"If you want to work with business owners, the CEPA credential is essential."
The CEPA credential 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 credential is essential.”
Charles M. Jarrett
CFP®, CPWATM, CEPA®, CIMA®, ChFC, CLU, CRPC®
Private Wealth Advisor at Merrill Lynch Private Bank & Investment Group Senior Vice President
"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
Senior Financial Consultant at Market Square Advisors
"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
CFP®, CEPA®, CVGA®
CSO of WealthSource Partners, LLC.
"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
CEPA®, CFP®
Vice President, Private Banking JPMorgan
"Useful and engaging"
The CEPA credentialing program is by far the most useful and engaging content I’ve studied of any credential.
Michael Sheppard
CFP®, CPFA, CEPA®
Group Vice President at Thrivent
"The best exit planning credential out there"
This is the best exit planning credential 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
MS, CFP, CEPA®
Financial Advisor at Impact Financial
"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
Financial Advisor at UBS Private Wealth Management
"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
CEPA®, Founder & CEO of Braindchild Studios and Founder of RAYNE IX
"I am fully embracing the CEPA credential into my practice. It has opened up new connections all over the United States."
Linda Ruffenach
CEPA®, Founder, Chief Strategist, and Business Coach at Execuity LLC
“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
