WHY WORK WITH A CERTIFIED EXIT PLANNING ADVISOR (CEPA)

The Certified Exit Planning Advisor (CEPA^®) assists business owner clients in building more valuable companies, having stronger personal financial plans, and aligning their personal goals. Exit planning is laser-focused on growing the value of the business and driving income. It is about building, harvesting, and preserving family wealth for generations to come.

CEPA CERTIFICATION REQUIREMENTS

Education: The Certified Exit Planning Advisor (CEPA) Program is an 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 performance-enhancing resources and the strategic insights and tools to help business clients advance in a transitioning marketplace.

Experience: CEPA professionals must have five years or more, full-time or equivalent, experience working directly as either a professional advisor, former/current business owner, or similar professional capacity. As a result, CEPA practitioners possess business, personal and personal financial counseling skills in addition to financial planning knowledge.

KEY BENEFITS TO WORKING WITH A CERTIFIED EXIT PLANNING ADVISOR (CEPA):

**Holistic Approach:** CEPA professionals take a comprehensive approach to exit planning. They assess various facets of your business, personal finances, and long-term goals to create a tailored exit strategy.

**Maximized Business Value:** CEPA advisors focus on increasing the value of your business before the exit. They identify areas for growth, operational improvements, and strategies to enhance profitability, ultimately maximizing the business's value.

**Customized Exit Strategy:** CEPA advisors understand that each business and business owner is unique. They craft personalized exit plans considering your timeline, financial objectives, and personal goals, whether it’s a sale, succession, or other exit options.

**Mitigation of Risks:** CEPA professionals help identify and mitigate risks associated with the exit process. They anticipate potential challenges and develop strategies to navigate them effectively, ensuring a smoother transition.

**Coordination with Specialists:** Certified Exit Planning Advisors collaborate with a network of professionals including attorneys, financial planners, tax experts, and valuation specialists. This coordination ensures that all aspects of the exit plan are well-coordinated and aligned.

**Tax Optimization:** They employ strategies to optimize tax implications related to the exit. CEPA advisors aim to minimize tax liabilities, maximizing the proceeds from the exit for the business owner.

**Focus on Owner's Personal Goals:** Beyond the business aspect, CEPA advisors consider the owner's personal aspirations and financial security. They align the exit strategy with personal financial planning, retirement goals, and lifestyle objectives.

**Reassurance:** Working with a CEPA offers reassurance knowing that the exit strategy is carefully planned, ensuring a smoother transition and a more favorable outcome.

**Professional Expertise:** CEPA certification signifies expertise in exit planning methodologies, market trends, and best practices. Their specialized knowledge adds significant value when navigating the complexities of exiting a business.

**Post-Exit Planning:** CEPA advisors often assist in post-exit planning, helping business owners manage the financial proceeds, investment strategies, and lifestyle adjustments after the exit.

The Certified Exit Planning Advisor provides strategic guidance, expertise, and a structured approach that significantly enhances the likelihood of a successful and well-prepared exit from a business.

Any opinions are those of Eric Fountain and Wendy VanCleve and not necessarily those of Raymond James. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.