Consultants' Training Institute: Certified Exit Planning Advisor (CEPA) Credentialing Program - San Francisco

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Event Details


Certified Exit Planning Advisor (CEPA) credential holders are part of an established global network of professional advisors who have successfully completed an executive MBA-style program taught by nationally recognized experts in their respective fields. The CEPA program is based on the critically acclaimed book, The $10 Trillion Opportunity: Designing Successful Exit Strategies for Owners of Middle Market Businesses. Attending professional advisors are provided with an innovative learning experience and performance-enhancing products, tools, and research that will advance their skills and exit planning practice.


- The Overall Need for Exit Planning and Review of the Exit Planning Process

- Exit Planning Deliverables, Teams, and Developing Goals and Objectives

- Financial Planning for Business Owners, Estate Planning, and the Integration of Charitable Intent

- The Basics of Business Valuations

- Value Enhancement

- Calculation of Net Proceeds, Business Valuation Case Study, and the Creation of Action Plans

- Delivering Action Plans, Analyzing Exit Options and ESOPs as an Exit Strategy

- Understanding Third-Party Sales and the M&A Process and Understanding Private Equity

- Marketing and Selling Exit Planning and Developing An Action Plan for Your Practice

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