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.
Eighty percent of an owner’s wealth is locked within their business. While you may have the opportunity to manage the 20% in liquid assets now, play the long game, be a strategic partner to your clients and help them achieve the potential they’ve worked so hard to earn.
Financial Advisors put clients on a fast track to liquidity by unlocking the wealth within an owner’s business, making you one of the most critical advisors on an owner’s succession planning team.
Create a lifelong relationship tapping into both short term and long term wins when you bring business exit planning to the conversation.
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
“Useful and engaging”
“CEPA Masterclass is by far the most useful and engaging content I’ve studied of any designation.”
“Intuitive, concise, and helpful.”
“As a former institutional investor and equity research analyst, I found the Value Acceleration Methodology intuitive, concise, and helpful. It is a great distillation of value enhancers for almost any business. What I took the most out of though, was the team nature of providing services and how to best help on the personal side.”
“If you want to work with business owners, the CEPA designation is essential”
“The CEPA designation is one of the most valuable and useful designations I have in working with business owners. It gave me a knowledge base, vocabulary and process to speak with any Business Owner with confidence. If you want to work with business owners, the CEPA designation is essential.”
Charles M. Jarrett
“An instrumental tool I use when working with business owners”
“The CEPA program continues to be an instrumental tool I use when working with business owners. It has been an honor to educate as a faculty member and meet the new CEPA graduates. Our advisors continue to integrate the foundation of the Exit Planning Institute into our conversations with clients.”
“CEPA gave me a better vocabulary to use with business owners”
“I have been doing exit planning since 2006 but did not call it Exit Planning at the time. CEPA gave me a better vocabulary to use with Business Owners to have more in-depth conversations. It also gave me a framework and process to talk through with Owners. My conversations went from messy to more succinct by going through the CEPA program.”
Andrew "Drew" McLaughlin
“The best exit planning designation out there”
This is the best exit planning designation out there. You get a great education through the class and you get continued support from the staff and the network that you get to know through the program.