CEPA Announcement

Six Newly-Certified Exit Planning Advisors Enhance The Colony Group’s Services for Business Owners

The Colony Group congratulates the following Colony Group colleagues on obtaining the Certified Exit Planning Advisor (CEPA) credential. The Colony Group’s new CEPAs are:

1. Max Haspel, CEPA®, Managing Director, Senior Wealth Advisor and President of Colony Business Owner Services, Long Island Team
2. Nicole Ilustre, CEPA®, Associate Wealth Advisor, Long Island Team
3. Jeremy Kuhlen, CFP, CEPA®, CRPF, AIF, Sr. Wealth Advisor, Richmond Team
4. Brad Levin, CFP, CMT®, CEPA®, Sr. Wealth Advisor, Calabasas Team
5. Jaimie Sousa, CFP, CEPA®, Sr. Wealth Advisor, Family Wealth and Business Transition Planning, Concord Team
6. Dan Tisser, CFP, CFA, CEPA®, Wealth Advisor, Long Island Team

This group joins John Weeks, CExP (Certified Exit Planner) as highly-trained professionals who can help business owners build the value of their business and help them through what is often the most important transaction of their life, the partial or full sale of their closely-held business.

Max Haspel, head of Colony’s Business Owner Services segment, who has advised business owners for over two decades, shares, “Our WHY is to help bring meaning and joy to our client’s lives and obtaining the CEPA designation has sharpened our key skills that help business owners significantly enhance the transferable value of their business, whether they are planning a near-term exit, or not. We can help boost EBITDA and the multiple on that EBITDA. The compounding effect is powerful. Perhaps most importantly, we can help ensure that the owner is ready, both personally and from a personal-financial standpoint. This is among the most impactful and transformative work we do with clients.”

“Running a business can be all-consuming, so having a deep team around you with the right experience and expertise is critical for business owners,” said Michael J. Nathanson, Chief Executive Officer and Chair, The Colony Group. “And when you are planning for an eventual exit, it’s crucial to identify the key considerations and risks at every step along the way. Our CEPAs have the proper resources and specialized skills to increase value, minimize risks, and fully support our clients and their families.”

Learn more about The Colony Group Business Owner Services team here.

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 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. The program is taught by the Exit Planning Institute’s faculty of advisors, who are all sought after subject matter experts and authors.

To receive the CEPA credential, participants complete the rigorous 5-day program that involves approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of 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 designed 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, which qualifies for continuing educational credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

The Exit Planning Institute serves as 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.

To learn more about the Exit Planning Institute, please visit their website.