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Julie Keyes Earns Prestigious CEPA Designation

Elite Business Advisors Earn Prestigious CEPA Designation

Julie Keyes

receives CEPA Designation and Joins International Community of

Business Advisors a part of the Exit Planning Institute

December 1, 2015

Cleveland, Ohio – The Exit Planning Institute (EPI) is proud to announce that Julie Keyes- KeyeStrategies LLC recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive CEPA five-day executive style MBA program in Chicago, IL. Julie 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 CEPA program is the most widely accepted and endorsed program in the world.

About the CEPA Program

The Certified Exit Planning advisor program was specifically design for business advisors who work closely with owners of privately held companies. Using an executive MBA style format, the program is designed around a central methodology and uses a combination of lectures, group discussions, case studies and individual exercises to introduce participants to the concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s dedicated faculty of fifteen different instructors, who are all sought after subject matter experts and authors.

To receive the CEPA designation, Julie completed the rigorous five-day program that involved approximately 100 hours of pre-course study, 33 hours of class room instruction and successful completion of a 3 hour proctored examination.

About the Exit Planning Institute

The Exit Planning Institute (EPI) delivers interactive education and training, performance-enhancing resources, and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve educational and resource needs of financial planners, wealth managers, attorneys, commercial lenders, M&A advisors, management consultants, and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing educational credits with eleven 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.  Members grow, preserve, and transition business wealth and help owners and their families get through an ownership transition.

The Exit Planning Institute provides certification, continuous education, methodology, research, and practice support to our members, which in turn enables our members to provide services which significantly change their client’s outcomes.

Media Contact Scott Snider, Vice President, Exit Planning Institute, ssnider@exit-planning-institute.org

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