CHICAGO, May, 23, 2012 — Thirty-two professional advisors recently earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute® (EPI), joining more than 131 other certified exit planning professionals worldwide.
The 2012 Australia class of CEPAs successfully completed the CEPA examination administered on April 16, and the spring 2012 US class of CEPAs successfully completed the CEPA examination administered on May 11, 2012. The new class of Certified Exit Planning Advisors includes:
A. Jeffrey Bird – Schwabe, Williamson & Wyatt – Wilsonville, OR
Clifford Brown – First Savings Financial Services – Danville, PA
Wayne Bubb – Datavale Holdings Pty. Ltd. – Subiaco, Western Australia
Gui DeCastro – PMM Financial Advisors – Wembly, Western Australia
Willis Eayrs – Corporate Financial Advisor – Stuttgart, Germany
Christopher Gain – Generational Equity – Dallas, TX
Jason Geisz – Morgan Stanley Smith Barney – Bloomfield Hills, MI
Vincent Granito – Gallovic, Granito & Company, Ltd. – Mentor, OH
Shea Hancock – The Hancock Firm – Houston, TX
Robert Hancock – The Hancock Firm – Houston, TX
Meagan Hardcastle – O'Keefe & Associates Consulting – Bloomfield Hills, MI
William Harn – William Harn CPA – Bozeman, MT
Mark Hartmann Jr. – Mohawk American Capital, LLC – Budd Lake, NJ
Greg Johnson – Thexton Armstrong Johnson – Berwick, Victoria, Australia
Jason Kimball – Generational Equity – Dallas, TX
Nicholas Kousmanidis – Accredited Business Consultants, Inc. – Syracuse, NY
Rob Lemmons – Financial Management Group, Inc. – Cincinnati, OH
Glenn Linnett – Extended Business Solutions – Unanderra, New South Wales, Australia
Wayne Mandic – Nexify Business Consultants – Willetton, Western Australia
Sara McMillan – NBDC University of Nebraska Kearney – Kearney, NE
Francine Miltenberger – Onyx Associates – San Francisco, CA
Doris Nagel – Bluesky Consulting – Vernon Hills, IL
Nicholas Niemann – McGrath North Mullin & Kratz, PC LLO
Robert Powell – Grant Thornton Australia – Sydney, NSW, Australia
Thomas Powers – Freyberg Hinkle Ashland Powers & Stowell, SC – Brookfield,WI
Wilfredo Rodriguez – Pender Newkirk & Company LLP – Tampa, FL
Henry Schneps – Better Business Brokers, LLC – Beachwood, OH
Linda Sirol – Succession Plus – Sydney, NSW, Australia
Richard Strautman – Picus Enterprises – Port Washington, NY
Fred Wainwright – Ledyard Financial Advisors – Hanover, NH
Sam Walters – Kilpatrick Lake MacKenzie – Charlestown, NSW, Australia
Gregory Williams – Exit Strategy Specialists – Salt Lake City, UT
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 3.5-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 Peter Christman CEPA, Chairman 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 November 5-9, 2012. The application deadline for this course and exam is September 30, 2012. 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 138 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
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