Elite Business Advisors Earn Prestigious CEPA Designation

Dave Parikh receives CEPA Designation and Joins International Community
of Business Advisors a part of the Exit Planning Institute

June 2, 2014

Cleveland, Ohio – The Exit Planning Institute (EPI) is proud to announce that Dave Parikh recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive CEPA five-day executive style MBA program at the University of Chicago Booth School of Business. Dave joins an elite group of business advisors who have received this designation and are a part of the international community of the Exit Planning Institute. The CEPA program is the most widely accepted and endorsed program in the world.

About the CEPA Program

The Certified Exit Planning advisor 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 participants to the concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s dedicated faculty made up of thirteen different instructors from the around the world who are sought after subject matter experts and authors.

To receive the CEPA designation, Dave completed a rigorous five-day program that involved approximately 100 hours of pre-course study, 33 hours of classroom instruction and a successful completion of a 3.5 hour proctored examination.

About the Exit Planning Institute

The Exit Planning Institute (EPI) delivers innovative learning experiences, performance-enhancing resources and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, attorneys, commercial lenders, M&A advisors, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing educational credits with six major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

The Exit Planning Institute serves as a platform for Creating Awareness, Advisor Collaboration, Innovative Learning, Continuing Education, Defining Methodology, Research, Thought Leadership and Practice Development. Members grow, preserve, and transition business wealth and help owners and their families get through an ownership transition.

Our goals center on enabling our members to launch and differentiate an exit planning practice, which is typically an add-on service to an existing practice. We are an educational institution first. We provide certification, continuous education, methodology, research, and practice support to our members, which enable our members to provide services, which significantly change their client’s outcomes. 

Media Contact: Scott Snider, Vice President, Exit Planning Institute, ssnider@exit-planning-institute.org