The Certified Exit Planning Advisor (CEPA) credential is for professional advisors who want to effectively engage more business owners.
Through the exit planning process, when utilizing the Value Acceleration Methodology, owners build more valuable companies, create stronger personal financial plans, and achieve personal goals.
The CEPA credential is a major business development opportunity for consultants. Thousands of already credentialed advisors are looking for strategic business consultants to help grow wealth in their owner’s companies. Join the vast network of CEPAs and grow your practice exponentially.
Value creation starts with you. Frame your process with the CEPA credential and grow your network.
The CEPA Credential will help you:
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 | Download CEPA Agenda
“Inspired me to start a new business”
“Your class has inspired me to start a new business. Great stuff, the right stuff.
Michael J. Pence
“Opened up new connections all over”
“I am fully embracing the CEPA certification into my practice. It has opened up new connections all over the United States. Thank you for the opportunity to become certified.”
Linda Ruffenach
“CEPA is a differentiator for me”
“I have worked to integrate different CEPA principles into my own company that have helped to move the needle internally. I have also worked to expand my network of professionals to team up with and refer with in the future. The CEPA is a differentiator for me in my area of practice, which has already opened up some new opportunities.”
