Is Exit Planning Certification appropriate for you and your practice?
- Do you represent business owner clients?
- Do you want additional knowledge to engage in planning and problem solving?
- Do you enjoy learning about and incorporating new planning techniques in your practice?
- Are you a thought leader within your profession?
The CExP Certification Process requires
- Openness to approaching planning to achieve the owner’s goals
- Willingness to work with other professionals toward mutual solutions for the business owner’s Exit Planning issues
- Allotment of time and resources
- Successful completion of exams and case studies
- Experience in representing business owners
The Advanced Exit Planning Series modules must be completed within the 12 months prior to taking the case study exams.