Feb 16, 2023
Brian Bowen has his Certified Exit Planning Advisor (CEPA) designation, which means he’s in a unique position to advise busines owners in that transition process out. So many things could go wrong and a CEPA can be a huge asset to you, your family, and your future.
In this episode, we’ll talk about the role the CEPA plays in the process and the decisions that need to be made during this exit process. If you’re a business owner and haven’t started thinking about retirement, this episode should be very valuable.
Here some of what we discuss today:
· What is a Certified Exit Planning Advisor? (0:46)
· An example question from the CEPA exam. (6:00)
· A Yogi Berra quote that applies to financial planning. (10:31)
· “A nickel ain’t worth a dime anymore.” (15:19)
Get Additional Information: https://financialplanningva.com/podcast/