Congratulations on achieving your CEPA designation! Whether you’re newly certified or have years of experience, the challenge remains the same: How do you turn your designation into a thriving exit advisory practice?
Many CEPAs—especially Financial and Wealth Advisors—struggle to implement exit planning services because they lack clear solutions, structured implementation pathways, and proven best practices. Without a defined strategy, advisors often hesitate to engage business owners in exit conversations, missing out on valuable opportunities to serve their clients more effectively.
That’s why we created the Getting Legendary Results from Your CEPA Designation playbook—to help advisors bridge the gap between certification and real-world implementation. Since 2020, our consulting practice has worked alongside advisors like you, uncovering key challenges and building solutions that drive results.
Through our work with the CEPA community, we’ve identified three major roadblocks that hold advisors back:
Incomplete Exit Advisory Solutions – Many advisors are hesitant to start exit conversations because they lack a structured, end-to-end approach. While the EPI Model provides great concepts, it doesn’t offer specific guidance on how a wealth advisor should position their role, structure their services, or assemble a team for execution.
Limited Implementation Pathways – The CEPA model is built on Business Value Growth Advisors, yet there’s a severe shortage of them. With only about 230 CEPAs identifying as Value Advisors—compared to 5,000 Wealth Advisor CEPAs—there’s a critical gap in available partnerships and support structures.
Uncertainty About Best Practices – Many advisors struggle to translate CEPA knowledge into actionable services, marketing strategies, and client engagement plans. Without a clear roadmap, it’s easy to stall before gaining real traction.
If these challenges resonate with you, this playbook will provide the clarity, strategy, and tools you need to overcome them. Inside, you’ll find practical steps to refine your approach, better serve business owners, and build a scalable exit advisory practice.
🚀 Download your free guide today and take the next step toward legendary results!
If you’re looking for a Business Value Growth Advisor to partner with, check out the last page of the playbook to explore how we can collaborate.
