Gain the confidence and tools to lead complex exit planning projects. Explore the vital role of the Exit Planning Quarterback and learn how to coordinate teams, align with owner goals, and bring clarity to transition planning.

Use neuroscience to help clients think clearly, lead better, and make smarter decisions. Learn brain-based models like Strategic Attention, Integrated Reasoning, and Innovative Thinking.

Learn from a practical, advisor-focused course that explores how to guide families through the emotional, relational, and strategic complexities of multi-generational wealth transfer.

Whether you're a seasoned advisor or new to the world of exit planning, this course will equip you with actionable strategies to help your clients manage the five key emotions that often emerge during the exit process.

The Personal Planning Deep Dive course helps advisors understand the vital role of personal planning in business transitions, covering key components, resources, and the CEPA®’s role in the process.

The Accelerating Value by Maximizing IP course helps advisors identify, protect, and monetize intellectual property to drive business value, guided by IP expert and CEPA® Rich Goldstein.

Join veteran CEPA, Sean Hutchinson, to gain a better understanding of how the Value Acceleration process can play out, and how to identify the value drivers and killers throughout.

Dive into the private equity investment process. Utilizing a case study example that showcases what takes place in the beginning stages of sourcing a transaction, all the way until exit.

Gain powerful tools and vital information on how to add exit planning services to your already established practice and ultimately make a much more significant impact on clients.