What is the CEPA® credential?
The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn't change your expertise - such as wealth management - but it enhances your ability to engage business owners and have value-added conversations around growth and exit.
Why is working with a CEPA® important for business owners?
When planning to exit your business, having the proper team in place is paramount to your success. As Certified Exit Planning Advisors, we help educate our business owner clients on all exit options and enter engagement with a holistic perspective that truly serves their diverse needs.
We also collaborate with a team of professionals to support the success of our clients, utilizing each other's expertise to help maximize value of their business before, during, and after the exit. From tax strategies to value acceleration, having the right people at the table can take a business to the next level.
Just as each business has a unique story, each owner should have a unique plan - for the next phase of the business, and for the next phase of life. At LJW Wealth Management, our clients put their trust in us to help ensure their families - and their business - thrive for generations, long after we're gone.