CEPA Immersion Events are designed to provide Certified Exit Planning Advisors (CEPA®) with actionable insights to expand their knowledge and ability to work alongside their business-owner clients.
The Exit Planning Institute® (EPI), in collaboration with our partners at Cultivate Advisors, will host these three-hour virtual events every two months, starting May 12. To learn more about these events, read on below, and visit CEPAImmersionEvents.com to register for the next event.
What You’ll Learn
Building Relationships
Led by Casey Clarke, CEO and Co-Founder of Cultivate, attendees will receive unique resources designed for CEPAs guiding clients through the Value Acceleration Methodology™ (VAM).
Casey, a former business owner who experienced his own exit, will help attendees incorporate enterprise value and Value Acceleration language into their vocabulary to help fast-track landing new business-owner clients and better serve their current clients.
Advisors will also learn how to differentiate themselves in the crowded marketplace by better understanding how business owners think. This includes how to have more productive and meaningful conversations with clients.
Attendees will get strategies to foster successful relationships. More importantly, they’ll learn how to embed themselves as their clients’ most-trusted advisor, ensuring those relationships last beyond the owner’s exit.
Put Your Value Acceleration Knowledge Into Action
Building on what you learned in the CEPA course, you’ll leave a CEPA Immersion Event with a trove of playbooks and tools that have helped Cultivate work with more than 3,000 business owners over the past decade.
These tools include ways to uncover growth opportunities within a business and to systematize how you work with owners to set you up for success.
In addition to the strategies, frameworks, and language, attendees will receive three Value Acceleration Knowledge Hours toward the continuing education (CE) required to maintain their CEPA credential. CEPA Immersion Events will be eligible for 3.5 CFP® continuing education credits as well.
The When and the Where
CEPA Immersion Events are scheduled to take place every other month and are 100% virtual, providing advisors everywhere with the opportunity to join and learn. These Zoom-hosted events will take place from 11 AM to 2 PM Eastern.
The current CEPA Immersion Event dates are:
- May 12, 2026
- July 14, 2026
- September 1, 2026
- November 5, 2026
- January 6, 2027
Register Now
Registration for these CEPA Immersion Events is $99 and open to all Certified Exit Planning Advisors looking to elevate their practice. To learn more and find the best session for you, visit CEPAImmersionEvents.com.
About the Certified Exit Planning Advisor Credential
A Certified Exit Planning Advisor (CEPA®) is a professional credential for advisors who wish to engage with business owner clients through the exit planning process using the Value Acceleration Methodology™. Through the CEPA credential, advisors can provide new offerings for clients and stand out from their non-CEPA peers, all while gaining access to education, resources, and a vast network of like-minded professionals.
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