What other CEPA's are saying about the program.
CEPA Program Testimonials
"CEPA is the most content rich continuing ed program I've attended. The combination of quality speakers and experienced attending
professionals provided a unique opportunity for networking and learning that has extended well beyond the week long program.
I highly recommend the CEPA program for any professional looking to add Exit Planning as a core compentency to
their business model."
Wendy Crawford-Schultz, CPA/ABV, CEPA, CVA -- Bluewater Consulting Group. LLC
"The CEPA program effectively provided a knowledge foundation to build exit planning services in our firm."
Kipp Krukowski, MBA, CBI, CEPA -- Confidential Business Sale, Inc.
"A quick note to thank you for a beneficial week in Chicago. I have taken a great deal away from the program and
intend to integrate Exit Planning as the foundational approach to our practice."
Eric Togneri, CEPA -- NERI Capital Partners
"This has been the most valuable program I have attended in the last 10 years!"
Joan Ridley, CFP, CEPA -- Business Wealth Solutions
"The CEPA Program exceeded my expectations. The speakers were well prepared, knew their stuff, and went into just the
right amount of detail. The time and money invested was well spent."
Richard Sheppard, CFP, CEPA -- Investors Group Financial Services
"The CEPA program is an ideal designation for CPAs working with business owners. Just access to the CEPA material
and the people I met while in the program in Chicago made my investment of time and money well worth it. But, I also
learned a process for helping business owners with succession and exit planning that I can use and apply in my everyday
business life."
John R. Ezell, CPA, CEPA -- ProHorizons Network, Inc.
May 3 - 7, 2010
This innovative program uses integrated case studies, group exercises, and discussion groups to
teach exit planning concepts and how to apply them. Taught by a world class faculty, this executive MBA style program
is held at the University of Chicago's Booth School of Management, a state-of-the-art executive
education center, just steps off of Michigan Avenue in downtown Chicago.
You'll Learn How To:
- Help business owners articulate and align their personal, business and financial goals
- Identify key exit planning issues and propose appropriate solutions
- Deliver comprehensive exit planning services
- Build an exit planning referral network
- Incorporate exit planning into your existing practice
- Promote and sell your exit planning services
- Coach business owners on important exit planning topics
- Quarterback a multidisciplinary team to deliver exit planning services
The Certified Exit Planning Advisor Program is Now Easy to Afford
The Exit Planning Institute's new EZPay Plan allows you to easily afford the
Certified Exit Planning Advisor program, the only recognized exit planning certification program. With the
EZPay Plan you can pay your CEPA program fees and annual dues in twelve easy-to-afford
monthly installments.
Welcome to the
Exit Planning Institute®
The Exit Planning Institute is the premier provider of learning, knowledge, and future-oriented research
for exit planning professionals.
The Institute is a membership-based organization made up of business brokers, accountants, financial
advisors, investment bankers, valuation advisors, commercial lenders, insurance advisors, and management consultants
in the United States, United Kingdom, Canada, China, and Viet Nam. The common thread uniting these different professionals is their commitment
to helping clients exit their companies successfully.
The Institute works hard to deliver innovative learning experiences, performance-enhancing resources,
and strategic tools designed to help key advisors and advance the exit planning profession. |
