CEPA®
What is a Certified Exit Planning Advisor
Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, their family, and the business itself are addressed by exit planning through creating value today.
Exit planning is not just a plan. It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on their terms when they are ready. It aligns the business, personal, and financial needs of the owner. Certified Exit Planning Advisors (CEPA®) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project.
Exit planning is not just a plan. It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on their terms when they are ready. It aligns the business, personal, and financial needs of the owner. Certified Exit Planning Advisors (CEPA®) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project.
David Belk, CFP®, CEPA®, CKA®
Financial Advisor
Bill Poland, CFP®, CRPS®, CKA®, CFCA®, CEPA®, CMP™
Financial Advisor
Link In with David Belk or Bill Poland now!
At Carolina Financial Advisors, Inc., we focus on YOUR goals and your personal situation. There are no one-size-fits-all financial strategies. We create a unique professional approach for YOU.
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