Certified Exit Planning Advisor (CEPA) Credentialing Program

CTI
Co-Sponsored by the Exit Planning Institute™

Arrow Program Description Arrow What You Will Cover Arrow Dates and Locations
Arrow How You Will Benefit Arrow Who Should Attend Arrow Pricing

Certified Exit Planning Advisor (CEPA) credential holders are part of an established global network of professional advisors who have successfully completed an executive MBA-style program taught by nationally recognized experts in their respective fields. The CEPA program is based on the Valuation Acceleration Methodology™, an exit planning management system that clearly communicates a process and uses the five stages of value maturity to ensure a successful transition. Attending professional advisors are provided with an innovative learning experience and performance-enhancing products, tools, and research that will advance their skills and exit planning practice.

How You Will Benefit
After completing this course, attendees will be able to:

  • Recognize the major steps in the exit planning process from the five principal components of an exit plan
  • Identify how estate planning can affect the overall financial plan of the owner
  • Detect when an asset sale or stock sale is more appropriate for the parties
  • Determine the most effective ways to market exit planning services to business owners
  • Differentiate between the three approaches to value and know when to use or not use them


Emerging Leaders interview featuring Chris Snider, President and CEO of the Exit Planning Institute.
Discussion on the opportunities for financial advisers in exit planning. 

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What You Will Cover
Day 1: The Overall Need for Exit Planning and Review of the Exit Planning Process; Exit Planning Deliverables, Teams, and Developing Goals and Objectives; Planning for Post-Ownership Life
  • Describe how the baby boomer generation age wave will impact the sale of businesses in the coming future
  • Separate the major steps in the exit planning process from the five principal components of an exit plan
  • List three effective ways to deliver exit planning services
  • Describe why EPI promotes assembling teams of advisors to do exit planning work
  • Summarize the value of the goal setting and goal alignment process
  • Identify four elements of a “holistic succession strategy”
  • Explain “Grey Divorce” and its impact on business owners

Day 2: Financial Planning for Business Owners, Estate Planning, and the Integration of Charitable Intent; Basics of Business Valuations; Value Enhancement
  • Summarize how important wealth management, portfolio management, retirement planning, and risk management are to the business owner
  • Assess how estate planning can affect the overall financial plan of the owner
  • Identify how charitable intent now fits into the overall financial plan of the owner
  • Distinguish the difference between the three approaches to value and know when to use or not use them
  • Define subjective issues surrounding various components and discuss them intelligently
  • Demonstrate how the value factors drive the company in a positive or negative fashion
  • Specify how de-risking the company can maximize company value 

Day 3: Calculation of Net Proceeds, Business Valuation Case Study, and the Creation of Action Plans; Delivering Action Plans, Analyzing Exit Options and ESOPs as an Exit Strategy
  • Express when an asset sale or stock sale is more appropriate for the parties
  • Describe action plan development and delivery techniques with clients
  • Explain the subcategories of the major action plan categories
  • Identify how to deliver exit plans and obtain consensus from the owner to the proposed approach
  • Recognize the pros and cons of the seven basic transfer methods
  • Illustrate the optimal strategies to enhance a successful ESOP installation
  • Describe the attributes of the best ESOP candidates

Day 4: Understanding Third-Party Sales and the M&A Process; Understanding Private Equity; Family Transitions

  • Calculate realistic exit multiples
  • Coordinate the different advisors serving the M&A market
  • Explain to the owner the need for rigorous due diligence on the private equity firm to ensure that the private equity group is the right fit
  • Illustrate the typical time frame a private equity deal takes to close once a letter of intent is signed
  • Summarize the role of a family transitions specialist, and when and how to recommend one
  • Identify key factors to a successful transition in family businesses

Value Acceleration Methodology

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Who Should Attend

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

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Certified Exit Planning Advisor (CEPA)  Credentialing Program Faculty


To register, click the date or location below or contact Member/Client Services at (800) 677-2009 or NACVA1@NACVA.com.
Dates Location Early Registration Discounts and Deadlines
May 22–25, 2017 Chicago, IL See Below
July 31–August 3, 2017 San Francisco, CA See Below
November 6–9, 2017 Chicago, IL See Below

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Pricing Non-Member Member
Four-day Program (32.5 Hrs CPE) $4,500 $4,050
Price if registered for May dates by April 1, 2017 $3,795 $3,415
Price if registered for August dates by July 1, 2017
Price if registered for November dates by October 1, 2017    

The CEPA proctored exam is administered as an online exam.

Included with registration fee:

  • CEPA Application/Examination Fee
  • Program Tuition
  • First year credentialed membership dues 
  • One copy of Walking to Destiny: 11 Actions An Owner Must Take to Rapidly Grow Value & Unlock Wealth, written by Christopher M. Snider, CEPA
  • One copy of The $10 Trillion Opportunity, co-written by Richard Jackim, JD, CEPA & Peter Christman, CEPA
  • One copy of Every Family's Business, written by Thomas Deans, PhD
  • One copy of The Master Plan, written by Peter Christman, CEPA
  • Continental breakfasts, lunches, and breaks 

CPE Hours
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
Total CPE Hours   32.5

CPE will be issued by the Exit Planning Institute.

Cancelation Policy—Exit Planning Institute

Exit Planning Institute REFUND POLICY
Cancelations 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 cancelation number. Note: Colleague substitution is permitted with no penalty.                 

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.            

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