What is the CEPA designation?

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What is the CEPA designation?

Certified Exit Planning Advisor (CEPA) Five years of full-time or equivalent experience working directly with business owners as a financial advisor, attorney, CPA, business broker, investment banker, commercial lender, estate planner, insurance professional, business consultant or in a related capacity.

How long is the CEPA exam?

CEPA Exam. At the end of the four day course, candidates must take and pass a proctored final exam. The exam is a closed book and takes about three hours to complete.

How do I get CEPA?

How to apply to become a CEPA Certified® certification body?

  1. Accredited against ISO 17065 (requirement for bodies certifying products, processes and services) for at least one certification program;
  2. Experienced in carrying out audits in conformity with ISO 19011;

What is an exit planning advisor?

Advisors who earn this credential are specially trained to help business owners create an exit plan — a blueprint for selling your company for maximum benefit. A certified exit planning advisor isn’t just concerned with your business goals; they consider your personal and financial objectives as well.

What is a certified exit planning advisor?

Certified Exit Planning Advisor Program. The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning.

What is Exit Planning Exchange?

The Exit Planning Exchange is a network of local nonprofit associations of professional advisors to business owners in the heart of the middle market.

What is exit planning advisor?

The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA -style program that trains and certifies qualified professional advisors in the field of exit planning.

What is Exit Planning Institute?

Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe.