How This Group Leveraged the CEPA Credential for Success: A Case Study

With the expanding community of CEPAs, it is essential to actively demonstrate the value and utility of the designation. Through a growing collection of EPI case studies, CEPAs share their professional experiences, both good and bad, to shed light on and provide real-life examples that fellow advisors and professionals can learn from.  

In the following EPI case study, Financial Advisor, Managing Partner Neil McPeak Jr., CFP®, CEPA® of McPeak Wealth Management Group, shares his experience with the loss of a multimillion dollar to a client who chose to go with a CEPA instead.  

“We thought it was a slam dunk,” Neil shares in the case study. “But we lost it.”  

Pivoting from this loss, Neil and his team knew that they couldn’t lose out on such a deal again. So, they decided to earn their CEPA credentials to bolster their business, brand themselves as “exit planning” specialists, and find success.  

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"I have worked to integrate different CEPA principles into my own company that have helped to move the needle internally. I have also worked to expand my network of professionals to team up with and refer with in the future. The CEPA is a differentiator for me in my area of practice, which has already opened up some new opportunities."
Matt_Barrette_160
Matthew R. Barrette

Senior Financial Consultant at Market Square Advisors

"An instrumental tool I use when working with business owners."
The CEPA program continues to be an instrumental tool I use when working with business owners. It has been an honor to educate as a faculty member and meet the new CEPA graduates. Our advisors continue to integrate the foundation of the Exit Planning Institute into our conversations with clients.
justin-goodbread
Justin Goodbread

CFP®, CEPA®, CVGA®
CSO of WealthSource Partners, LLC.