Certified Exit Planning Advisor


The Certified Exit Planning Advisor (CEPA) Program, created in 2007, is the only program of  it’s kind.  Developed by nationally recognized experts in the field of exit planning, this 4-day  executive MBA style program is taught by a faculty of nationally recognized experts in their respective fields.  The CEPA Program offers professionals an innovative learning experience, performance-enhancing resources, and the strategic tools to help them advance their exit planning practice.

Learn the Value Acceleration Methodology

Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology is the process taught at the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner.  The process consists of three major components, referred to as the “three legs of the stool”: 1) Maximizing business value 2) Personal financial planning, and 3) Life after business planning.  The process teaches that exit strategy is business strategy.  It is about building, harvesting, and preserving family wealth for generations to come and integrating best in class business practices into daily operations. The Methodology focuses on enterprise value and is a revenue producing model for professional advisors that is justifiable with growth of overall enterprise value.

Participants who successfully complete the CEPA program, and pass the closed book proctored exam, receive the Certified Exit Planning Advisor / CEPA credential.

The CEPA program now qualifies for continuing educational credits with eleven major professional associations. This makes the CEPA program the most widely accepted and endorsed professional exit planning program in the world.

CEPA Program Highlights


  • Most widely accepted and endorsed exit planning program in the world

  • 20 modules taught through lectures, group work and case studies (Click here for a full list of program Modules)

  • 15 different world-class faculty members

  • Up to 32.5 CE Credits available for 11 different professional designations



CHI BS Inside

2016 National Schedule

Chicago – November 14th – 17th



San Francisco – August 1st – 4th

USF logo


San Diego – December 5th – 8th




Certified Exit Planning Advisor

Registration Pricing



Early bird pricing $3,795 through March 31st

Event Information: 

When: May 23rd – 26th, 2016

Where: University of Chicago Booth School of Business Gleacher Center



Registration Pricing



Early bird pricing $3,795 through October 1st

Event Information:

When: November 14th – 17th , 2016

Where: University of Chicago Booth School of Business Gleacher Center



Registration Pricing

San Francisco


Early bird pricing $3,795 through July 1st

Event Information:

When: August 1st – 4th, 2016

Where: University of San Francisco’s School of Management



Registration Pricing

San Diego


Early bird pricing $3,795 through November 1st

Event Information:

When: December 5th – 8th , 2016

Where: Estancia La Jolla Hotel



Earn Up to 32.5 Hours of Continuing Education Credits Earn CE Credits Now



  • Certified Public Accountants (CPAs) – 32.5 hours of CPE credit
  • Certified Valuation Analysts (CVA) – 32.5 hours of CPE credit
  • Accredited Valuation Analysts (AVA) –  32.5 hours of CPE credit
  • Master Analyst in Financial Forensics (MAFF) – 32.5 hours of CPE credit
  • Certified Business Appraisers (CBA) – 32.5 hours of CPE credit
  • Certified Mergers & Acquisitions Advisors (CM&AA) – 24 hours of CPE credit
  • Certified Financial Planners (CFP®) – 17 hours of CPE credit.
  • Certified Business Intermediaries (CBI) – 10 hours of CPE credit
  • Certified Investment Analysts (CIMA) – 27.5 hours of CPE credit
  • Certified Private Wealth Advisors (CPWA) – 27.5 hours of CPE credit
  • Certified Investment Management Consultant (CIMC) – 27.5 hours of CE Credit

The Exit Planning Institute® (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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Become The Next Value Advisor

After completion of the CEPA Program the professional advisor enters into an opportunity to become the “Value Advisor” for their client. The Value Advisor takes the business owner through the Value Acceleration Methodology. They oversee the development and implementation of the business owners Master Plan and act as the ‘quarterback’ or project manager of the advisory team, bringing in fellow professional advisors throughout the process. Through this interactive, team-play process the Value Advisors helps the other advisors to become more engaged and resolve issues.

The Value Advisor not only becomes a critical advisor for the business owner, but also a major referral source for other various professional advisors as they identify many different service opportunities throughout the process to address the business owner’s needs. In addition, managing this process for the business owner creates a new revenue stream for the Value Advisor; CEPAs or Value Advisors can expect to add additional revenue streams to their existing practice.



After completing the Certified Exit Planning Advisor Program, you will understand the following objectives:

  1. State each of the clients’ personal, business, and financial goals.
  2. Determine fair market value for the company.
  3. Estimate the amount of money each shareholder would need to invest in order to support their existing lifestyle.
  4. Calculate net proceeds each shareholder would receive from a third party sale.
  5. Use the 3 timing charts to plot the timing for this situation.
  6. Discuss 4-5 value enhancement opportunities that are available to the company.
  7. Itemize and describe exit options' pros and cons.
  8. List 4-5 personal action items recommended to an owner with cost/benefit analysis of each.
  9. List 4-5 business action items recommended to an owner with cost/benefit analysis of each.
  10. Qualify the ROI potential on an exit planning assignment.
  11. List the advisors included on a client's advisory team and the role of each.

Who should attend




Business Brokers

Financial Advisors

Valuation Advisors

Investment Bankers

Estate Planners

Commercial Lenders


Wealth Managers

Insurance Professionals

Mergers & Acquisition Advisors

Other Professional Advisors 



      Program fee includes

  • Program tuition & manual
  • Certification exam fee
  • Three year certification upon successful completion of exam
  • First year of Annual Credentialed Membership dues
  • Copy of The $10 Trillion Opportunity - Co-authored by Richard Jackim, JD, CEPA and Peter Christman, CEPA
  • Copy of Every Family’s Business written by Thomas Deans, PhD
  • Copy of The Master Plan written by Peter Christman, CEPA
  • Continental breakfasts, lunches, and breaks provided during program


- Program Tuition -


Save Over $700 with Early Bird Pricing!


Register for Chicago May 2016



Upcoming CEPA Programs

May 23, 2016 - May 26, 2016 August 1, 2016 - August 4, 2016 November 14, 2016 - November 17, 2016 December 5, 2016 - December 8, 2016

Become the next Value Advisor. contact us today

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Exit Planning Institute