Chicago, IL, May 30, 2008 --(PR.com
)-- Thirty one business advisors from across the United States, Canada and the United Kingdom earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute (EPI). These dedicated professionals join an exclusive group of fewer than 100 professionals worldwide who have received this designation.
The April 2008 class of Certified Exit Planning Advisors successfully completed the 4-day CEPA program and 4-hour proctored exam administered at the University of Chicago's Gleacher Center on April 22-25, 2008. The newest class of Certified Exit Planning Advisors received their certificates and award notifications this week. A complete listing of the graduates of the April 2008 CEPA program is presented below.
About the CEPA Program
As the baby boomer generation approaches retirement, one out of two privately held businesses are expected to changes hands. This will represent the largest generational transfer of wealth in history. Unfortunately, numerous studies show that business owners are woefully unprepared to harvest the value of the companies they have built over the course of their lifetime. The Certified Exit Planning Advisor program trains advisors on a disciplined process to help business owners ask and answer all of the personal, business, financial, legal and tax questions that involved in successfully exiting from a privately held company.
This innovative educational program was specifically designed 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 case study and uses a combination of lectures, group discussions, case studies and individual exercises to introduce participates to concepts and to reinforce skills.
Certification Criteria and Process
Certified Exit Planning Advisors complete a challenging 4 day program that involves approximately 100 hours of pre-course study, 36 hours of class room instruction, and successful completion of a 4 hour proctored examination.
The next CEPA course and examination will be offered at the University of Chicago's Graduate School of Business on November 2-7, 2008. The application deadline for this program is October 2.
About The Exit Planning Institute
The Exit Planning Institute is the premier provider of learning, knowledge, and future-oriented research for exit planning professionals. The Institute delivers innovative learning experiences, performance-enhancing resources, and strategic tools designed to advance the exit planning profession.
The Institute is made up of business brokers, accountants, lawyers, financial advisors, investment bankers, valuation advisors, commercial lenders, insurance advisors, and management consultants in the United States, Canada and the United Kingdom. The common thread that unites these different professionals is their commitment to helping clients successfully exit their companies. More information about the Institute can be found at www.exit-planning-institute.org.
Recipients of the Certified Exit Planning Advisor designation, April 2008.
Dick Akright, Axiom Solutions
Steven Allison, S.R. Allison & Associates
Emmet Apolinario, Sunbelt Business Brokers
Rick Arthur, 20/20 Business Focus
Bernie Beller, Viking Pacific
Tom Caltrider, VR Business Brokers
Ross Campbell, ESOP Builders
Jim Cornell, Praxiis
Thomas Fee, Haefele Flanagan & Co., p.c.
G. Todd Gervasini, Wakefield Asset Management
Joe Goldberger, North Shore Legal Associates, LLP
Robert Hedges, The Robert Hedges Company
Thomas Krause, Axiom Solutions
Mike Lissner, Acropolis Investment Management
Jim Lutes, JD, Lutes & Associates, Inc.
Jack Lyons, Lyons Solutions
Timothy McDonald, The Leland Group, Inc.
Jeffrey Merry, The Business House, Inc.
Roderick Moe, Roderick C. Moe CPA, PA
Thomas Picton, Sunbelt Avon & West
Ron Pullar, Axiom Solutions
Bob Pullar, Axiom Private Equity
Bill Quish, Lyons Solutions
Paul Radford, Coady Filliter
Lawrence Rutkowski, Praxiis
Michael Sedlak, MPS Loria Financial Planners
Dan Shea, Pacific West Exit Planners
Dan Sieben, Viking Pacific
Harry Ward, Passdown, LLC
Frank Washelesky, CPA, Ostrow Reisin Berk & Amrams, Ltd.
Don Weathers, Anchor Resource Management