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
“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.
“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.”
“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..”