Master the Art of Succession Planning.

Looking for all the CEPA credential information in one place? Fill out the form on this page to download the CEPA brochure.

The Certified Exit Planning Advisor (CEPA®) credential is designed for professional advisors who want to lead more meaningful conversations around business succession and continuity planning. Through the Value Acceleration Methodology™, advisors learn how to help owners build stronger, more transferable businesses, prepare for ownership transition, and align personal, financial, and business goals.

Earning CEPA doesn’t change your area of expertise. It elevates your ability to guide succession-ready business owners, create more holistic strategies, and position yourself as the advisor they trust to secure their legacy.


Download The CEPA Brochure!
"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.