Business owners face complex financial considerations at the intersection of their personal wealth and business achievements. They also must weather risks uncommon to other investors. The Certified Exit Planning Advisor (CEPA®) certification was designed to address these specific demands while building value in the business and equity for its owner. CEPA®-credentialed advisors supplement their investment and wealth management experience to better align their clients’ businesses’ value and their personal financial plans. This may include the sale of the business, though CEPA® advisors are trained to explore other options, as well, that keep the two sides of their clients’ lives in alignment.
To earn the credential, financial professionals must complete the training program created by the Exit Planning Institute. The executive MBA-style program includes 16 modules taught by 11 experienced instructors, followed by an examination. Every three years, CEPA®-credentialed advisors must complete 40 hours of continuing education requirements to renew.