What is a Certified Exit Planning Advisor (CEPA)?

What is a Certified Exit Planning Advisor (CEPA)?

At its core, exit planning allows business owners to maximize value and successfully transition their business on their own terms.

Should You Hire a CEPA?

A CEPA has the advanced exit planning expertise and depth of financial knowledge that may help you if you own a privately held business.

If you’re a business owner, a CEPA can guide you through process of transitioning out of your business.

What Do Certified Exit Planning Advisors Have To Say About Hiring A CEPA?

Click Read More to hear what CEPA designation holder Deb has to say.

What Does it Take to Earn and Maintain the CEPA?

To be eligible for the CEPA, candidates must have at least five years of full-time work experience working with business owners directly.

- CEPA Experience Requirements

- CEPA Education and Affiliation Requirements

They must complete an intense four day course taught by exit planning experts.

- CEPA Exam

At the end of the four day course, candidates must take and pass a proctored final exam.

- CEPA Continuing Education Requirements

To maintain their designation, CEPA holders are required to complete 40 hours of continuing education every three years. 

What EPI Leadership Says About The Value Of CEPA Certification

Scott Snider Vice President, Exit Planning Institute

How To Find The Best Certified Exit Planning Advisor For You

You’ll find a growing number of CEPAs featured on Wealthtender and you can also search the directory of CEPA designation holders on the EPI website.

Professional Designations

For More Posts about

What is an Accredited Asset Management Specialist (AAMS)?

What is a Chartered Financial Consultant (ChFC)?

What is a Certified Investment Management Analyst (CIMA)?