Recent News
December 2009 - The Institute awarded the Certified Exit Planning Advisor (CEPA) certification to
twenty four candidates after they completed a comphrehensive study program, five days of in-person training,
and a 3.5-hour written exam.
October 2009 - SBA Eliminates 7(a) Goodwill Cap! Small Deal Financing to Get a Boost from New SBA
Guidance (Effective 10/1/2009)
Many of you may remember that on March 1, 2009 the SBA limited "goodwill" financing to 50 percent
of the loan amount or up to a maximum of $250,000 for its most popular SBA 7(a) loans. In essence, the SBA's low
goodwill cap eliminated an important source of financing in the small businesses marketplace and resulted in dead
deals for many buyers and sellers of service and internet related businesses who had otherwise viable offers on the table.
Read more...
November 2008 - The Institute welcomes its' newest members from the United Kingdom, Hong Kong and Viet Nam.
November 2008 - The Institute awarded the Certified Exit Planning Advisor (CEPA) certification to
twenty four candidates after they completed a comphrehensive study program, five days of in-person training,
and a three hour written exam.
June 2008 - The Institute held its' first program in Toronto and awarded the Certified Exit Planning
Advisor (CEPA) certification to eleven candidates after they completed a comphrehensive study program,
four days of in-person training, and a four hour written exam.
April 2008 - The Institute awarded the Certified Exit Planning Advisor (CEPA) certification to thirty-one candidates
after they completed a comphrehensive study program, four days of in-person training, and a four hour written exam.
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