The Certified Exit Planning Advisor (CEPA) program is an absolute must for all business owners looking to build sustainable value in their business. Gain insights into driving higher net profits, align your business and personal goals, and decentralize yourself from the business to gain back valuable free time. Does your current business plan include your personal and personal financial goals as well as your business needs? Learn how to incorporate Master Planning into your daily business routine and improve your business value.
Now is the time to educate yourself on the myriad of exit options and succession strategies for your business and begin implementing value growth initiatives to daily operations immediately. Successful exit planning doesn’t happen over night. Attend a CEPA program and begin creating a game plan for yourself to cash in on the 80% of your net worth tied up in your business. You deserve it.
The CEPA Program will help you:
Create greater efficiencies within your company
Increase profitability within your company
Identify key performance indicators to optimize your business operations
Extract your wealth with owner-specific tax planning strategies
Determine which exit option may be best for you
Identify which key advisory members you’ll need for a successful exit
Create greater work/life balance
Build a company that no longer needs you
“This program helps owners uncover so many blind spots”
“I went through the CEPA program to better educate myself on how to better invest in my company. In doing so, I’ve been able to not only increase the value of my company, but spread the wealth of knowledge to other small business owners in starting a new practice. This program helps owners uncover so many blind spots they don’t even realize they have!”
“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.
“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.”