Elite Business Advisor Earns Prestigious CEPA Designation

Elite Business Advisor Earns Prestigious CEPA Designation

07/18/2017 Tags: Announcements, In the News

Cleveland, Ohio – The Exit Planning Institute (EPI) is proud to announce that Kayce Gerlach, CPA recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive CEPA four-day executive MBA-style program in Chicago. Kayce joins an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted and endorsed program in the world.

About the CEPA Program

The Certified Exit Planning advisor program was specifically design for business advisors who work closely with owners of privately held companies. Using an executive MBA-style format, the program is designed around a central methodology and uses a combination of lectures, group discussions, case studies and individual exercises to introduce participants to the concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s dedicated faculty of fifteen different instructors, who are all sought after subject matter experts and authors.

To receive the CEPA designation, Kayce completed the rigorous four-day program that involved approximately 100 hours of pre-course study, 30 hours of class room instruction and successful completion of a 3-hour proctored examination.

About the Exit Planning Institute

The Exit Planning Institute (EPI) delivers interactive education and training, performance-enhancing resources, and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve educational and resource needs of financial planners, wealth managers, attorneys, commercial lenders, M&A advisors, management consultants, and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing educational credits with eleven major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

The Exit Planning Institute serves as a platform for Creating Awareness, Advisor Collaboration, Innovative Learning, Continuing Education, Defining Methodology, Research, Thought Leadership and Practice Development. Members grow, preserve, and transition business wealth and help owners and their families get through an ownership transition.

The Exit Planning Institute provides certification, continuous education, methodology, research, and practice support to its members which, in turn, enables its members to provide services that significantly change their client’s outcomes.

Media Contact Brooke Norman, Vice President of Marketing, Exit Planning Institute, bnorman@exit-planning-institute.org


Other News You May Like

Kim_Meet_our_team.png
CEPA_Logo.png
CP__SDAHO_Small.png

Submit A Request For Services

We'd love to get you connected with our team about any of CP's services using our online form.


MAKE A REQUEST

Contact Us

We’re looking for clients who believe in good customer service. Clients who want CPAs, accountants, and financial advisors who are big picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.

If you want the same, we should talk. Let's get in touch.

Contact Us