Certified Exit Planning Advisors (CEPA®)

What is the Exit Planning Institute?

The Exit Planning Institute (EPI) is an education company, powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to their mission. They are an education company that certifies and supports more than 800 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. EPI is now available in 15 countries and 44 states.

What is a CEPA?

In 2007, EPI released and host the first Certified Exit Planning Advisor® (CEPA®) credentialing program. The curriculum followed the principles found in “The $10 Trillion Opportunity” and was designed to educate professional advisors who worked with business owners on the specific process for exit planning. The course exposed advisors to the diverse set of disciplines that contribute to an effective exit plan and the tools needed to execute the work. The CEPA program was a success and it began to be offered twice per year at the University of Chicago, Booth School of Business.
Today, the Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools to help them advance their practice in a transitioning marketplace. The CEPA Program has expanded to six training centers across the United States.
In addition, EPI now offers 7-10 webinars and virtual training options every month on exit planning-centric and industry relevant topics to help advisors stay current and educated on present trends, knowledge, and updates (while in some cases earning CE credits for limited to no cost). EPI’s virtual education serves more than 350 advisors every month and is available to the entire industry.

How can a CEPA help me?
Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.

Exit planning is not just a plan. It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. It aligns the business, personal, and financial needs of the owner. Certified Exit Planning Advisors (CEPA) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective as to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project.

CEPAs at FocusCFO

Tom Bartos,  Area President – Pennsylvania
Rexford Bevis- CFO- Southwest Ohio
Forest Bookman, Area President – Northeast Ohio
David Bourke, CFO – Central Ohio
Darren Cherry, Area President – Central Ohio
Mark Clower, Area President – Southwest Ohio
Kim Cooper, CFO – Carolinas
Mike Derringer, Area President – Central Ohio
Jeff Farrington, Area President – Michigan
Randy Feger, CFO – Pennsylvania
Kathleen Ferry, CFO – Northern Ohio
Tom Flynn, Area President – Central Ohio
Peter Geise, Area President – Northeast Ohio
Greg Gens, Area President – Northeast Ohio
Jim Gilbride, Area President – Northeast Ohio
David Green, CFO – Central Ohio
Brad Martyn, Area President – Central Ohio
Lesli Matukaitis, Area President – Michigan
Bob Palmerton, CFO – Michigan
Mark Rust, CFO – Pennsylvania
Jeff Semple, Area President – Northeast Ohio
Michael Stier, Area President – Carolinas
Lynnette Zody,  CFO – Central Ohio


Process & Services

How We Add Value

We understand you’d rather focus your time and energy on acquiring and retaining profitable customers. You’ll be matched with a dedicated CFO to manage the three key areas of your business: cash flow, reducing business risk, and scalable growth.

Getting Started

For your initial meeting, we’ll send one of our top people to your office to talk to you about your company. We’ll assess what is successful for your business and provide a comprehensive overview of your company’s risks and opportunities.

How We Operate

Many of our services help companies improve internal cash flow and profitability. Our targeted approach helps business owners operate with maximum efficiency.

Collaborating With Your CPA

We work in all phases of the business, concentrating on coordination, communication, and orientation to achieve a desired goal.

FocusCFO Logo 2021