EXIT PLANNING EDUCATION FOR OWNERS

CREDENTIALING PROGRAM

Learn How to Build a Valuable and Salable Business


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

 

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

“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!”

Kiley Peters

Founder & CEO, Braindchild Studios | Founder, RAYNE IX

“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

“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

Founder / Chief Strategist / Business Coach at Execuity LLC


The State of Owner Readiness™

The viral research study that measures business attractiveness and owner readiness to better serve transitioning business owners.

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