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Delap is proud to announce that partner Joe Sullivan, CPA, recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute's intensive five-day executive MBA-style program. Joe joins an elite group of business advisors, including Delap partners Dave DeLap, CPA, and Jared Siegel, BFA™, and Delap senior manager Casey Devine, CPA, who have received this designation and are part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted and endorsed professional exit planning program in the world.
According to 2019 research from the Exit Planning Institute, 250,000 U.S. companies worth $3 trillion are projected to attempt to sell by the year 2030. Unfortunately, only 20% of those 250,000 companies wanting to sell are deemed "market ready." And experts estimate only 12% of companies trying to sell will actually transact.
Delap endeavors to ensure all of our business clients are fully prepared and able to sell at their desired price. Having four firm leaders supplementing decades of industry experience with more formal training in business value acceleration is an exciting new resource Delap can offer clients. Our firm is consistently seeking new ways to add additional clarity and confidence to our clients' financial decisions.
The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Using an executive MBA-style format, the program includes a combination of lectures, group discussions, case studies, and individual exercises to introduce participants to these concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s faculty of advisors, who are all sought after subject matter experts and authors.
To receive the CEPA designation, Joe completed the rigorous five-day program that involved approximately 100 hours of pre-course study, 30 hours of classroom instruction, and the successful completion of a three-hour proctored exam.
The Exit Planning Institute delivers interactive education and training, performance-enhancing resources, and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve the educational and resource needs of wealth managers, financial planners, accountants, management consultants, attorneys, M&A advisors, commercial lenders, and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning. It is the only organization that offers the Certified Exit Planning Advisor (CEPA) program, which qualifies for continuing educational credits with 12 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. Certified Exit Planning Advisors help to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition.