NACVA

Learning Objectives

After completing the Certified Exit Planning Advisor (CEPA) course, participants will be able to:

• Identify the eights steps in the exit planning process
• Describe how the 54 Value Factors drive the maximization of the owner’s business value
• Explain the eight ways a business owner can exit their business
• Define the components of Internal and External Sales
• Create action plans to address personal and business goals of the business owner
• Distinguish the five principal components of an exit plan
• Illustrate the five steps in consultative selling
• Develop a comprehensive exit strategy for the business owner
• Articulate the most appropriate exit strategy for a business owner
• Manage the exit planning team

Additional Information

1) All candidates must meet the following professional standards in order to be considered for membership in EPI:
2) 1. Candidates must have five years or more of full-time or equivalent experience working directly with business owners as a financial advisor, attorney, CPA, business broker, investment banker, commercial lender, valuation advisor, estate planner, insurance professional, business consultant or a similar professional capacity.
3) 2. Candidates must have an undergraduate degree from an accredited college or university in the United States or provide evidence of similar academic credentials from a recognized institution of higher learning in another country.
4) 3. Candidates must not have been required to surrender any professional license or found unfit in a disciplinary hearing by any professional or civic organization.
5) 4. Candidates must not have been convicted of a felony or have any record of personal action or inaction which could reflect a defect in character.

6) The following is a list of books sent to attendees prior to the program. The first one is a pre-read for the course, and the second is a recommended read.

a. The $10 Trillion Opportunity Designing Successful Exit Strategies for Middle Market Business Owners
b. Private Capital Markets Valuation, Capitalization, and Transfer of Private Business Interests

Who Should Attend

Valuation practitioners, CPAs, business advisors, controllers, CEOs, CFOs, financial advisors, attorneys, estate planners, wealth managers, business brokers, insurance professionals, M&A advisors, commercial lenders

Where and When

May 7–11	Chicago, IL
November 5–9	Chicago, IL

Click here for a list of hotel locations, room rates and reservation information.

Pricing

Package Pricing
(Before early registration discounts.)...........Non-Member.............Member
Credentialing Program..................................$4,500..................$4,050

Included with registration fee:
• CEPA Application Fee
• One year Candidate membership dues (value of $595)
• Copy of CEPA training manual
• One copy of The $10 Trillion Opportunity co-written by Richard Jackim & Peter Christman
• One copy of Private Capital Markets written by Rob Slee
• Continental breakfasts, lunches, coffee breaks, (Catered by Wolfgang Puck)
• Networking

Register Now

REGISTER NOW! To register, print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute (c/o NACVA). Or print and complete the Registration Form, scan, and e-mail to nacva1@nacva.com or call Member Services: (800) 677-2009. Click here for the Registration Form to print and fax (PDF).

Cancellation Policy—Exit Planning Institute

Exit Planning Institute REFUND POLICY
Cancellations received thirty days before the date of the CEPA program will be honored, less the cost of any program materials sent. If you cancel after the thirty day deadline, the full amount paid, less $285 will be converted to a credit to be applied toward a future CEPA program. All credits issued are transferable, but nonrefundable. Any credits issued must be used within 12 months. Be sure to ask for a cancellation number. Note: Colleague substitution is permitted with no penalty.

CPE Hours—Exit Planning Institute

Delivery Method	Group-Live
Program Level	Intermediate
Advanced Preparation	There will be some advanced preparation with this course.
Prerequisites	None
Fields of Study	Social Environment of Business	2
	Business Management and Organization	2.5
	Finance	7.5
	Marketing	4
	Communications	3.5
	Specialized Knowledge & Applications	4
	Management Advisory Services	9

CPE will be issued by the Exit Planning Institute.

NASBA Sponsorship

The Exit Planning Institute 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.