The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools to help them advance their practice in a transitioning marketplace.
“You want to have the best credentials in the industry.”
-Vincent Mastrovito, CEPA Class of 2017, 2019 Excellence in Exit Planning Honoree
How has the CEPA program benefited other professional advisors like you? This top-rated professional development program has been described as “far superior to other programs” and “more than a glitzy marketing tool.” As an education company dedicated to bringing you the best content and training in the industry, we strive to deliver an unmatched experience that will “supercharge your practice” and give you a competitive edge in a changing marketplace. We invite you to join the CEPA community and experience the impact of our best-in-class education, thriving local, national, and global network, and ongoing practice support.
Exit planning is a core competency for advisors of the future. If you work with business owners today, becoming a CEPA will benefit your practice regardless of your specialized discipline. Register today.
CEPA Value Acceleration Methodology
Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology™ is the process taught at the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. The process consists of three major components, referred to as the “three legs of the stool”: 1) Maximizing business value 2) Personal financial planning, and 3) Life after business planning. The process teaches that exit strategy is business strategy. It is about building, harvesting, and preserving family wealth for generations to come and integrating best in class business practices into daily operations. The Methodology focuses on enterprise value and is a revenue producing model for professional advisors as well as a common language for all parties from all specialties navigating the exit planning conversation.
Want to get ahead on your pre-reading? Download the Value Acceleration Methodology origin story and case study now.
To qualify for the CEPA® designation, you must meet the minimum professional and education experience required.
Professional Experience Requirement:
Five years or more, full-time or equivalent, experience working directly with business owners as a financial advisor, attorney, CPA, business broker, investment banker, commercial lender, valuation advisor, estate planner, insurance professional, business consultant or a similar professional capacity.
Bachelor’s degree or equivalent from a qualifying institution. Note: Applicants without a qualifying degree must submit additional professional work experience.
“Far superior to other programs”
As a result of my education and certification from EPI, I am much better prepared to work in the exit planning market. In addition, the materials and educational support I receive on an ongoing basis from EPI is far superior to other programs that specialize in this market.
- Jan Graybill, CFP®, CLU, ChFC, CEPA, MSFS, CEO & Managing Partner of Legacy Planning Partners
Looking for education, not “glitzy marketing”
I am glad I picked EPI over the competition because I was looking for educational based information and not glitzy marketing of exit planning. I feel EPI provided what I was looking for. My challenge now will be how to free up my legal practice enough to start implementing this into my practice.
- Anonymous CEPA since 2018, Attorney at Law
“CEPA is a differentiator for me”
I have worked to integrate different CEPA principles into my own company that have helped to move the needle internally. I have also worked to expand my network of professionals to team up with and refer with in the future. The CEPA is a differentiator for me in my area of practice, which has already opened up some new opportunities.
- Matthew R. Barrette, CEPA, Senior Financial Consultant at Market Square Advisors
“The process is going to supercharge my practice”
CEPA is exactly what I have been looking for now for years. I am working, and have been for years, as a ‘Quarterback'. I have written about this process in many national publications. The process is going to supercharge my practice! A sincere thank you!!!
- Justin Goodbread, CFP®, CEPA, Founder of Heritage Investors, Contributor to Forbes Finance Council, and Author of Financially Simple
“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.
- Bill Kenedy, CPA/ABV, CFF, CEPA, Partner at Lutz & Company PC
“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, CFP®, CEPA, Financial Planner at D3 Financial Counselors