Why Work With a Certified Exit Planning Advisor^®

Business owners are in need of advisors that can have deeper conversations about how to grow value in their business. The value growth process starts before the owner becomes a client through a value-added discovery and educational conversation.

WHY WORK WITH A CEPA^®?

Working and collaborating with a Certified Exit Planning Advisor^® sets you apart and helps you improve your outcomes – for you, your business, and your family.

A Certified Exit Planning Advisor^® can help an owner….

DEVELOP A CLEAR PLAN

For growing your company’s value and success that is aligned with your business, personal, and financial goals. Safeguard all you’ve worked for, against the unplanned. Understand the value of your business, both tangible and intangible

THAT CREATES A BALANCED LIFESTYLE

Integrating your business, your personal life, your financial well-being.

THROUGH INTEGRATED TEAMS

That work together with a shared understanding of your goals, that are aligned, efficient, and accountable and use best practices, tools and methods. Bring the advisory team together, and the owner's internal team together, to work towards common goals and better collaborate.

AND VALUE GROWTH INITIATIVES

To amplify the critical and often unrecognized factors that determine the transferable value of your company, understand and mitigate risk in anticipation of renewed growth and harmonize your personal and business financial plans. Understand your exit options and how they apply to your company and exit goals.

ONGOING CERTIFICATION REQUIREMENTS

Once certified, CEPA^® professionals are required to maintain technical competence and fulfill ethical obligations. The Certified Exit Planning Advisor^® (CEPA^®) credential must be renewed every three (3) years via a minimum of 40 hours of exit-planning continuing education, contributions to the professional community, as well as, ongoing adherence to professional conduct requirements.