Why work with a CEPA

What is the CEPA, Certified Exit Planning Advisor, designation?

The Certified Exit Planning Advisor (CEPA) is a unique designation for financial professionals who advise business owners on how to sell or transition their business successfully, a strategy referred to as ‘exit planning’.

The CEPA designation was established in 2007 by the Exit Planning Institute (EPI), a company focused on educating professional advisors globally on how they can support the success of business owners to maximize value and sell on their terms through a business transition. 

Why is it important?

Most business owners are keenly focused on business plans and financials, often at the expense of their own personal planning. Having an advisor who has earned the CEPA designation helps owners build more valuable companies, align their business and personal financial goals and create a solid personal financial plan that can help an owner transition with confidence knowing their financial bases are covered.