Stiles-Strudley

 

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?

Trevor Strudley, MSc, MBA, CRPC®, CFP®, CEPA, is one of the first professionals in the Santa Cruz and Monterey Bay area to hold the Certified Exit Planning Advisor designation. Trevor is also an inaugural member of the Raymond James Business Owner Planning working group. 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.

CEPA Certification

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Exit Planning Institute is considered the standard in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely endorsed professional exit planning program in the world.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.