Ross Earns CEPA Designation

News & Commentary

Aug 23, 2021

Alliance Wealth Advisors and the Exit Planning Institute are proud to announce that Christopher D. Ross, CFP® recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive training program. Chris joins an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs. The goal of the program is to ensure advisors are on the cutting edge when it comes to the resources and knowledge needed to assist business owners through the entire cycle of creating, growing, and preserving their wealth.

Chris has served as a trusted advisor to business owners for over 15 years. He is excited to continue helping solve the complex planning issues business owners face while utilizing what he learned throughout the rigorous CEPA program.


About the CEPA Program

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, which is executed through the implementation of a process called the Value Acceleration Methodology™. Using an executive MBA-style format, the program includes a combination of lectures, group discussions, case studies and individual exercises to introduce participants to these concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s faculty of advisors, who are all sought after subject matter experts and authors.

About the Exit Planning Institute

The Exit Planning Institute delivers interactive education and training, performance-enhancing resources, and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve the educational and resource needs of wealth managers, financial planners, accountants, management consultants, attorneys, M&A advisors, commercial lenders, and other business advisors, the Institute is considered the standard trendsetter in the field of exit planning. It is the only organization that offers the Certified Exit Planning Advisor (CEPA) program which qualifies for continuing educational credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

The Exit Planning Institute serves as a platform for creating awareness, advisor collaboration, innovative learning, continuing education, defining methodology, research, thought leadership, and practice development. Certified Exit Planning Advisors help to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition.

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