279 CEPAs Join the EPI Network in January 2024

The Certified Exit Planning Advisor (CEPA) credential is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam. The CEPA credential is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning credential in the marketplace today. To learn more, visit www.EarnCEPA.com.

CEPA Online | Class of January 2024

Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community

• Aisha Abdul-Mumin, CEPA, Merrill Lynch, Parkland, FL [Read More]
• Dennis Allen, CEPA, Raymond James, Charlotte, NC [Read More]
• Cole Allsopp, CEPA, Merrill Lynch, Annapolis, MD [Read More]
• Peter Alminas, CEPA, UBS, Springfield, MA [Read More]
• David Archer II, CEPA, The Wealth Advisory Group of DiLauro, Wracher & Thomas, Akron, OH [Read More]
• Omid Ardebili, CEPA, Ardebili Engineering, Scottsdale, AZ  [Read More]
• Frank Aswad, CEPA, Edward Jones, Colleyville, TX [Read More]
• Alice Baick, CEPA, Edward Jones, Yorba Linda, CA [Read More]
• Adam Barker, CEPA, Merrill Lynch, Plymouth Meeting, PA [Read More]
• Joe Bartlett, CEPA, UBS, Portland, OR [Read More]
• Luke Baschnagel, CEPA, Charthouse LLC, Glenview, IL [Read More]
• Erik Baskin, CEPA, Baskin Financial Planning, Sugarcreek Township, OH     [Read More]
• James Bayliss, CEPA, Morgan Stanley, College Station, TX [Read More]
• David Beeler, CEPA, Edward Jones, Cary, NC [Read More]
• David Belk, CEPA, Carolina Financial Advisors, Greensboro, NC [Read More]
• Brenda Bennett, CEPA, Brenda Bennett LLC, Columbus, OH [Read More]
• Albert Berg, CEPA, ASE Private Wealth, Greenville, SC [Read More]
• Scott Bergan, CEPA, Vineyard Financial Group, Scottsdale, AZ [Read More]
• Michael Berry, CEPA, Vision Financial Group, Des Moines, IA [Read More]
• William Bertacco, CEPA, Edward Jones, Sebastopol, CA [Read More]
• Brie Bolopue, CEPA, BPI, Boise, ID [Read More]
• DeAnna Bolt, CEPA, Edward Jones, Highland, IL [Read More]
• Bradley Borkhuis, CEPA, Epitome Coaching and Consulting, Sugar Land, TX  [Read More]
• John Bourgeois, CEPA, Edward Jones, Plano, TX [Read More]
• Gabe Bowman, CEPA, Edward Jones, Wake Forest, NC [Read More]
• Adam Bradford, CEPA, Edward Jones, Lake Orion, MI [Read More]
• Jason Brady, CEPA, Edward Jones, Mission Viejo, CA [Read More]
• Jeff Breit, CEPA, Thrivent, West Salem, WI [Read More]
• Christopher Brunk, CEPA, Merrill Lynch, Miami, FL [Read More]
• Leonard Bruskiewitz, CEPA, Greater Heights Coaching, Westford, MA         [Read More]
• Jordan Burger, CEPA, UBS, Milford, OH [Read More]
• Peter Burr, CEPA, Kingfisher Growth Strategies, Naples, FL [Read More]
• Jason Bush, CEPA, Linville Team Partners, Winston Salem, NC [Read More]
  
• Nivedita Buzzetta, CEPA, Edison Business Advisors, Naples, FL [Read More]
• Kayla Caldwell, CEPA, Edward Jones, Bowling Green, MO [Read More]
• Lisa Calongne, CEPA, Luminary Wealth Management, LLC, Metairie, LA      [Read More]
• Kris Canaday, CEPA, Resurgence Investments, New Market, TN [Read More]
• Stephanie Carter, CEPA, ERPEPI, Lexington, MO [Read More]
• Michael Cassata, CEPA, Rockland Trust, Mashpee, MA [Read More]
• John Celani, CEPA, Harper Fig Consulting, LLC, Amherst, NY [Read More]
• Canary Chia, CEPA, Merrill Lynch, Deer Park, IL [Read More]
• Maureen Christie, CEPA, BMO, Western Springs, IL [Read More]
• Lane Clevenger, CEPA, Clevenger Financial, Joplin, MO [Read More]
• William Cohn, CEPA, Thomas Cohn Associates, St. Louis, MO [Read More]
• Ryan Coleman, CEPA, Edward Jones, Vista, CA [Read More]
• Rashaan Coleman, CEPA, Morgan Stanley, Valencia, CA [Read More]
• Brian Conrad, CEPA, Edward Jones, Severna Park, MD [Read More]
• Nathan Cope, CEPA, DiLauro, Wracher & Thomas, Akron, OH [Read More]
• Olivia Countiss, CEPA, Edward Jones, Brandon, MS [Read More]
• Michael Culin, CEPA, The Kravitz Group, Plano, TX [Read More]
• David Cushing, CEPA, D.P. Cushing & Associates, Canton, OH [Read More]
• Brian Dale, CEPA,  Edward Jones, Okemos, MI [Read More]
• Jeff Davis, CEPA, Kimberly Advisors, Vero Beach, FL [Read More]
• Theotime Desmulier, CEPA, Rehmann, Kissimmee, FL [Read More]
• Racco DiLauro, CEPA, DiLauro, Wracher & Thomas, Akron, OH [Read More]
• Eric Dues, CEPA, Edward Jones, Redding, CA [Read More]
• Clayton Dunkle, CEPA, Sonoma Wealth Advisors, Sonoma, CA [Read More]
• Brenda Ell, CEPA, Morgan Stanley, Santa Rosa, CA [Read More]
• Kyle Ellis, CEPA, Windsor Advisory Group, Columbus, OH [Read More]
• Jeffrey English, CEPA, Morgan Stanley, Birmingham, AL [Read More]
• Brett Euler, CEPA, Euler Advisory, Kenmore, Australia [Read More]
• Rob Farish, CEPA, Edward Jones, Frisco, TX [Read More]
• Bobbi Faulkner, CEPA, Mor-Liquidity, Ottawa, ON [Read More]
• Bradley Feldman, CEPA, Pasadena Private, South Pasadena, CA [Read More]
• Joseph Scott Ferguson, CEPA, Next Step Business Consulting, New Orleans, LA [Read More]
• John Ferguson, CEPA, Wells Fargo, Mobile, AL [Read More]
• David Fisher, CEPA, Focal Point Coaching, Western Springs, IL [Read More]
• Mark Fishlowitz, CEPA, Edward Jones, Chatsworth, CA [Read More]
• Bennett Fletcher, CEPA, Edward Jones, Green Bay, WI [Read More]
• Jorge Flores, CEPA, Jorge Flores, Cambridge, MA [Read More]
• Sheila Fountain, CEPA, John Hancock, Boston, MA [Read More]
• Micha Fraim, CEPA, Fraim, Cawley & Company, CPAs, Roanoke, VA [Read More]
• Kevin Frette, CEPA, Northwest Wealth Management, Ankeny, IA [Read More]
• Stebenson Fuenmayor, CEPA, Merrill Lynch, Miami, FL [Read More]
• Andrea Galehouse, CEPA, SBDC, Simpsonville, SC [Read More]
• Akash Garg, CEPA, Merrill Lynch, Worchester, MA [Read More]
• Kevin Gavey, CEPA, UBS, Larchmont, NY [Read More]
• Paul Gerardi, CEPA, UBS, Harrison, NY [Read More]
• Mack Golos, CEPA, Becker Capital Management, Portland, OR [Read More]
• William Gomolinski, CEPA, Merrill Lynch, Western Springs, IL [Read More]
• Matti Gordon, CEPA, Truist, Cumming, GA [Read More]
• Ronald Grasso, CEPA, UBS, Lynchfield, MA [Read More]
• Christopher Greenland, CEPA, Edward Jones, Dover, OH [Read More]
• Travis Grieb, CEPA, Centeras Private Wealth, Portsmouth, NH [Read More]
• Colby Haggard, CEPA, Legacy & Succession, Edmond, OK [Read More]
• Afshin Hakim, CEPA, Hakim Law Group, Los Angeles [Read More]
• Matthew Hale, CEPA, Virginia Asset Management, Henrico, VA [Read More]
• John Hall, CEPA, Truist, Lakeland, FL  [Read More]
• Thom Hall, CEPA, Carson Wealth Management, Cottonwood Heights, UT [Read More]
• Brian Hamilton, CEPA, Edward Jones, Lenexa, KS [Read More]
• Patrick Hammon, CEPA, Edward Jones, Plaistow, NH [Read More]
• Joseph Hargrove, CEPA, Merrill Lynch, Chicago, IL [Read More]
• Jason Harris, CEPA, Equitable, Monclova, OH [Read More]
• Matt Harrison, CEPA, Stillwater Capital Management, Burlington, ON [Read More]
• Tim Harrison, CEPA, Harrison Financial Services, Omaha, NE [Read More]
• Nolan Hart, CEPA, Merrill Lynch, Albany, NY [Read More]
• Diane Hartz Warsoff, CEPA, Exit Factor of Salt Lake & Utah County, Lehi, UT [Read More]
• Walt Hawk, CEPA, Edward Jones, Conyers, GA [Read More]
• John Hayter, CEPA, Edward Jones, Shreveport, LA [Read More]
• Shahram Hazany, CEPA, Merrill Lynch, Los Angeles, CA [Read More]
• James Hedgspeth, CEPA, Morgan Stanley, Gadsden, AL [Read More]
• Nathan Helms, CEPA, Integrity Wealth, St. Petersburg, FL  [Read More]
• Peter Henrich, CEPA, Merrill Lynch, Chicago, IL  [Read More]
• Aaron Hetrick, CEPA, XitWisely, Nashville, TN [Read More]
• Christine Hollinden, CEPA, Hollinden, Houston, TX [Read More]
• Steve Holt, CEPA, Edward Jones, Franklin, TN [Read More]
• Sean Howe, CEPA, RBC, Crozet, VA [Read More]
• Robin Inman, CEPA, Edward Jones, Covington, LA [Read More]
• Lee Jamison, CEPA, Equity Business & Tax Advisors, Johns Creek, GA [Read More]
• Christopher Jenkins, CEPA, MassMutual, Raleigh, NC [Read More]
• Frederick Johnson, CEPA, Frederick Johnson Jr. CPA, LLC, Fredericksburg, VA [Read More]
• Jason Johnson, CEPA, UBS, Sanford, FL [Read More]
• Joel Johnson, CEPA, FourThought Financial, Venice, FL [Read More]
• Shawn Johnson, CEPA, Edward Jones, Nashville, TN [Read More]
• Stephanie Johnson, CEPA, Edward Jones, Golden, CO [Read More]
• Chris Jones, CEPA, Strategic Traction, Calgary, AB [Read More]
• Benjamin Julianel, CEPA, Navigators Advisory Group, Irvine CA [Read More]
• Fred Kaplan, CEPA, Stony Hill Advisors, Ambler, PA [Read More]
• Casey Karlsen, CEPA, Casey Karlsen, Pownal, ME [Read More]
• Manohar Kasetty, CEPA, MassMutual, Marietta ,GA [Read More]
• Weston Keenan, CEPA, Raymond James, Austin, TX [Read More]
• Michael Kemp, CEPA, Kemp Financial Group, St. Catharines, ON [Read More]
• Dana Kitchen, CEPA, Edward Jones, Carroll, IA [Read More]
• Brad Kluesner, CEPA, Edward Jones, Cumming, GA [Read More]
• Gary Kneifl, CEPA, Edward Jones, Roseville, CA  [Read More]
• Regina Korossy, CEPA, Edward Jones, Thousand Oaks, CA [Read More]
• Bogden Korszen, CEPA, Raymond James, Sarasota, FL [Read More]
• Harold Kremer, CEPA, Barnes Dennig, Crestview Hills, KY [Read More]
• Adam Kreutner, CEPA, RBC, Manhattan Beach, CA [Read More]
• Josh Kurjata, CEPA, Core Partners Chartered Professional Accountants, Dawson Creek, BC [Read More]
• William LaPiana, CEPA, Paxton Financial Services, New York, NY [Read More]
• Aaron Larson, CEPA, Edward Jones, Santaquin, UT [Read More]
• Matthew Latham, CEPA, Maner Costerisan PC, Lansing, MI [Read More]
• Daniel Latimer, CEPA, UBS, Indianapolis, IN [Read More]
• Evan Lavoie, CEPA, Continuum Consulting Group, Aliso Viejo, CA [Read More]
• Jon Lazarow, CEPA, FocalPoint Business Coaching of Missouri and Kansas, Webster Grove, MO [Read More]
• Taylor Leary, CEPA, Four Points Wealth Management, Greenwood Village, CO [Read More]
• Anthony Leonard, CEPA, MidCap Advisors, Montverde, FL [Read More]
• Steve Lerner, CEPA, Nautica Wealth Advisors, Poway, CA [Read More]
• Chuck Leuck, CEPA, Stonehurst Performance Strategies, LLC, Valparaiso, IN [Read More]
• Rochelle Lierz, CEPA, Amare, Garden City, ID [Read More]
• George Longfellow, CEPA, Thrivent, Mahomet, IL [Read More]
• Micah Lowry, CEPA, Morgan Stanley, Huntsville, AL [Read More]
• Manuel Lugo Garcia, CEPA, Parallel Advisors, San Francisco, CA [Read More]
• Brian Macho, CEPA, Thrivent, Minneapolis, MN [Read More]
• Scott MacKenzie, CEPA, Hampton Square Wealth Management, Andover, NJ [Read More]
• Tim Mahnesmith, CEPA, Edward Jones, Edwardsville, IL [Read More]
• Sean Mahoney, CEPA, MFS, Spokane, WA [Read More]
• Marissa Maiorca, CEPA, J.P. Morgan, San Diego, CA [Read More]
• Renee Maloney, CEPA, Truist, Winter Park, FL [Read More]
• Ed Maganello, CEPA, EBSM, Falmouth, ME [Read More]
• Jesse Mann, CEPA, Edward Jones, Columbia Falls, MT [Read More]
• Ryan Martin, CEPA, The Ezell, Lu, Martin Group, Corona Del Mar, CA [Read More]
• Ryan McCaslin, CEPA, EHTC, Grand Rapids, MI [Read More]
• Jay McDaniel, CEPA, Weiner Law Group, Parsippany, NJ [Read More]
• Brian McDonald, CEPA, Edward Jones, Round Hill, VA [Read More]
• Ryan McGarghan, CEPA, Synergy Tax Solutions, LLC, Belmont, NH [Read More]
• James McGovern, CEPA, McGovern Wealth Group, LLC, Gibsonia, PA [Read More]
• Thomas McKee, CEPA, Edward Jones, Lansdale, PA [Read More]
• Richard Medcke, CEPA, Edward Jones, Leduc, AB [Read More]
• Corinne Menacho, CEPA, Morgan Stanley, Greenwich, CT [Read More]
• Michael Mercea, CEPA, Sylk Ventures Ltd., Golden, CO [Read More]
• Damir Mesinovic, CEPA, J.P. Morgan, Manhattan Beach, CA [Read More]
• Christopher Metkiff, CEPA, MMGP, Wilmington, NC [Read More]
• Ian Miller, CEPA, Morgan Stanley, Allentown, PA [Read More]
• William Miller, CEPA, Truist, Salisbury, NC [Read More]
• Jodi Miller-Hammes, CEPA, Continuum Financial Group, Rochester, MN [Read More]
• Armani Miller-Jackson, CEPA, UBS, Plano, TX [Read More]
• Ryan Mills, CEPA, Sight Picture Investment, Claremont, CA [Read More]
• Edward Mitchell, CEPA, Edward Jones, Kansas City, KS [Read More]
• David Mitchell, CEPA, Edward Jones, Easley, SC [Read More]
• Travis Monro, CEPA, Centera Financial, Humble, TX [Read More]
• Kevin Murphy, CEPA, Edward Jones, Overland Park, KS [Read More]
• Bryson Murset, CEPA, Edward Jones, Chandler, AZ [Read More]
• Holly Muth, CEPA, Edward Jones, Roscoe, WI [Read More]
• Jeremy Newton, CEPA, Merrill Lynch, Missouri City, TX [Read More]
• Carl Nicpon, CEPA, March Creek, Dunwoody, GA [Read More]
• John Northrop, CEPA, Edward Jones, Montgomeryville, PA [Read More]
• Scott O'Berry, CEPA, Edward Jones, St. Pete Beach, FL [Read More]
• Kelliann O'Connor, CEPA, UBS, New York, NY [Read More]
• John Oeltjen, CEPA, Oeltjen Advisors, Valley Park, MO [Read More]
• Peter Oliphant, CEPA, Columbia Threadneedle Investments, Seattle, WA [Read More]
• Gregory Olson, CEPA, UBS, Edmonds, WA [Read More]
• Lynne Page, CEPA, Edward Jones, Fairview, OR [Read More]
• Kerri Palermo, CEPA, Charles Schwab, Pittsford, NY [Read More]
• Jim Paolone, CEPA, Edward Jones, Rock Hill, SC [Read More]
• Sam Parial, CEPA, Merrill Lynch, Burien, WA [Read More]
• John Peacock, CEPA, Edward Jones, Pensacola, FL [Read More]
• Rebecca Pearce, CEPA, Extend Coaching & Consulting, Towson, MD [Read More]
• Nicholas Pennino, CEPA, Edward Jones, Hermosa Beach, CA [Read More]
• Bradley Peters, CEPA, Edward Jones, Trenton, MO [Read More]
• Delrol Peters, CEPA, Thrivent, Brooklyn, NY [Read More]
• Nathan Petrinec, CEPA, Edward Jones, Ocean City, NJ [Read More]
• Gene (Martin) Pospicil, CEPA, Raymond James, Huntsville, AL [Read More]
• Alexander Powell, CEPA, Northern Trust, Boston, MA [Read More]
• Jeremy Powers, CEPA, Winding Staircase, Bethel, OH [Read More]
• Alfred Prestley, CEPA, 2020grow Pty Ltd, Karingal Centre, Australia [Read More]
• Michael Ravosa, CEPA, UBS, East Longmeadow, MA [Read More]
• Josh Rebholz, CEPA, RBC, Stillwater, MN [Read More]
• Adam Renbarger, CEPA, Edward Jones, Fishers, IN [Read More]
• Vincent Renda, CEPA, Edward Jones, Slingerlands, NY [Read More]
• Michael Reszkowski, CEPA, Morgan Stanley, Freehold, NJ [Read More]
• Joseph Rettig, CEPA, The Rettig Group, Clearwater, FL [Read More]
• Britton Reynolds, CEPA, Sentinus Wealth, Monona, WI [Read More]
• Brian Rhoads, CEPA, Edward Jones, West Plains, MO [Read More]
• James Rice, CEPA, Brightstead, Charlotte, NC [Read More]
• Katelyn Richards, CEPA, Zhang Financial, Kentwood, MI [Read More]
• Marlon Richardson, CEPA, Edward Jones, Natchez, MS [Read More]
• James Riepenhoff, CEPA, Morgan Stanley, Dublin, OH [Read More]
• Jesse Rigler, CEPA, Edward Jones, Kalispell, MT [Read More]
• Joshua Roberson, CEPA, Edward Jones, Denver, NC [Read More]
• Carolyn Rocha, CEPA, Edward Jones, Springtown, TX [Read More]
• Andrew Rodgers, CEPA, Mainspring, Burien, WA [Read More]
• Charles Roe, CEPA, Innova Wealth, LLC, Richmond, TX [Read More]
• Matthew Roma, CEPA, CIBC, Chicago, IL [Read More]
• John Roney, CEPA, FocalPoint Business Coaching, Greenville, SC [Read More]
• Richard Rothenberger, CEPA, Halcyon Financial Partners/Ameriprise, Garden City, NY [Read More]
• Luke Rother, CEPA, Spring Street Solutions, Fort Collins, CO [Read More]
• Nathan Ruben, CEPA, N8 Ventures, Wheeling, IL [Read More]
• Nicholas Rubnitz, CEPA, Rothschild Investment, LLC, Chicago, IL [Read More]
• Thomas Ruiz, CEPA, UBS, Cos Cob, CT [Read More]
• Christopher Rydgig, CEPA, Edward Jones, Glen Carbon, IL [Read More]
• Shannon Sandlin, CEPA, Edward Jones, Hampstead, NC [Read More]
• Eric Schenk, CEPA, UBS, Florham Park, NJ [Read More]
• Nathan Schmidt, CEPA, Perspective Planning Partners, Lincoln, NE [Read More]
• Julz Schwingler, CEPA, City National Rochdale, Orono, MN [Read More]
• Michael Seefeldt, CEPA, Edward Jones, Glen Carbon, IL [Read More]
• Viney Sethy, CEPA, Viney Sethy, Manhattan Beach, CA [Read More]
• Matthew Shack, CEPA, The Wealth Advisory Group of DiLauro, Wracher & Thomas, Bridgeville, PA [Read More]
• Jonathan Sheehan, CEPA, JW Cole Financial, Tamps, FL [Read More]
• Jacqueline Shohdy, CEPA, Edward Jones, Mission Viejo, CA [Read More]
• Emory Smith, CEPA, VisionPoint Advisory Group, Phoenix, AZ [Read More]
• Sarah Smith, CEPA, Morgan Stanley, Decatur, AL [Read More]
• William Spencer, CEPA, Ameriprise, Canton, GA [Read More]
• David Spires, CEPA, Edward Jones, Shawnee, OK [Read More]
• Chris St. Cartmail, CEPA, Business Sales Report, Auckland, New Zealand   [Read More]
• Laurentiu Stan, CEPA, Fairvalue Evaluari SRL RO38632748, Bucharest, Romania [Read More]
• Audrey Stansbury, CEPA, Edward Jones, Manhattan Beach, CA [Read More]
• Andrea Steinbrenner, CEPA, Exit Consulting Group, Coronado, CA [Read More]
• Deborah Stelly, CEPA, Edward Jones, Houston, TX [Read More]
• Patrick Sunday, CEPA, Edward Jones, Armonk, NY [Read More]
• Brian Suttle, CEPA, Edward Jones, Laguna Hills, CA [Read More]
• Andrew Swanscott, CEPA, Swannytech Pty Ltd, Niddrie, Australia [Read More]
• Joshua Taffer, CEPA, Journey Wealth Strategies, Madison, MS [Read More]
• David Tam, CEPA, Edward Jones, San Diego, CA [Read More]
• Christopher Taylor, CEPA, Edward Jones, Hoover, AL [Read More]
• David Thompson, CEPA, RBC, Newport Beach, CA [Read More]
• Christopher Tomes, CEPA, Ameriprise, Chicago, IL [Read More]
• Landon Troyer, CEPA, Feltz Wealthplan, Ashland, NE [Read More]
• Angela Truelove, CEPA, Merrill Lynch - Pierce, Fenner & Smith, Abilene, TX [Read More]
• Nicholas Tyburski, CEPA, LPL Financial, Bella Vista, AR [Read More]
• Robin Ucci, CEPA, Raymond James, Marion, IL [Read More]
• Christine Uhen, CEPA, PDA, San Diego, CA [Read More]
• Anthony Vignola, CEPA, King Financial Netwoek, Manalapan, NJ [Read More]
• Charles Voorhees, CEPA, Prudential, Rapid City, SD [Read More]
• Steven Voss, CEPA, Raymond James, Tampa, FL [Read More]
• Delaney Wallace, CEPA, Brix Partners, Harrison, NY [Read More]
• John Wallace, CEPA, Morgan Stanley, Fairhope, AL [Read More]
• Ryan Ward, CEPA, Morgan Stanley, Boca Raton, FL [Read More]
• Angela Warman, CEPA, Angela Rose Consulting, Hinsdale, IL [Read More]
• John Weber, CEPA, OCFinancialConsulting, Newport Beach, CA [Read More]
• Samuel Weining, CEPA, UBS, Louisville, KY [Read More]
• David Wentland, CEPA, Ribbon Falls Wealth Management, Mesa, AZ [Read More]
• Brian Whatley, CEPA, Wells Fargo, Arvada, CO [Read More]
• Brevin White, CEPA, BIP Wealth, LLC, Atlanta, GA [Read More]
• Katrina Whitlinger, CEPA, Edward Jones, Greer, SC [Read More]
• John Wildern, CEPA, FORVIS Private Client, Carmel, IN [Read More]
• Genoveva Winsen, CEPA, Genoveva, Locust Valley, CA [Read More]
• Peter Winters, CEPA, John Hancock, Tampa, FL [Read More]
• Jeffrey Withrow, CEPA, City National Rochdale, Denver, CO [Read More]
• Nicholas Wolf, CEPA, Manhattan West, Woodland Hills, CA [Read More]
• Eric Worrell, CEPA, Wells Fargo, Griffin, GA [Read More]
• Matthew Wracher, CEPA, The Wealth Advisory Group of DiLauro, Wracher & Thomas, Akron, OH [Read More]
• Todd Yeiter, CEPA, Thrivent, Shakopee, MN [Read More]
• Rebecca Zanders, CEPA, Zanders Consulting, LLC, Meridian, ID [Read More]
• Jalisa Zboril, CEPA, Edward Jones, El Campo, TX [Read More]
• Jing Zhou, CEPA, Core Action Consulting, Winter Springs, FL [Read More]
• Barbara Zuleger, CEPA, Performance Partners, LLC, Andover, MN [Read More]
  
  

We look forward to supporting all of you, alongside the entire CEPA network, as you change outcomes for the middle market!

More than a credentialing company.

“This Methodology is Going to Supercharge My Practice!” -Justin Goodbread, CEPA, CFP®

Exit planning is not just a plan (or a keyed-in report to print out for an owner). It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. It aligns the business, personal, and financial needs of the owner. Good exit planning utilizes the Value Acceleration Methodology™ to move clients through discovery, prepare, and decide gates.

Certified Exit Planning Advisors (CEPA) educate the owner on all of the exit options and enter an engagement with an exit-option-agnostic perspective to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project.

View the award-winning methodology.

“Why did I earn CEPA when I already had an exit planning designation? Simple, the network. The quality of the EPI advisor network is unmatched.” -Paul Meyer, CEPA, CBEC

Do you consider your COIs or your referral network as the #1 source for new business? Look no further for your next membership affiliation. Formed in 2005 to serve the educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants, and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the world's most widely accepted and endorsed professional exit planning program. Find a CEPA in your area.

“As a CPA, nothing is more important than exit planning.” -Bill Kenedy, CPA/ABV, CFF, CEPA

Our founders paved the way for the organization we are today. In the past three years alone, EPI has grown by more than ten times. We support and enable thousands of professional advisors who are leading the way in their local marketplaces across the globe. We invite you to join the community and experience the EPI difference.

We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors with the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 900 CEPAs (and counting) and thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future. Explore the EPI history timeline snapshot

“You want to have the best credential in the industry. So my advice is that you have to go with Exit Planning Institute.” -Vincent Mastrovito, CEPA, CBEC

Do you want help in an increasingly commoditized or oversaturated marketplace? Do you want just another designation for your business card or do you want the credentialing education that helps you adapt and thrive in a rapidly changing industry? You’ve come to the right place.

The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe. To serve this elite and cross-functional community on one major platform, EPI produces the best content as it relates to exit planning, succession planning, and value acceleration, provides ongoing advisor support and practice development, and creates connectivity to transitioning business owners. Connect with us today!

Explore the unmatched professional development experience and gain your next competitive edge in 2023.

The Certified Exit Planning Advisor (CEPA) Program is the most widely endorsed and accepted exit planning credential in the marketplace today. Experience the EPI difference and determine if earning the CEPA credential is the next strategic move for you to reinvent yourself in a changing marketplace. Visit www.EarnCEPA.com today.