Maximize the Impact of Your Credential with the CEPA® Accelerator Program

The demand for skilled exit planners is growing rapidly, as more business owners recognize the importance of strategic planning to achieve their goals. But how can you stand out in a competitive market while delivering measurable value to your clients? Enter CEPA Accelerator, a program designed to fast-track your success in exit planning and advisory services.

Whether you’re a newly certified CEPA (Certified Exit Planning Advisor) or an established advisor looking to refine your skills, this program provides the tools and resources to elevate your practice and create lasting client impact.

What is the CEPA Accelerator Program?

The CEPA Accelerator Program is an exclusive mastermind group of advisors seeking to enhance CEO client engagement through their CEPA certification. The program is set up to meet 3 hours per month virtually over a 12-month period with 10 total advisors from non-competing geographic areas. 

Who Is It For? 

CEPA Accelerator is perfect if you are a: 

• New CEPA looking to sharpen their skills and apply concepts learned during certification.
• A Veteran CEPA aiming to integrate exit planning into their services.

Build Connections, Drive Growth, and Maximize ROI

Achieving success in exit planning requires more than technical knowledge—it’s about connecting with business owners and positioning yourself as a trusted advisor. The CEPA Accelerator program equips you with the skills to navigate a tailored path to higher ROI for your firm. You’ll learn how to secure meetings with business owners, even those who already have advisors, by mastering a consultative process that fosters immediate sales growth and builds a profitable exit and investment funnel. The program also helps you develop strong, trustworthy relationships with Centers of Influence (COIs), expanding your referral network and driving new opportunities. Plus, you’ll gain fluency in “business owner speak,” allowing you to connect with clients more effectively and address their unique needs with confidence.

Meet the Instructors 

The CEPA Accelerator program is spearheaded by two industry experts, Tina Corner Stolz and Mike Garrison, whose combined experience, knowledge, and passion for exit planning and business growth will guide you every step of the way. Mike and Tina lead the team of industry experts who will be your group moderators throughout the program.

These instructors bring a wealth of knowledge and a passion for helping others succeed. Their combined expertise ensures that the CEPA Accelerator will provide the guidance and tools you need to take your exit planning practice to new heights.

The Value of Investing in the CEPA Accelerator Program

The CEPA Accelerator program is designed to help you build meaningful relationships and strategically grow your exit planning practice. You’ll learn how to forge deeper connections with at least five CEO clients, opening doors for impactful exit discussions and referrals. With a targeted introduction plan, you’ll be equipped to approach 20 business owner prospects effectively.

The program also focuses on mastering CEO communication for pivotal life events, from initiating meaningful conversations to understanding their priorities and collaborating with strategic partners. Monthly peer learning sessions provide insights from others focused on cultivating these critical relationships. Additionally, you’ll enhance your productivity through smarter time and conversation management, positioning yourself as the primary advisor who leads a collaborative team of external experts dedicated to your business owner clients.

Ready to Get Started? 

The CEPA Accelerator program is more than just a professional development opportunity—it’s a transformative experience designed to elevate your exit planning expertise and impact. By joining this exclusive mastermind group, you’ll gain the skills, strategies, and confidence needed to deepen client relationships, expand your referral network, and establish yourself as a trusted advisor in the competitive world of exit planning.

Whether you’re a new CEPA looking to apply what you’ve learned or a seasoned professional seeking to refine your approach, the CEPA Accelerator provides the practical tools and peer support to take your practice to the next level. Don’t just keep up with the growing demand for skilled exit planners—lead the way. Invest in your future and your clients’ success with the CEPA Accelerator program today.