WHAT IS THE CEPADESIGNATION?

The Certified Exit Planning Advisor (CEPA®) designation is a credential that allows professional advisors to deeply engage with more business owners and help them plan in 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 IT IMPORTANT?

Many business owners struggle to align their personal finances, only paying attention to business finances. Having an advisor on your team that possesses the CEPA® designation can help owners build more valuable companies, align their financial goals and create a solid personal financial plan that can help you retire with confidence that your financial bases are covered. 

HOW CAN WORKING WITH AN CEPA® HELP ME?

At Schramm Financial Group, we aren’t just concerned with your business goals; we consider your personal and financial objectives as well. We take a holistic approach to help you develop a business strategy that integrates all aspects of your life.

When you work with a CEPA®, you’ll get an expert who will examine issues related to your professional industry, your tolerance for risk, your timeline for retirement and other critical areas of operating a business. We’ll help you decide when’s the best time to sell your business and how to mitigate your taxes from the sale.

If you are approaching retirement or want to get a head start on an exit plan down the line, reach out we’d love to see how we can help.