How to Utilize Your CEPA Credential as an Advisor in a National Wealth Management Firm

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

Due to the variety of advisors in the CEPA community, we have numerous stories and examples of how the Certified Exit Planning Advisor Credential improves client engagements, builds value in advisory practices, and ultimately makes a CEPA an owner’s most valued and trusted advisor.

This year, EPI will share these stories from our CEPAs in a collection of case studies highlighting how the CEPA credential has changed their practice. Learn how a CEPA with a national wealth management firm is utilizing his exit planning expertise in his practice and how the CEPA credential has helped to expand his practice through thought leadership in the exit planning space.

Case Study Highlights

As a Private Wealth Advisor, this advisor brings an entrepreneurial mindset and fresh perspective to the multigenerational wealth planning needs of his team’s clients. 

After earning his CEPA credential, this advisor gained $200 million in new assets under management, increased his annual revenue by 55%, and was able to expand his practice into new service lines. 

Learn more about this advisor’s path toward building significant value in his practice in our latest CEPA Case Study. 

Download the CEPA Case Study