Krilogy®, an independent wealth management firm with $1.6 billion in assets, is pleased to announce that Michael Brown has earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Brown, who serves as Branch Manager for Krilogy’s St. Charles County office, is the only wealth manager in St. Charles County to hold this certification.
Professionals pursuing the CEPA designation complete the Institute’s intensive four-day executive MBA-style program that involves approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a three-hour proctored examination. This program is the most widely accepted and endorsed professional exit planning program. As a result of this designation, Brown is now a member of the International Community of Business Advisors, a part of the Exit Planning Institute.
“I work with many business owners, and a significant consideration in their overall wealth strategy involves their succession planning,” said Brown. “For many, the business is the largest asset and source of income in their portfolio, so it’s important to have a comprehensive plan to grow and protect it. The Certified Exit Planning Advisor designation puts me in a unique position to guide clients through the important decisions they’ll make when it comes to creating a vision and ensuring all the details are covered in their exit plan.”
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, the alignment of the three legs of the stool (business, personal, financial), 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.
“Krilogy® business clients are successful, intelligent people who seek intelligent insights to make intelligent decisions,” said Kent Skornia, President and CEO of Krilogy®. “Michael’s CEPA designation arms him with advanced knowledge of exit and succession planning that will allow him to make an even bigger impact on his clients’ lives as they think about how and when they’ll sell and transfer ownership of their business. His hard work in earning this designation is a testament to how much he truly cares for his clients.”
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.
To learn more about the Exit Planning Institute, please visit www.Exit-Planning-Institute.org or reach out at (216) 712-4244 for more information.
