THE EXIT PLANNING BLOG
Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.
Share this
How to Utilize the CEPA Credential as a CPA: A CEPA Case Study featuring Stacy Kuxhausen
by Colleen Kowalski on July 10, 2023
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 Stacy Kuxhausen is utilizing her exit planning expertise in her practice and how the CEPA credential has helped to expand her practice through thought leadership in the exit planning space.
Meet Stacy Kuxhausen
Stacy Kuxhausen, the owner and founder of IGX LLC, helps owners of privately held businesses increase their business value, reduce their pain points, and become exit ready for now or years in the future. Stacy has built, acquired, and sold her own businesses, and enjoys helping business owners reach their vision of success.
Request the Case Study
Learn more about Stacy and how she incorporates the CEPA credential and education into her 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!
Share this
- Blog (466)
- CEPA (319)
- exit planning (234)
- CEPA community (178)
- Business Owner (103)
- EPI Chapter Network (77)
- Exit Planning Summit (73)
- Exit Planning Partner Network (64)
- Content (48)
- EPI Announcement (48)
- Value Acceleration Methodology (42)
- Webinars (37)
- Marketing (30)
- 2024 Exit Planning Summit (28)
- Excellence in Exit Planning Awards (28)
- 5 Stages of Value Maturity (26)
- Books (24)
- Exit Planning Teams (22)
- EPI Team (21)
- 2023 Exit Planning Summit (20)
- women in business (19)
- family business (18)
- Exit Options (17)
- Leadership (17)
- Black Friday (16)
- EPI Academy (16)
- Intangible Capital (16)
- CPA (15)
- State of Owner Readiness (13)
- Chapters (12)
- Chris Snider (12)
- National Accounts (12)
- Small business (12)
- charitable intent (12)
- personal planning (12)
- Walking to Destiny (11)
- Financial Advisors (9)
- 5 Ds (8)
- About us (8)
- Podcast (8)
- Insiders Bash (7)
- Case Studies (6)
- Christmas (6)
- Exit Planning Content Library (6)
- Scott Snider (6)
- Owner Roundtables (5)
- Season of Deals (5)
- Value Advisors (5)
- financial planning (5)
- Awards (4)
- Five Ds (4)
- executive training (4)
- Owners Forum (3)
- forbes (3)
- EPI Thought Leadership Council (2)
- Exit & Succession (2)
- Exit Is Now Podcast (2)
- Peter Christman (2)
- Three Legs of the Stool (2)
- Veteran (2)
- Whitepapers (2)
- Business Owners Forum (1)
- author (1)
- business consultants (1)