In 2007, Exit Planning Institute® (EPI) launched the first-ever Certified Exit Planning Advisor (CEPA®) program. This designation would change the profession forever, as it provided advisors with a framework for exit planning through the Value Acceleration Methodology™. In the first five years alone, 200 advisors earned their CEPA designation, and now, 18 years later, there are more than 8,000 CEPAs globally.
The CEPA designation empowers advisors to serve their clients and fellow advisors in the industry's growing demand for exit planning. Here, we recognize five best-in-class CEPAs who earned their credential in 2009, marking their 15th year in the profession and driving value for business owners.
Celebrating the CEPAs from the Class of 2009
Gordon Bell: Gordon Bell, known fondly as Gord, is a distinguished exit planning advisor with a wealth of experience guiding businesses through growth and successful transitions. As the owner and CEO of The Midland Group, he serves a diverse clientele with revenues ranging from $10 million to $5 billion, offering strategies that empower business owners to build, grow, and ultimately exit their companies with confidence. A former faculty member at the EPI, Gord is celebrated for his innovative “Next Best Step” approach—a framework that places a strong emphasis on understanding clients' unique visions and journeys. Rather than positioning himself in the spotlight, Gord is driven by a profound commitment to his clients, employing a consultative style that prioritizes their aspirations and challenges. Learn more about Gord here.
Clarke Langrall: 2009 graduate Clarke Langrall has assisted business owners for over 15 years by guiding them through their personal roadmap process to achieve their desired exit. Clarke is president and CEO of Forecast Strategic Advisors and a faculty member at the Business Strategy Institute. He understands how important the business is to its owner and takes his responsibility as an exit planner very seriously. Learn more about Clarke here.
Jason Kwiatkowski: Jason Kwiatkowski is the co-founder and president of Valuation Support Partners, LTD, providing valuation and litigation support services to various private and public companies. As a CEPA, Jason is well-equipped to help business owners not only understand the value of their business but also enhance it. He assists business owners in both the United States and Canada. Learn more about Jason here.
Peter Hickey: Peter Hickey is a distinguished business professional, recognized as the Ernst & Young New South Wales Entrepreneur of the Year in 1999 and a bestselling author. With a rich history of founding multiple successful businesses, Peter has become a prominent figure in the field of exit planning. Through his expertise and insights, Peter continues to drive the evolution of exit planning, helping clients unlock their potential and achieve their aspirations. Learn more about Peter here.
Barry Kasoff: With over 35 years of experience in strategic management, operations management, crisis management, finance, accounting, and information systems, Barry Kasoff brings a wealth of insights to the exit planning profession. He is the president of Realization Services and has achieved 19 professional certifications along with two MBAs. Learn more about Barry here.
Recognizing Excellence in Exit Planning
These five CEPAs have made remarkable contributions to the exit planning profession, and they can take great pride in their achievements today. We honor their dedication and the ongoing evolution of exit planning. Their accomplishments will be celebrated at the Exit Planning Summit, a testament to their commitment to excellence and innovation in the field.
Join us in recognizing the outstanding achievements of these exceptional individuals at this year’s Exit Planning Summit.
