Partner and advisor, Cameron Hendricks, recently earned the Certified Exit Planning Advisor certification via the Exit Planning Institute. This is an advanced professional certification for advisors who provide the breadth of specialized skills required to discuss exit planning strategies with privately held businesses.
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™.
As a CEPA professional, Cameron has taken the time, expense, and commitment to advance his business exit planning knowledge to help Financial Symmetry’s business owner and key executive clients align their business, personal and financial goals.
What does all this mean to you? Having a CEPA at Financial Symmetry allows us to provide guidance to privately held businesses to better:
- Understand your exit options
- Identify the three gaps (value, wealth, profit)
- Cohesively integrate the owner’s personal vision and financial needs
For more information, we urge you to review the Value Acceleration Methodology, which outlines what process a CEPA can take a business owner through from discovery of where the business is now, creating an action plan, and deciding whether to continue to grow or exit.
