If you’re ready to be matched with local advisors that will help you achieve your financial goals, The CEPA program, in contrast, is a five-day, in-person program, held several times a year. designation has been offered by the Business Enterprise Institute (BEI) since 2009. Certified Business Exit Consultant™ Course View Course.

An exit plan requires that one keeps consistent and up-to-date data regarding the business’ performance. It may seem odd to develop a business exit plan this soon, to anticipate the day you'll leave your business, but potential investors will want to … If you’re not quite ready to start developing an exit plan just yet but are still looking for solid professional advice, consider enlisting the services of a — many specialize in complex financial and tax planning for business owners.Finding the right financial advisor that fits your needs doesn’t have to be hard. Certified Exit Planning Advisors help to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition. At $5,695, the CEPA program is much more expensive, though there is a $1,000 early-bird discount.Like CEPA candidates, CExP candidates must also have experience advising businesses in some capacity. Exit & Succession planning is witnessing the fastest growth as a profitable niche for business advisors, accountants wealth planners and business coaches.
All good business planning documents have a clear business exit plan that outlines your most likely exit strategy from day one. It used to take months to accurately audit and generate documentation of your clients business.

The Certified Business Exit Consultant® Designation. For advisors, earning a CEPA designation means developing new, advanced skills that will allow you to expand your client base. This differs from the CEPA program, which only has one final test. MAUS ValueMax – Exit & Succession Planning Software is a quick and efficient way to maximise the value of your clients’ business during an exit or succession phase. Whichever side of the fence you fall on with your business the best way to achieve exodus is to hire a Certified Exit Planning Advisor (CEPA). Each module concludes with an exam. 1; For Advisors. FINRA operates the largest securities dispute resolution forum in the United States How a CEPA Differs From a Certified Exit Planner (CExP) The certified exit planner (CExP) designation has been offered by the Business Enterprise Institute (BEI) since 2009. For updates and guidance related to COVID-19 / Coronavirus, click FINRA does NOT approve or endorse any professional credential or designation.Candidate must meet all the following requirements:Final exam (multiple-choice, proctored, closed book)In writing and identifying the relevant article of the Code of Ethics to:FINRA IS A REGISTERED TRADEMARK OF THE FINANCIAL INDUSTRY REGULATORY AUTHORITY, INC. CExP students also have to create two sample exit plans with BEI’s plan-creating software.The CExP designation is cheaper to get and you can take it from the comfort of your home. Individuals who have specializations within those fields may also qualify.Both programs cover similar topics. Most CEPAs come from the banking or insurance industries, or are accountants, estate planners or lawyers.Candidates must either have an undergraduate degree or additional relevant work experience. The curriculum followed the principles found in “The $10 Trillion Opportunity” and was designed to educate professional advisors who worked with business owners on the specific process for exit planning. Pinnacle Equity Solutions Exit Planning Core Training - Key Bank Pinnacle's 2-Day Exit Planning Worskhop ... Exit Planning Core Training - Key Bank Pinnacle's 2-Day Exit Planning Worskhop View Course.

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