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 Award Winning CEPA, EPI Faculty Member, and EPI Chapter President, Joe Strazzeri, is utilizing his exit planning expertise in his practice and how the CEPA credential has helped to expand his family of companies through thought leadership in the exit planning space.
Meet Joe Strazzeri
Joe Strazzeri is a Counselor and Attorney for successful families and business owners, an educator for advisors, and a speaker and author.
As a former general contractor, land developer, and business owner, Joe combines these skills with more than 25 years of experience as an attorney to counsel families and business owners.
Through 3 unique brands and with his partners, Joe educates wealth advisors, assists business owners to find “what’s next,” counsels families towards alignment, as well as protects families and their assets.
The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions.
Strazzeri Mancini LLP helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling.
The Founders Group leads business owners through all phases of transition where increased clarity, net cash flow, and market value expand and solidify choices for business transition: if, when, how, how much, and to whom.
Exit Planning is Great Business Planning
Joe shares that Chris Snider’s phrase, “Good exit planning is great business planning” was the catalyst for the transformation his business needed to grow. He continues, “My mind caught a statement that Chris had shared where I had to push pause, rewind, and play to recognize what Chris had just said. A rush of thoughts came over me with the realization our business succession firm, The Founders Group, and our law firm, Strazzeri Mancini, should shift for our next iteration in growth. It was not about just exit planning, but instead about ‘do I keep and grow or do I transition my business’ for our potential business owner clients.”
The CEPA program provided Joe with the insights to have informative and engaging conversations with business owner clients and prospective clients while highlighting his integrated role as a supplemental resource to the owner’s exit planning team.
Request the Case Study
Learn more about 2023 Exit Planner of the Year, Joe Strazzeri, 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!
