Understanding the Certified Exit Planning Advisor (CEPA) Credential

At Impact Ventures International (IVI), we are committed to helping business owners navigate the complexities of exit planning with Certified Exit Planning Advisors (CEPA). The CEPA designation, offered by the Exit Planning Institute (EPI), is the most widely recognized credential for professionals specializing in exit planning. IVI’s expert advisors, led by Joshua Kirshbaum and Kelly Grandmaison, use this proven methodology to help business owners maximize their company’s worth, create strategic exit options, and ensure a smooth transition while securing their personal and financial futures.

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Why CEPA Matters for Business Owners

For many business owners, their company is their most valuable asset, often comprising 80% or more of their total net worth. However, studies show that only 20-30% of businesses that go to market actually sell—largely due to lack of preparation. At IVI, we use CEPA’s structured process to help business owners increase business value, mitigate risks, and develop a clear transition strategy, whether they plan to sell, transfer ownership internally, or explore alternative exit options.

The Value Acceleration Methodology™

At the core of our CEPA approach is the Value Acceleration Methodology™, a strategic framework that integrates business, personal, and financial planning. This methodology consists of three key stages:

Discover

Assess the owner’s goals, financial needs, and business value.

Prepare

Develop a strategic plan to enhance business value and mitigate risks.

Decide

Determine the best exit option and execute a transition strategy.

By following this process, business owners gain clarity, control, and confidence in their exit journey, ensuring they can transition on their own terms while preserving wealth and legacy.

Who Benefits from Working with a CEPA?

IVI’s CEPA-certified advisors serve as trusted guides for business owners across various industries. Ideal candidates for our services include:

  • Business owners planning to exit within the next 3-10 years

  • Entrepreneurs seeking to increase business valuation before selling

  • Family-owned businesses preparing for intergenerational transfers

  • Companies considering management buyouts or Employee Stock Ownership Plans (ESOPs)

  • Owners facing unplanned exit scenarios due to life events

Why Choose IVI’s
CEPA-Certified Advisors?

At Impact Ventures International (IVI), we understand that exit planning is not a one-size-fits-all process. That’s why we take a holistic, strategic approach to ensure your business transition aligns with your personal, financial, and professional goals. Here’s how we make a difference:

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Customized Exit Roadmap Tailored to Your Goals

Every business owner’s journey is unique. Whether you’re planning to sell to a third party, transition to family, or implement an ESOP, our CEPA-certified advisors craft a step-by-step roadmap based on:

  • Your desired exit timeline

  • Your financial security needs

  • The current and potential value of your business

  • Your legacy and long-term vision

With IVI, you’re not just getting advice—you’re getting a personalized strategy that ensures you exit on your own terms.

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Access to a Network of Experts

Exit planning requires more than just a business valuation. At IVI, we connect you with a powerful network of specialists to ensure every aspect of your transition is handled professionally:

  • Financial Advisors – Optimize your personal wealth and tax strategy

  • Attorneys – Ensure legal and contractual compliance for a smooth transition

  • M&A Specialists – Navigate negotiations, due diligence, and buyer interactions

  • Tax Strategists – Minimize tax burdens and maximize take-home value

With our collaborative approach, you gain access to top-tier expertise that protects your wealth and ensures a successful transition.

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Data-Driven Insights to Maximize Enterprise Value

A business is only as valuable as the way it is structured and managed. IVI uses quantifiable metrics and proven valuation methodologies to:

  • Identify operational inefficiencies that could lower your sale price

  • Benchmark your business against top industry performers

  • Uncover growth opportunities that increase market attractiveness

  • Strengthen intangible assets (customer base, systems, brand value)

With our insights, you don’t just sell your business—you increase its value before transitioning, ensuring you get the best possible outcome.

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A Clear Action Plan to Ensure Readiness for Transition

The biggest mistake business owners make is waiting too long to plan their exit. Our CEPA-certified advisors guide you through a structured Value Acceleration Process, ensuring you:

  • Mitigate risks that could derail a sale

  • Improve financial reporting and due diligence readiness

  • Develop leadership succession plans to increase buyer confidence

  • Strengthen your business structure to operate independently of you

With IVI, you move from uncertainty to confidence, knowing that your business is prepared for any exit scenario.

Unlock the Full Potential of Your Business Exit

Planning your exit is one of the most important business decisions you’ll make. Get expert insights, personalized strategies, and key resources to help you maximize value and transition on your terms.

Start Your Exit Plan Today

Please fill out the form to the best of your ability — no detail is too small. The more we understand your business, the better we can tailor an exit strategy that maximizes your value, minimizes risk, and ensures a smooth transition on your terms.

By taking this first step, you’ll gain:

✔ Clarity on Your Business’s True Value

-Understand where you stand in the market and how to increase your worth.

✔A Personalized Exit Roadmap

-Get expert insights on the best strategies for your unique goals.

✔More Control Over Your Future

-Avoid rushed decisions and take a proactive approach to securing your financial freedom.

Don’t wait until it’s too late—
let’s build a strong foundation for your successful exit today. Fill out the form now, and one of our CEPA-certified advisors will reach out to guide you through your next steps.