CEPA - Certified Exit Planning Advisor

The CEPA designation is awarded by the Exit Planning Institute (EPI). The education for this designation is specifically focused on helping business owners retain and maximize the value from their business. The required courses are taught by experts in Financial Planning, Business Valuation, Business Value Creation/Acceleration, Mergers & Acquisitions, Investment Banking, Private Equity Groups, and Business Tax Experts. The value that a CEPA holder brings to business owners is their comprehensive knowledge and training in the different options that the business owner can use to maximize the after tax wealth from their business.
 
 

D3 Team Member with the CEPA Designation

Brett Spencer

CEPA, CFP®, MS