Brown Schultz Sheridan & Fritz (BSSF) is proud to announce that C. Ryan Hastings, CPA, CVA, Principal, recently earned his Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s executive MBA-style CEPA program.
Certified Exit Planning Advisors help to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition.
Ryan joins an elite group of business advisors who have received the CEPA designation and are part of the Exit Planning Institute’s international community of CEPAs. To receive the designation, Ryan completed a rigorous 5-day virtual program that involved approximately 50 hours of pre-course study, 30 hours of classroom instruction and the successful completion of a three-hour proctored exam.
Ryan is the second member of the BSSF Family-Owned and Closely Held Business Practice to earn his CEPA designation. The Practice is expanding its advisory services to help family-owned and closely held businesses with transition strategies, succession planning, business valuations, strategic planning and more.
ABOUT THE CEPA PROGRAM
The CEPA program was specifically designed for business advisors who work closely with owners of privately held companies. It is the most widely accepted and endorsed professional exit planning program in the world. 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.
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 professional business advisors, the Institute is considered the trendsetter in the field of exit planning. It is the only organization that offers the CEPA program.
To learn more about the Exit Planning Institute, visit www.Exit-Planning-Institute.org
ABOUT BROWN SCHULTZ SHERIDAN & FRITZ
Brown Schultz Sheridan & Fritz is a premier advisory firm, providing accounting, assurance, tax, and consulting services to the Mid-Atlantic Region. BSSF has been named a Best Place to Work in PA, nationally ranked as a Best Accounting Firm to Work for, and received the When Work Works award for flexible work practices. Find out more at www.bssf.com.