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, Rick Krebs, is utilizing his exit planning expertise in his M&A practice, and how the CEPA credential has helped to expand his practice and thought leadership in the exit planning space.
Meet Rick Krebs
Rick brings a unique blend of sales, entrepreneurial, and financial experience to Business Sales Group. He began his career as a CPA, working in Nevada and Utah where valuable financial experience was gained. He uses those skills every day. He graduated with a Master's of Science Degree and a Bachelor's Degree from Utah State University. As a business owner, he started Liberty Mortgage, a mortgage bank licensed in 23 states nationwide. He eventually sold the successful company to an investor from California. He has been in the M&A space helping people sell their businesses since July 2010. During his first year with BRC, he listed and sold more businesses than the entire office combined.
As a sale-side and buy-side advisor for Mergers and Acquisitions transactions Rick's advisory, accounting, and management skills are invaluable when advising sellers as they maneuver the intricate details of the deal through closing. Rick is also a CNA (Certified Negotiation Expert) which helps him negotiate the most favorable terms for clients in a transaction.
Rick is the Co-Founder and President of the EPI Utah Chapter, author of Sell Your Business By Design Not By Default, and host of the popular podcast M&A Murders & Accusations, the Good the Bad and the Ugly of Selling Your Business.
How do I implement this knowledge into my practice?
Exit planning is not just a plan. It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on their terms when they are ready. It aligns the business, personal, and financial needs of the owner. Rick emphasizes, “All worthwhile things require effort. Planning and investing for your future now is especially worth it.”
As such, Rick implements the value-building measures learned from the CEPA program into every facet of his business and his client’s businesses. Rick has gained five new clients since earning the CEPA credential. Accounting for an additional $100,000 in annual revenue and the largest sale of his professional career. Rick serves on his owner clients’ team of advisors and acts as an intermediary to connect the owners with business coaches and Value Acceleration experts who help them scale their businesses. Rick continues, “I am involved in the beginning during the valuation and at the end during the sale of the business.”
Request the Case Study
Learn more about Rick Krebsl 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!
