July 30, 2024
FOR IMMEDIATE RELEASE
July 30, 2024
Diffactory CEO Kevin Oldham receives CEPA Credential and Joins the International Community of Business Advisors as part of the Exit Planning Institute.
Cleveland, OH—The Exit Planning Institute proudly announces that Kevin Oldham recently earned the Certified Exit Planning Advisor (CEPA) credential after completing the Institute’s intensive five-day executive MBA-style program. Kevin Oldham joins an elite group of business advisors who have received this credential and are part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the world’s most widely accepted and endorsed professional exit planning program.
About the CEPA Program
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 stool’s three legs (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 lectures, group discussions, case studies, and individual exercises to introduce participants to these concepts and reinforce skills. The Exit Planning Institute’s faculty of advisors teach the program, all sought-after subject matter experts and authors.
To receive the CEPA credential, Oldham completed the rigorous five-day program, which involved approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and a three-hour proctored exam.
About the Exit Planning Institute
The Exit Planning Institute delivers interactive education and training, performance-enhancing resources, and strategic tools 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 that qualifies for continuing educational credits with twelve major professional associations, making it the world’s most widely accepted and endorsed professional exit planning program.
The Exit Planning Institute is 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.
About Diffactory
Diffactory is the Midwest’s premier value acceleration and exit planning firm. It is dedicated to helping SMB business owners grow and unlock the value trapped in their companies. Diffactory is focused on driving its family-owned businesses clients’ $1 billion in added value within the next five years. The company inspires owners to take concrete steps toward business, personal, and financial success. Diffactory combines expert counsel with our seasoned in-house client care team, ensuring every engagement delivers exponential returns and meaningful impact.
To learn more about the Exit Planning Institute, please visit www.Exit-Planning-Institute.org or call (216) 712-4244.
Press/Media Contact
Paige Koerper-Wysocki
Director of Marketing
(216) 712-4244