 vetted advisors, from a non-competing geographic area

Community: Access to private online community for best practices and resources

Tracking: Regular tracking of results for ongoing improvement

EPI CE Hours: Earn 36 credits by attending the 12 sessions of the Accelerator program

Must be a current Certified Exit Planning Advisor

Demonstrated desire to cultivate
relationships with business owners

Exclusive Offer: $3,000 month 1 and $3000 month 2, then 6 months at $1000 each. Total $12,000.

“Established a more refined client acquisition process — better taking into account value acceleration and the owner’s mindset. Added more than 20 new COIs to my network and did so with the goal of building business together, not just networking. Certainly, I got better at the Can I Borrow Your Car framework. Really better understood the advisor’s lane and why it’s okay to stay there. And had fun — certainly not a SMART goal (which I’m bad at), but having fun is a core value!”

David Elder, CFP®, CEPA

Wealth Manager / Partner, Merit Financial Advisors

“I gained a lot of confidence discussing exit planning and was able to put together a strong team of professionals. There are many deals now in process.”

Faheen Khwaja, CFP®

Wealth Advisor, Merrill Lynch

"The program was helpful in giving me more clarity on how to build business through referrals."

John Gould, CFP®, CPWA®, CPM®, CEPA

Financial Advisor, Morgan Stanley Wealth Management

“I cannot thank Mike Garrison and Tina Stolz enough for their efforts in running the CEPA Value Accelerator Program. As a wealth manager, I wanted to build on my CEPA certification and make it a tangible part of my business plan — helping business owners grow the value of their companies, realize increased profits, and successfully exit. The CEPA Value Accelerator Program is a tremendous enhancement to the foundational programs offered by EPI. Mike and Tina have designed this mastermind experience similar to the Entrepreneur Organization (EO) model, where like-minded wealth managers and value advisors share expertise, confront challenges, and collaborate on solutions. Combined with dedicated training on building a referral network of business owners— in a way that’s authentic and fiduciary-focused — the program has transformed how my team approaches referral conversations. For any wealth manager or value advisor who wants to expand on the CEPA and EPI framework, I highly recommend this program. More things are clicking for me, opening my eyes, and improving my ability to grow my business through working with business owners.”

Adam Freeland, CFP®

Managing Principal, The Hartford Financial Group

With over two decades of senior executive experience in start-ups and billion-dollar corporations, Tina sold her TAB franchise in 2012, becoming one of the largest peer board franchisees globally.

She founded LXCouncil to empower professionals to create and manage peer advisory groups successfully. She holds a degree from Harvards’ PMD Program, a B.S. in Marketing and Business Logistics from the University of Missouri, and attended INSEAD and Strategic Coach. Tina is certified in DISC & PIAV, and is a CEPA.

Tina has an unmatched track record for successful mastermind groups. Frustrated by a lack of strategy from her franchisor, strategic forward-looking thinking in the sector, she was determined to help others build successful Mastermind groups. She developed her own methodology for starting and expanding mastermind groups. In 2005, her launch approach was so successful, she immediately became one of the top 10 franchises globally in just 2 months.

Mike Garrison, Exit Planning Institute's 2024 Member of the Year, has worked for 20+ years with financial advisors and small business owners across the globe helping them to both grow their business and enjoy their lives through the power of a complete referral system that you can predict.

He is the co-author of the New York Times, Wall Street Journal, Amazon.com and USA Today bestseller: Truth or Delusion: Busting Networking’s Biggest Myths. Mike is also a contributing author to the number one bestseller Masters of Success.

Relationships are everything to Mike, both personally and professionally. He has spent the entirety of his career helping leaders and producers grow their businesses…and transform their lives and the lives of those that depend upon them. He believes, without any hesitation, that we are all designed to accomplish so much more than we realize and is committed to helping people that are dedicated to being intentional about their unique expression of what it means to be human.