The Certified Exit Planning Advisor (CEPA) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn’t change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit.
Earning CEPA is for those that want to:
- Differentiate yourself from the competition
- Gain better access to business owners
- Become more engaged on a business owner’s advisory team
- Have deeper and more holistic conversations with business owners
- Grow your referral network of professional advisors
- Access hundreds of marketing and business development tools tailored for owners
Get CredentialedDownload CEPA BrochureCEPA Program Pricing
More information on CEPA credential benefits for: Financial Advisors | CPAs | Consultants | Business Owners
“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.”
Justin Goodbread
“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.”
Erin Niehause
“Useful and engaging”
“CEPA Masterclass is by far the most useful and engaging content I’ve studied of any designation.”
Michael Sheppard
“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.
Brett Spencer
“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.”
