HIGHLAND Financial Advisors is excited to share that Edward Leach, CFP®, MBA, has earned the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute (EPI). This education and experience strengthen HIGHLAND's ability to provide personalized wealth management to business owners as they navigate the complex planning process for their businesses' eventual transition.
The CEPA designation is recognized as the leading credential for advisors specializing in business exit planning. It is built on the Value Acceleration Methodology™, a proven framework that helps business owners grow, optimize, and ultimately transition their businesses to align with their personal and financial goals.
Ed shared that as a business owner, through this certification, “I've gained the tools and insights to guide business owners in maximizing the value of their businesses while preparing for a successful and seamless exit—whether that means selling, passing the company to the next generation, or other transition strategies.”
According to EPI's 2023 National State of Owner Readiness Report:
Over 75% of Business Owners would like to exit their business within the next 10 years.
69% of Business Owners have Exit Strategy on their priority list.
36% of Business Owners said Exit Planning was their top priority.
73% of Privately Held Companies will transition within the next 10 years, equating to over a $14 Trillion transition of wealth.
What This Means for Highland
Providing Strategic Exit Planning: We have the expertise to help clients assess exit readiness, enhance business value, and develop tailored strategies to achieve their goals.
Integrating Business and Financial Planning: We understand that a business is often a cornerstone of personal wealth, and according to EPI's 2023 National State of Ownership Readiness Report, usually 80% of a Business Owner's net worth is concentrated in the value of their business. Aligning personal and financial objectives with the business's goals will unlock this asset and help business owners transition to their next chapter.
Adding Expertise to Navigate Complex Transitions: The exit planning process is multifaceted, involving business value enhancement, tax strategies, and emotional considerations. The Value Acceleration Methodology™ helps guide a business owner through the complexities of transition.
At Highland, we are dedicated to helping business owners plan for their future with clarity and confidence, aligning their Personal, Financial, and Business goals and objectives.
Let's start the conversation if you'd like to explore how we can help you prepare for the next chapter of your business.
Learn more about the Exit Planning Institute and the CEPA designation at Exit Planning Institute.