You’ve worked hard to build a thriving business, and may feel like it’s part of your identity. But when was the last time you gave your finances such careful consideration? A Certified Exit Planning Advisor (CEPA®) can help you develop and execute an effective exit plan for your business. This includes estate planning, tax strategies and other relevant topics while prioritizing your personal and financial goals.
Owning a business can be rewarding, yet full of financial complexities. Discover how a CEPA® can help you effectively transition when the time comes.
Having a CEPA® on your team can help you realize strategic growth and exit strategies that reflect your unique needs and help you confidently move forward.
A CEPA® specializes in helping business owners create effective exit plans, and have completed rigorous training and testing to create a comprehensive strategy.
If you’re nearing retirement or want an early start on your exit plan strategy, now’s the time to have an experienced advisor to help realize your business and financial needs.
Beyond their certification and education, a CEPA® should be fully committed to creating an exit strategy that reflects your unique goals and circumstances.
The Value Acceleration Methodology™, introduced by Exit Planning Institute CEO, Christopher Snider is the process taught in the CEPA® credentialing program. The methodology integrates business owners' business, personal, and financial goals into one effective strategy that makes advisors indispensable through the planning process.
Utilize the CEPA difference for your financial journey. Take the first step and reach out today.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
We specialize in helping business owners exit strategically and offer individual, holistic planning to help clients live the life they want.
We offer a holistic planning process that prioritizes client education and gives you the knowledge and freedom to do more of what you want.
Our professional advisors thrive on a foundation of trust, authenticity and transparency that prioritizes your happiness at every life stage.