CHICAGO, Nov. 11, 2010 — Sixteen professional advisors recently earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute™ (EPI), joining more than 116 other certified exit planning professionals worldwide.
The fall 2010 class of CEPAs successfully completed the CEPA examination administered on November 5, 2010. The new class of Certified Exit Planning Advisors includes:
David Barbeito, CEPA – Morrison, Brown, Argiz & Farra, LLP – Miami, FL
Kent Burrow, CEPA – Key Bank – Cleveland, OH
Philip Dortch, CEPA – Dortch Capital Management, LLC – Knoxville, TN
Kenneth Furry, CEPA – Realization Services, Inc. – Bedford Hills, NY
Barry Goodman, CEPA – Steinberg Advisors – Northbrook, IL
Dewey Johnson, CEPA – Boyum & Barenscheer, PLLP – Minneapolis, MN
Bob King, CEPA – COO Services – Bellevue, WA
Timothy Malloy, CEPA – Key Bank – Westlake Village, OH
Scott Manion, CEPA – Boulay, Heutmaker, Zibel & Company, PLLP – Minneapolis, MN
John Mascarich, CEPA – Hilliard Lyons – Louisville, KY
Bruce Raiffe, CEPA – Solenture Advisors, LLC – Marathon, FL
Guy Sawyer, CEPA – Robert W. Baird & Company – Holland, MI
Michael Silverman, CEPA – Cohen & Grigsby, PC – Pittsburgh, PA
Jay Simecek, CEPA – Ohio Employee Ownership Center – Kent, OH
Jeffrey Smiejek, CEPA – Porte Brown, LLC – Elk Grove Village, IL
Peter Steffen, CEPA – Realization Services, Inc. – Bedford Hills, NY
To earn the CEPA credential, candidates must satisfy professional experience and education requirements, attend a rigorous five-day executive-MBA-style educational program, complete 100 hours of self study, and pass a four-hour written examination. Once earned, the certification must be renewed every three years through additional studies and leadership activities.
"Congratulations to the newest class of CEPAs who have demonstrated mastery of the competencies essential for professional exit planning advisors," said Richard Jackim, JD, MBA, CEPA, President of the Exit Planning Institute. "The CEPA certification not only sets the standard of knowledge for exit planning professionals to achieve, but also defines the profession of exit planning itself."
The next CEPA program will be offered May 2 – 6, 2011. The application deadline for this course and exam is April 1. For more details about the CEPA course and exam visit the EPI Web site at http://www.exit-planning-institute.org.
About the Exit Planning Institute®
The Exit Planning Institute (EPI) is a professional membership organization of more than 125 certified business advisors involved in the creation of exit and transition plans for the owners of privately held businesses. Its members work with business owners across the United States and in 4 countries around the world. 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. For more information about EPI, please visit http://www.exit-planning-institute.org.
Media Contact:
Dennis Gano, CAE, Executive Director at 847-458-2124 or Email
# # #