Conservative, pragmatic and proud of the way we do business
WHY WORK WITHA CERTIFIED EXIT PLANNING ADVISOR (CEPA)
What is the CEPA designation?
The Certified Exit Planning Advisor (CEPA) is a unique credential that allows professional advisors to deeply engage with business owners and help them plan every aspect of their personal finances. Whether you are looking to sell or transition out of the business when retirement rolls around, a CEPA can help you plan for a successful transition.
Why is a CEPA important?
Many business owners struggle to align their personal finances, only paying attention to the business finances. Having an advisor on your team that possesses the CEPA designation will help you build a more valuable company, align your financial goals, and create a solid personal financial plan that can help you confidently transition into a successful retirement.
How can working with a CEPA help me?
Liam Mulcahy, holds the Certified Exit Planning Advisor designation. This allows him to offer a comprehensive perspective on your unique business situation. If you are approaching retirement or want to get a head start on a future exit plan, reach out to us and we will explain how we can help you.
