CERTIFIED EXIT PLANNING ADVISOR

CREDENTIALING PROGRAM

How CPAs Can Add Value for Business Owner Clients


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.

As a business owner’s “most trusted advisor”, CPAs are a natural fit to lead the exit planning team. Strengthen your relationship with business owners and transform your accounting practices with the CEPA Credential.

Earning CEPA doesn’t change your expertise, it enhances your ability to engage owners and have value-added conversations around growth and exit.


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

 

Register Now

Want to learn more? Download CEPA Brochure | Download CEPA Agenda

“Very helpful both personally and professionally”

We have been doing a lot of the pieces of value acceleration and exit planning work, so very excited to now be armed with the whole process and a network of advisors. CEPA was very helpful both personally and professionally.

Steve Meek

CPA, Partner at My CFO, LLC

“Invaluable”

“I very much appreciate the process and methodology EPI has developed, along with the resources, tools, webinars, etc. Invaluable! Looking forward to growing my practice and providing much more value to my current and future clients.”

Mike Rich

President & CEO | Rich & Company, Inc.

“As a CPA, nothing is more important than exit planning.”

“For any CPA considering this, my comment to them would be that above all of the things that CPA’s do for their clients, nothing is more important than exit planning. A successful exit is the ultimate service a CPA can help provide to their clients..”

Bill Kenedy

CPA/ABV, CFF, CEPA® | Partner at Lutz & Company PC


Approved for up to 21.5 CPE Hours & 14.5 CFP® Hours

CEPA Program Details


Participants who successfully complete the CEPA program, and pass the closed book proctored exam, receive the Certified Exit Planning Advisor ® (CEPA®) credential. The CEPA program also qualifies for continuing educational credits with professional associations such as CFP and NASBA (CPE).

Membership

After completion of the CEPA Program, you will have taken a critical step toward becoming the Advisor of the Future by earning your credential and becoming a member of the Exit Planning Institute.

Your membership with EPI will provide you with powerful member benefits, including the knowledge, tools, and skills you will need to deliver exemplary exit planning strategies, advice, and support for your clients.  Your purchase of the Certified Exit Planning Advisor program includes your first year of Credentialed Plus Membership dues. Explore your benefits by clicking below.

Registration Includes

  • 5-Day CEPA Credentialing Program experience
  • Program manual including presentations and exercises
  • Program study guide including module outlines and sample test questions
  • Pre-CEPA exam preparation sessions with CEPA faculty
  • Pre-CEPA onboarding session with Member Experience team
  • Faculty Q&A and networking sessions
  • CEPA examination fee
  • Beyond CEPA implementation session
  • 1-Year of Credential Plus Membership
  • 2 Books: Walking to Destiny & The $10 Trillion Opportunity

View Member BenefitsRegister NowDownload CEPA Brochure

 

Bundle With CEPA: Marketing for the Professional Advisor Masterclass


Interested in learning long-term owner engagement strategies, proven marketing approaches for brand differentiation, intergenerational messaging tactics, and implementation planning models? Are you a professional advisor who works with business owners or a marketing and/or business development person responsible for winning new professional services clients? You’ve come to the right place.

Marketing for the Professional Advisor Masterclass Curriculum: The course addresses your specific needs and areas of interest, broken down into five major modules: Check out the module breakdown for this course.

No marketing experience is required. In fact, this course is designed for professional advisors looking to elevate their marketing and growth strategy. It’s the perfect support piece to help you immediately utilize the knowledge learned when earning the CEPA credential.

 

Bundle This Course With CEPA