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Certified Exit Planning Advisor is likened to the “Quarterback”
of the team that is formed to help you successfully exit your
business and embrace the next challenge life has to offer. If
the CEPA is the Quarterback, the owner is considered the “Coach”
of the team. As with football, it is the CEPA’s job to
execute the owner’s plans and direct the team on the field.
The CEPA
ensures that the owner’s exit plan is progressing on
schedule and on task. It is their responsibility to make clear
the owner’s objectives and the role each Exit Planning
Team Member plays in the overall scheme. Meetings are scheduled
and conducted on an as needed basis with the CEPA setting
the agenda and keeping the team focused on our pledge; “we
recommend and do whatever is in the client’s best interest
….period.”
Cliff Olin, Principal of the Olin Group, chose the Exit Planning
Institute as his training provider of choice for enhancing
his Exit Planning Skills. The training included over 100 hours
of preparation time as well as classroom time. The Exit Planning
Institute is the thought leader in providing innovative and
cutting edge exit planning services.
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Cliff's
CEPA Certificate
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468
ALGERINE STREET 
AFTON NEW
YORK PHONE:
607.639.1089
FAX:.607.639.1359 |
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