Certified Exit Planning Advisors (CEPAs) coordinate comprehensive exit planning processes. Learn about their qualifications, services, and how they can help you achieve a successful business exit.
A Certified Exit Planning Advisor (CEPA) is a professional who has completed rigorous training in comprehensive exit planning methodology. CEPAs coordinate the exit planning process and work with business owners to develop and implement successful exit strategies.
The CEPA designation is awarded by the Exit Planning Institute and represents the gold standard in exit planning education and methodology.
Intensive exit planning methodology education
Real-world exit planning scenarios
Annual continuing education requirements
CEPAs use proven methodologies developed by the Exit Planning Institute, ensuring comprehensive and systematic planning.
Independent, unbiased advice focused solely on your best interests and optimal outcomes.
Streamlined processes and coordination reduce time, cost, and complexity of exit planning.
Systematic risk identification and mitigation strategies protect business value and ensure successful transitions.
Focus on value acceleration strategies that can significantly increase business worth before exit.
Access to network of qualified professionals including investment bankers, attorneys, and tax advisors.
CEPAs provide the expertise and coordination necessary for successful exit planning. Get professional guidance from a certified exit planning advisor to maximize your exit success.