--- title: How Top Advisors Integrate Value Acceleration into their Practice description: Explore how top advisors implement the Certified Exit Planning Advisor credential and the Value Acceleration Methodology into their work with business owners. image: https://blog.exit-planning-institute.org/hubfs/AMAWebinar-BLOG.png --- - [216-712-4244](tel:216-712-4244) - [About](https://exit-planning-institute.org/about-us) - [Login](https://exit-planning-institute.org/dashboard) Open search Close search More results [![Exit Planning Institute Logo](https://blog.exit-planning-institute.org/hs-fs/hubfs/EPI-Live-Logo_Full%20Color-1.png?width=175&height=78&name=EPI-Live-Logo_Full%20Color-1.png "Exit Planning Institute Logo")](https://exit-planning-institute.org/) [![Exit Planning Institute - EPI](https://blog.exit-planning-institute.org/hs-fs/hubfs/EPI-Assets-2022/global/EPI-logo.png?width=125&height=54&name=EPI-logo.png "Exit Planning Institute - EPI")](https://exit-planning-institute-6863690-hs-sites-com.sandbox.hs-sites.com/) [![Exit Planning Institute Logo](https://blog.exit-planning-institute.org/hs-fs/hubfs/EPI-Live-Logo_Full%20Color-1.png?width=125&height=55&name=EPI-Live-Logo_Full%20Color-1.png "Exit Planning Institute Logo")](https://exit-planning-institute.org/) - Learn About CEPA ### Program Overview [Learn all about the CEPA® program and how to become your client’s most trusted advisor. →](https://exit-planning-institute.org/program/certified-exit-planning-advisor) ### Register for CEPA [Register for upcoming CEPA® courses and take the first steps toward your Value Acceleration journey. →](https://exit-planning-institute.org/program/certified-exit-planning-advisor-registration) ### Testimonials [Hear from real individuals about how Exit Planning Institute® and the Certified Exit Planning Advisor designation have transformed their daily practice and resulted in better outcomes for clients. →](https://exit-planning-institute.org/clients-we-serve) #### [Download the CEPA Brochure](https://exit-planning-institute.org/cepa-brochure-download) Read our comprehensive guide on all things CEPA®. #### [The Value Acceleration Methodology](https://exit-planning-institute.org/about-us-methodology) Learn about this crucial exit planning methodology and the foundation of EPI’s philosophy. #### [Organizations that Approve CEPA](https://exit-planning-institute.org/resources/cepa-approved-organizations) Find out which organizations approve of the CEPA® designation. #### [Member Benefits](https://exit-planning-institute.org/cepa-member-benefits) Explore all the EPI benefits you can leverage as you embark on your CEPA® journey. #### [Meet the CEPA Faculty](https://exit-planning-institute.org/about-us/cepa-faculty) Meet our EPI CEPA® Faculty instructing our CEPA courses, and learn more about these leaders in the space. #### [FAQ](https://exit-planning-institute.org/exit-planning-faqs) Find answers to your frequently asked CEPA® questions here. - Courses ### Featured Courses [CEPA® EXAM Prep Course →](https://exit-planning-institute.org/program/certified-exit-planning-advisor-exam-prep) [Empowering Conversations with Business Owners →](https://exit-planning-institute.org/program/empowering-conversations) [Implementing Value Acceleration as a Financial Advisor →](https://exit-planning-institute.org/program/financial-advisor) ### All-Access Bundle [Get unlimited access to EPI Academy's full course library for a year and stay ahead with flexible, on-demand continuing education. →](https://exit-planning-institute.myshopify.com/products/epi-academy-all-access) #### [About the Academy](https://exit-planning-institute.org/academy-home) Learn more about EPI Academy, your one-stop destination for exit planning education. #### [Continuing Education Bundle](https://exit-planning-institute.org/epi-academy-courses?filter=Bundles) Complete your CE requirements with a curated collection of EPI Academy courses designed to help you maintain your CEPA®️ credential and sharpen your expertise. #### [View All Courses](https://exit-planning-institute.org/epi-academy-courses) View the complete course collection. #### [Exit Planning Summit + Academy Bundle](https://earncepa.schedulehero.io/inbound/exit-planning-summit) Register for the Exit Planning Summit and receive three complimentary EPI Academy courses. Connect with an Account Manager today. #### [Academy Faculty](https://exit-planning-institute.org/about-us/cepa-faculty) Meet the leadership instructing our EPI Academy courses. - Chapters [Explore Full Network](https://exit-planning-institute.org/chapters) [Atlanta](https://exit-planning-institute.org/chapter/epi-atlanta-chapter) [Austin](https://exit-planning-institute.org/chapter/epi-austin-chapter) [Central Ohio](https://exit-planning-institute.org/chapter/epi-central-ohio-chapter) [Chicago](https://exit-planning-institute.org/chapter/epi-chicago-chapter) [Conejo Valley](https://exit-planning-institute.org/chapter/epi-conejo-valley-chapter) [Denver](https://exit-planning-institute.org/chapter/epi-denver-chapter) [Greater Boston](https://exit-planning-institute.org/chapter/epi-greater-boston-chapter) [Greater Los Angeles](https://exit-planning-institute.org/chapter/epi-greater-los-angeles-chapter) [Greater New York](https://exit-planning-institute.org/chapter/epi-greater-new-york-chapter) [Greater Philadelphia](https://exit-planning-institute.org/chapter/epi-greater-philadelphia-chapter) [Inland Empire](https://exit-planning-institute.org/chapter/epi-inland-empire-chapter) [Kansas City](https://exit-planning-institute.org/chapter/epi-kansas-city-chapter) [Mahoning-Shenango Valley](https://exit-planning-institute.org/chapter/epi-mahoning-shenango-valley-chapter) [Nashville](https://exit-planning-institute.org/chapter/epi-nashville-chapter) [New Jersey](https://exit-planning-institute.org/chapter/epi-new-jersey-chapter) [Orange County](https://exit-planning-institute.org/chapter/epi-orange-county-chapter) [Orlando](https://exit-planning-institute.org/chapter/epi-orlando-chapter) [Pittsburgh](https://exit-planning-institute.org/chapter/epi-pittsburgh-chapter) [Raleigh-Durham](https://exit-planning-institute.org/chapter/epi-raleigh-chapter) [San Diego](https://exit-planning-institute.org/chapter/epi-san-diego-chapter) [San Francisco](https://exit-planning-institute.org/chapter/epi-san-francisco-chapter) [Sarasota](https://exit-planning-institute.org/chapter/epi-sarasota-chapter) [Southeast Michigan](https://exit-planning-institute.org/chapter/epi-southeast-michigan-chapter) [St. Louis](https://exit-planning-institute.org/chapter/epi-st-louis-chapter) [Twin Cities Metro Area](https://exit-planning-institute.org/chapter/epi-twin-cities-chapter) [Utah](https://exit-planning-institute.org/chapter/epi-utah-chapter) [Washington, D.C.](https://exit-planning-institute.org/chapter/epi-washington-dc-chapter) [Wisconsin](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter) - Events ### The Exit Planning Summit [Take a deep dive into the premier exit planning event, bringing together advisors from across the globe for networking and education. →](https://exitplanningsummit.com/) ### Webinars [Learn more about EPI-hosted webinars, providing a wealth of expert knowledge on a variety of exit planning topics for CEPA®s and non-CEPAs. →](https://exit-planning-institute.org/program/webinars) #### [CEPA Mastermind Groups](https://exit-planning-institute.org/knowledge/upcoming-cepa-mastermind-groups) Learn more about these interactive networking and best practice groups, for CEPA®s only. #### [Growth and Impact Week](https://growthandimpact.com/) An in-person, two-day experience designed for advisors and business owners committed to growth and long-term value creation. #### [Full Event Calendar](https://exit-planning-institute.org/events) Keep track of all the events happening at EPI, and find one near you. #### [CEPA Mastery Winter Retreat](https://cepamastery.com) An exclusive winter retreat for CEPA Mastery members to connect, recharge, and deepen their mastery of exit planning.   #### [CEPA Immersion Events](https://exit-planning-institute.org/cepa-immersion-events) Hands-on training to deepen advisor impact and strengthen business owner relationships. - Resources ### State of Owner Readiness [Find the latest results from EPI’s State of Owner Readiness™ Report, offering unique business owner insight nationally. →](https://exit-planning-institute.org/2023-national-state-of-owner-readiness) ### Annual Exit [Discover the first-of-its-kind exit planning magazine, where both advisors and non-advisors alike can find a wealth of interesting articles and industry insights. →](https://exit-planning-institute.org/the-annual-exit) ### Free Content Library [Explore EPI's free library of case studies, white papers, and infographics to help advisors build strategies, educate clients, and sharpen exit planning skills. →](https://exit-planning-institute.org/exit-planning-content-library) #### [Recommended Reads](https://exit-planning-institute.org/resources/bookstore) Check out EPI’s recommended exit planning reads, with contributions from leaders in the space. #### [Mastering the Market](https://exit-planning-institute.org/mastering-the-market) Find our collections of business review pieces, written by experts with a commitment to leadership and excellence. #### [State of Owner Readiness Regional](https://exit-planning-institute.org/state-of-owner-readiness) Find results from various regional State of Owner Readiness™ Reports, with various regional insights from business owners. #### [Exit Planning Blog](https://blog.exit-planning-institute.org/) Read weekly blogs on various exit planning topics, with frequent contributions from industry thought leadership. #### [Exit is Now Podcast Network](https://podcast.exit-planning-institute.org/exit-is-now-network) The Exit is Now podcast network features industry leaders, CEPA®s, and experts sharing insights on value creation and exit planning to help advisors and business owners succeed. #### [Partner Network](https://exit-planning-institute.org/about-us/exit-planning-partner-network) Meet EPI’s Partner Network and learn more about these various exit planning leaders. #### [Find a CEPA](https://exit-planning-institute.org/find-a-cepa) Connect with a Certified Exit Planning Advisor (CEPA), a professional trained to help business owners accelerate growth, build value, and align personal and financial goals for a successful exit. #### [Walking to Destiny](https://exit-planning-institute.org/en-us/walking-destiny) Bridge the gap between owners and advisors with the foundational framework handbook to exit planning and the Value Acceleration Methodology™ - About EPI ### About EPI [Learn all about the people and history behind Exit Planning Institute®. →](https://exit-planning-institute.org/about-us) ### Purpose Statement [What drives EPI? Read more about EPI’s vision and purpose. →](https://exit-planning-institute.org/our-purpose) #### [Videos](https://exit-planning-institute.org/resources/videos) Browse and watch a variety of educational and entertaining exit planning videos. #### [Thought Leadership](https://exit-planning-institute.org/about-us/epi-thought-leadership-council) Meet the EPI Thought Leadership Council, featuring exit planning experts across the industry. [ Download Our CEPA Brochure ](https://exit-planning-institute.org/cepa-brochure-download) [ Download Our CEPA Brochure ](https://exit-planning-institute.org/cepa-brochure-download) [ Download Our CEPA Brochure ](https://exit-planning-institute.org/cepa-brochure-download) Open search Close search More results Open menu - CEPA - [Download the CEPA Program Brochure](https://exit-planning-institute.org/cepa-brochure-download) - [CEPA Program Overview](https://exit-planning-institute.org/program/certified-exit-planning-advisor) - [Value Acceleration Methodology](https://exit-planning-institute.org/about-us-methodology) - [Testimonials](https://exit-planning-institute.org/clients-we-serve) - [Register For CEPA](https://exit-planning-institute.org/program/certified-exit-planning-advisor-registration) - [Our Faculty](https://exit-planning-institute.org/about-us/cepa-faculty) - [Member Benefits](https://exit-planning-institute.org/cepa-member-benefits) - [FAQs](https://exit-planning-institute.org/exit-planning-faqs) - [Organizations that Approve CEPA](https://exit-planning-institute.org/resources/cepa-approved-organizations) - Courses - Featured Courses - [View All Courses](https://exit-planning-institute.org/epi-academy-courses) - New Releases - [View All Courses](https://exit-planning-institute.org/epi-academy-courses) - Events - [Full Event Calendar](https://exit-planning-institute.org/events) - [Webinars](https://exit-planning-institute.org/program/webinars) - [CEPA Credentialing Program](https://exit-planning-institute.org/program/certified-exit-planning-advisor-registration) - [CEPA Mastermind Groups](https://exit-planning-institute.org/knowledge/upcoming-cepa-mastermind-groups) - [The Exit Planning Summit](https://exitplanningsummit.com/) - [Growth and Impact Week](https://growthandimpact.com/) - [CEPA Mastery Winter Retreat](https://cepamastery.com/) - [CEPA Immersion Events](https://exit-planning-institute.org/cepa-immersion-events) - Chapters - [Explore Full Network](https://exit-planning-institute.org/chapters) - [Atlanta](https://exit-planning-institute.org/chapter/epi-atlanta-chapter) - [Austin](https://exit-planning-institute.org/chapter/epi-austin-chapter) - [Central Ohio ](https://exit-planning-institute.org/chapter/epi-central-ohio-chapter) - [Chicago](https://exit-planning-institute.org/chapter/epi-chicago-chapter) - [Conejo Valley](https://exit-planning-institute.org/chapter/epi-conejo-valley-chapter) - [Denver](https://exit-planning-institute.org/chapter/epi-denver-chapter) - [Greater Boston](https://exit-planning-institute.org/chapter/epi-greater-boston-chapter) - [Greater Los Angeles](https://exit-planning-institute.org/chapter/epi-greater-los-angeles-chapter) - [Greater New York](https://exit-planning-institute.org/chapter/epi-greater-new-york-chapter) - [Greater Philadelphia](https://exit-planning-institute.org/chapter/epi-greater-philadelphia-chapter) - [Inland Empire](https://exit-planning-institute.org/chapter/epi-inland-empire-chapter) - [Kansas City](https://exit-planning-institute.org/chapter/epi-kansas-city-chapter) - [Mahoning-Shenango Valley](https://exit-planning-institute.org/chapter/epi-mahoning-shenango-valley-chapter) - [Nashville](https://exit-planning-institute.org/chapter/epi-nashville-chapter) - [New Jersey](https://exit-planning-institute.org/chapter/epi-new-jersey-chapter) - [Orange County](https://exit-planning-institute.org/chapter/epi-orange-county-chapter) - [Orlando](https://exit-planning-institute.org/chapter/epi-orlando-chapter) - [Pittsburgh](https://exit-planning-institute.org/chapter/epi-pittsburgh-chapter) - [Raleigh-Durham](https://exit-planning-institute.org/chapter/epi-raleigh-chapter) - [San Diego](https://exit-planning-institute.org/chapter/epi-san-diego-chapter) - [San Francisco](https://exit-planning-institute.org/chapter/epi-san-francisco-chapter) - [Sarasota](https://exit-planning-institute.org/chapter/epi-sarasota-chapter) - [Southeast Michigan](https://exit-planning-institute.org/chapter/epi-southeast-michigan-chapter) - [St. Louis](https://exit-planning-institute.org/chapter/epi-st-louis-chapter) - [Twin Cities Metro Area](https://exit-planning-institute.org/chapter/epi-twin-cities-chapter) - [Utah](https://exit-planning-institute.org/chapter/epi-utah-chapter) - [Washington, D.C.](https://exit-planning-institute.org/chapter/epi-washington-dc-chapter) - [Wisconsin](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter) - Resources - [Walking to Destiny: The Value Acceleration Handbook](https://exit-planning-institute.org/resources/walking-destiny-downloads) - [State of Owner Readiness](https://exit-planning-institute.org/state-of-owner-readiness) - [Exit Planning Blog](https://blog.exit-planning-institute.org) - [Free Content Library](https://exit-planning-institute.org/exit-planning-content-library) - [Videos](https://exit-planning-institute.org/resources/videos) - [Find a CEPA](https://exit-planning-institute.org/find-a-cepa) - [Exit is Now Podcast](https://podcast.exit-planning-institute.org/plan-accordingly) - [Recommended Reads](https://exit-planning-institute.org/resources/bookstore) - [Partner Network](https://exit-planning-institute.org/about-us/exit-planning-partner-network) - [Thought Leadership Council](https://exit-planning-institute.org/about-us/epi-thought-leadership-council) - [Mastering The Market](https://exit-planning-institute.org/mastering-the-market) - [Annual Exit Magazine](https://exit-planning-institute.org/the-annual-exit) - [216-712-4244](tel:216-712-4244) - [About](https://exit-planning-institute.org/about-us) - [Member Login](https://blog.exit-planning-institute.org/_hcms/mem/login) [ Download Our CEPA Brochure ](https://exit-planning-institute.org/cepa-brochure-download) Close menu ![exit planning institute](https://blog.exit-planning-institute.org/hs-fs/hubfs/logos/EPI_Exit-Planning-Institute_shield_white.png?width=60&height=64&name=EPI_Exit-Planning-Institute_shield_white.png) ## 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. [![home](https://blog.exit-planning-institute.org/hubfs/EPI-Assets-2022/blog/home.png) ](https://blog.exit-planning-institute.org/) #### Share this [Share on Twitter ](https://twitter.com/share?url=https://blog.exit-planning-institute.org/how-top-advisors-integrate-value-acceleration&text=How%20Top Advisors%20Integrate%20Value%20Acceleration%20into%20their%20Practice) [Share on Facebook ](https://www.facebook.com/sharer/sharer.php?u=https://blog.exit-planning-institute.org/how-top-advisors-integrate-value-acceleration&t=How%20Top Advisors%20Integrate%20Value%20Acceleration%20into%20their%20Practice) [Share on LinkedIn ](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.exit-planning-institute.org/how-top-advisors-integrate-value-acceleration&t=How%20Top Advisors%20Integrate%20Value%20Acceleration%20into%20their%20Practice) # How Top Advisors Integrate Value Acceleration into their Practice by [**Rob DiFranco**](https://blog.exit-planning-institute.org/author/rob-difranco) on July 27, 2026 ![How Top Advisors Integrate Value Acceleration into their Practice](https://blog.exit-planning-institute.org/hubfs/AMAWebinar-BLOG.png) What does it actually look like to put the [Certified Exit Planning Advisor (CEPA®)](https://exit-planning-institute.org/program/certified-exit-planning-advisor) credential into practice? That was the focus of the [Exit Planning Institute’s® (EPI](https://exit-planning-institute.org/)) recent Ask Me Anything webinar, which brought together CEPAs, Joe Strazzeri, Renee Russo, and Jon Chen, to share how the credential has shaped their work with business-owner clients. ## What Does it Mean to be a CEPA? The [Value Acceleration Methodology™ (VAM)](https://exit-planning-institute.org/about-us-methodology) is built around a simple but powerful idea introduced by EPI Chairman Christopher Snider in [*Walking to Destiny*](https://exit-planning-institute.org/resources/walking-destiny-downloads): exit planning is good business planning. That idea shaped much of the webinar discussion and helped explain why VAM resonates across advisory disciplines. For Joe, a veteran CEPA, former [Exit Planner of the Year](https://blog.exit-planning-institute.org/meet-the-2023-excellence-in-exit-planning-award-winners), and member of [EPI’s Thought Leadership Council](https://blog.exit-planning-institute.org/intro-epi-thought-leadership-council), that concept was a turning point. Rather than thinking about exit planning as a conversation that begins only when an owner is ready to leave, he saw it as a way to improve the business regardless of the eventual outcome. “I had to hit stop and replay it in my mind and let that hit me,” Joe says. “It changed the way I give advice to clients. You don’t have to exit, you have to pretend like you’re going to, which gives you the opportunity to exit or keep it and make tons of money.” That distinction matters because it reframes exit planning as a long-term strategy rather than a one-time event. It gives advisors a way to help business owners build value and create options, whether they plan to transition soon or continue growing for years to come. The discussion also emphasized that becoming a CEPA can change how advisors think about their role. For Renee, [2026 Exit Planner of the Year](https://blog.exit-planning-institute.org/2026-excellence-in-exit-planning-winners) and a member of the EPI Thought Leadership Council, the designation expanded her perspective beyond traditional business systems to the more personal side of advisory work. “I realized I needed to have the most important conversation: who they are, what they want, and what this business means to them beyond the money,” she says. “Money doesn’t have a soul. But the business owner and their life and their legacy do.” The work of a CEPA starts with Value Acceleration, including understanding the person behind the business. CEPAs work with business owners to build more transferable companies *and *clarify goals, define success, and make decisions that support the future that they want. ## How Has Your Practice Changed Since CEPA? During the webinar, Joe, Renee, and Jon also spoke directly about how the CEPA designation changed the way they work day-to-day with their clients and other advisors. For Jon, Chief Catalyst at Blue Tide Catalysts, the credential has provided a new way to approach conversations with business owners. He says that all of his conversations with clients now focus on creating value and reducing owner dependence. “It’s hard to get them to let go, but if you can remove owner dependency, it increases the value of the business by two to three times,” he adds. “That changes the conversation immediately. It helps justify the work, it helps build the business, and at the end of the day, it’s about helping people walk to their destiny and achieve their dreams.” That connection between execution and value is one reason the Value Acceleration Methodology gives advisors a stronger position with business owners. It provides language that they can understand and a clearer view of how Value Acceleration and exit planning lead to measurable business outcomes. The webinar also reinforced the importance of collaboration in successful value acceleration and exit planning. “This is really a team sport. There are so many great experts, and my job is to find the best people I can bring to my clients to help with exit strategy, tax savings, building the business, everything,” Jon says. “The second big change is that I’m focused on giving the wisdom away. Even if (the owner or advisor) doesn’t work with me, if I can help change their mindset and help them understand what they need to do to extract value, then that’s good enough for me.” ### Missed the Webinar? For advisors looking to strengthen their approach to exit planning, the CEPA credential is a gateway to collaboration and creating significant outcomes for owners. To hear the full discussion and revisit the panel’s insights, view the webinar recording through EPI’s [Webinars page](https://exit-planning-institute.org/program/webinars). Webinar recordings are available to CEPA Plus and CEPA Mastery members after they take place. To learn more about the CEPA credential, fill out the form below or visit [EPIMembership.com](https://exit-planning-institute.org/about-us/cepa-renewal-process). For more insights into value acceleration and the role of a CEPA in a business owner’s long-term strategy, read more from the [EPI blog](https://blog.exit-planning-institute.org/). ### 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. ### Related Resources - [What is a CEPA?](https://blog.exit-planning-institute.org/what-is-cepa) - [What is the Value Acceleration Methodology?](https://blog.exit-planning-institute.org/what-is-value-acceleration-methodology) - [Already a CEPA? Check out this CEPA Resource Guide](https://blog.exit-planning-institute.org/cepa-resource-guide) Topics: [Value Acceleration Methodology](https://blog.exit-planning-institute.org/tag/value-acceleration-methodology) [Blog](https://blog.exit-planning-institute.org/tag/blog) [CEPA](https://blog.exit-planning-institute.org/tag/cepa) #### Share this [Share on Twitter ](https://twitter.com/share?url=https://blog.exit-planning-institute.org/how-top-advisors-integrate-value-acceleration&text=How%20Top Advisors%20Integrate%20Value%20Acceleration%20into%20their%20Practice) [Share on Facebook ](https://www.facebook.com/sharer/sharer.php?u=https://blog.exit-planning-institute.org/how-top-advisors-integrate-value-acceleration&t=How%20Top Advisors%20Integrate%20Value%20Acceleration%20into%20their%20Practice) [Share on LinkedIn ](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.exit-planning-institute.org/how-top-advisors-integrate-value-acceleration&t=How%20Top Advisors%20Integrate%20Value%20Acceleration%20into%20their%20Practice) - 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