As a Certified Exit Planning Advisor (CEPA), I am equipped with the training, skills and tools needed to strengthen my relationship with business owners and serve at their advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner's life outside of their business while the owner focuses on successfully building significant value within their organization prior to their exit. Not only will a CEPA help you transition your business, we will also advise you on personal and professional financial matters, including estate planning.