How a CEPA can helpaa
A CEPA can help you:
- Articulate and align your personal, business and financial goals.
- Maximize your enterprise value.
- Minimize taxes
- Identify and capitalize on timing opportunities.
- Resolve key issues by using wise guidance and solutions.
Certification Requirements
Education
CEPA professionals must complete a comprehensive five-day course offered by the Exit Planning Institute. Every three years, CEPAs must complete a minimum of 40 hours of continuing education to maintain their certification.
Education
CEPA professionals must complete a comprehensive five-day course offered by the Exit Planning Institute. Every three years, CEPAs must complete a minimum of 40 hours of continuing education to maintain their certification.
Education
CEPA professionals must complete a comprehensive five-day course offered by the Exit Planning Institute. Every three years, CEPAs must complete a minimum of 40 hours of continuing education to maintain their certification.
Education
CEPA professionals must complete a comprehensive five-day course offered by the Exit Planning Institute. Every three years, CEPAs must complete a minimum of 40 hours of continuing education to maintain their certification.
What Is Succession Planning?
According to Richard Jackim, Co-founder of the Exit Planning Institute�(EPI), an exit plan asks and answers all the business, personal, financial, legal, and tax questions involved in transitioning a privately owned business.
Exit plans include contingencies for illness, burnout, divorce, and death.
The purpose of an exit plan is to maximize the value of the business at the time of exit, minimize taxes, and ensure the owner can accomplish all of his or her personal and financial goals in the process.
“What is Exit Planning?” Copyright 2014 Exit Planning Institute
Our Working Step
Engaging Our Working Process
We work with business owners and leadership teams who understand that valuation isn't driven by revenue alone. Our process takes a holistic, data-driven approach�analyzing your company across all functional areas to identify gaps, reduce risk, and elevate overall quality. The result: a prioritized roadmap designed to increase enterprise value and strengthen your position in the eyes of investors, buyers, and successors.
Time Frame
We work with our clients to improve their business operations for a period of one to two years. This time frame allows for the design of a plan to improve the value of the business, and for implementation and measurement of results against the plan objectives.
Our Team Approach
We work with our clients to improve their business operations for a period of one to two years. This time frame allows for the design of a plan to improve the value of the business, and for implementation and measurement of results against the plan objectives.
Meet the Team
Dedicated Team Members
Nick Giacoumakis, CEPA, CVGA
FOUNDER
Nick Giacoumakis, CEPA, CVGA
FOUNDER
Nick Giacoumakis, CEPA, CVGA
FOUNDER
Nick Giacoumakis, CEPA, CVGA
FOUNDER
Nick Giacoumakis, CEPA, CVGA
FOUNDER
Nick Giacoumakis, CEPA, CVGA
FOUNDER
Our TESTIMONIAL
What Our Clients Reviews
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Mike Hotten
CEO, Brick Consulting
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Mike Hotten
CEO, Brick Consulting
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Mike Hotten
CEO, Brick Consulting
Need Help? Contact Us
Let s' Work Together
Contact Our Team Today
We are Here:
27 Division St, New York, NY 10002, USA
Mail Us:
Get in touch with us: nexi@mail.com
Call Us:
+1 800 123 45 67
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