Скачать или смотреть Q & A with a Certified Exit Planning Advisor (CEPA)

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Many business owners face complex challenges when transitioning out of their businesses, whether retiring or starting something new. Two of our professionals at Fragasso have recently earned the Certified Exit Planning Advisor (CEPA) designation, equipping them to guide business owners through successful exits. This certification, offered by the Exit Planning Institute, enhances advisors’ ability to align company value with personal and financial goals during the transition process.

Chapters:
0:40 What motivated you to pursue the CEPA® designation?
1:13 What is one piece of advice that you would offer business owners?
1:42 How did the skills you developed help business owners navigate a successful exit?
2:12 How did you obtain the CEPA® designation?
2:40 Planning your exit starts today!

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