A Certified Exit Planning Advisor (CEPA) is a professional trained in the multidisciplinary process of helping business owners align their business, personal, and financial goals while preparing for a future transition.
The CEPA approach considers areas such as value enhancement, business readiness, owner objectives, transition options, and coordination among professional advisers.
BSA’s founder, Nick Giacoumakis, holds the CEPA designation as well as the Certified Value Growth Advisor (CVGA) designation.