The Exit Planning Institute® community is comprised of a large variety of professional advisors from across the globe. There are over 4,000 Certified Exit Planning Advisors® in the marketplace currently helping business owners build value in their companies prior to exiting.
What is a CEPA?
The Certified Exit Planning Advisor (CEPA) credential is for professional advisors who want to effectively engage more business owners, build value within their business, and exit on their own terms. Through the process of Exit Planning, utilizing the Value Acceleration Methodology, owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning the CEPA credential expands your expertise and enhances your ability to engage business owners and conduct value-added conversations around growth and exit.
CEPA Case Studies
Learn how CEPA and EPI Academy Faculty Member, Mike Garrison, is utilizing his exit planning expertise in his practice, and how the CEPA credential has helped to expand his practice and thought leadership in the exit planning space.
Meet Mike Garrison
Mike Garrison, when not fly fishing or dreaming about his next time on the water, has worked for 25+ years with financial advisors and small business owners across the globe helping them to both grow their businesses and enjoy their lives through the power of a complete referral system that you can predict.
He is the author of Can I Borrow Your Car?: How Financial Advisors Can Grow Their Business and Love Their Life, co-author of the New York Times, Wall Street Journal, Amazon.com and USA Today bestseller: Truth or Delusion: Busting Networking’s Biggest Myths. Mike is also a contributing author to the number-one bestseller Masters of Success.
CEPA Provides A Comprehensive Approach to Exit Planning
Mike has nearly 30 years of experience working with business owners and members of their advisory and leadership teams to help them build their businesses. With his background as a business owner, coach, and consultant, Mike wanted to work with other financial advisors to help them get more meaningful engagements with business owners. Mike knew that the CEPA program would be the best program suited for his goals to grow his referral network of professional advisors and have deeper and more holistic conversations with business owners.
Mike Garrison has been a CEPA for less than a year but has already set in motion a new and comprehensive strategy to build his practice using the education and resources he gained from the CEPA program. Mike shares, “Most of my focus this first year has been focused on following what I write about in my book: looking for and building relationships with more advisors in the industry.”
Within six months of earning the CEPA credential Mike’s practice gained two new coaching clients with an additional $40K in annual revenue.
Request the Case Study
Learn more about Mike Garrison and how he incorporates the CEPA credential and education into his practice. Request the CEPA Case Study through the form below!
For additional insights from members of our CEPA community, visit our testimonials page for more CEPA Case Studies!
