BECOME A CERTIFIED EXIT PLANNING ADVISOR

NOTE: EARLY BIRD PRICING ENDS FRIDAY APRIL 28 (FRIDAY)

The Certified Exit Planning Advisor (CEPA) Program, created in 2007, is the only program of it’s kind. Developed by experts in the field of exit planning, this 4 day MBA style program is taught by a faculty of nationally recognised leaders and has been modified for Australian Conditions. The Australian Chapter of the Exit Planning Institute will be running an Australian based curriculum in Sydney.

The CEPA Program offers professionals an innovative learning experience, performance-enhancing resources, and the strategic tools to help them advance their client engagements in Exit Planning.

All your clients need an exit plan! During CEPA, you will learn how to articulate this message in a clear and powerful way. See the sample video footage taken from a previous CEPA course:

CEPA Logo

The certification will be issued by the Exit Planning Institute in the USA once the successful candidate has demonstrated competency in the exam on completion of the course. The course will be conducted under supervision by an official Australian based registered training organisation, the MAUS Institute of Education and Training (MAUS Academy)

Learning topics during CEPA

 

 

NEXT COURSE IN SYDNEY MAY 29TH

EARLY BIRD SALE NOW ON

Learn the Value Acceleration Methodology

Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology is the process taught at the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner.  The process consists of three major components, referred to as the “three legs of the stool”:

1) Maximising business value

2) Personal financial planning, and

3) Life after business planning.

 

The process teaches that exit strategy is business strategy.  It is about building, harvesting, and preserving family wealth for generations to come and integrating best in class business practices into daily operations. The Methodology focuses on enterprise value and is a revenue producing model for professional advisors that is justifiable with growth of overall enterprise value.

Participants who successfully complete the CEPA program, and pass the closed book proctored exam, receive the Certified Exit Planning Advisor / CEPA credential.

The CEPA program now qualifies for continuing educational credits with eleven major professional associations. This makes the CEPA program the most widely accepted and endorsed professional exit planning program in the world.

 

Faculty of presenters

The Australian Chapter of the Exit Planning Institute will be running an Australian based curriculum in Sydney. The 4 day MBA style program will be run by Australian experts and the content has been modified for Australian conditions. The certification will be issued by the Exit Planning Institute in the USA once the successful candidate has demonstrated competency in the exam on completion of the course. The course will be conducted under supervision by an official Australian based registered training organisation, the MAUS Institute of Education and Training (MAUS Academy)

 

 

 

 

Martin has experience and an extensive understanding of many areas of law. His main focus and interest is now in the areas of Commercial Law and Estate Planning.

In addition to operating his own successful legal practice for many years, Martin is a Director on the Board of a number of companies. This allows him to have an appreciation, from the client’s point of view, of the legal and commercial requirements of acquiring and operating a successful company, both large and small.

In Estate Planning matters, Martin will always work closely with his clients, in conjunction with their financial advisors and accountants, to ensure that an effective Estate Plan is developed. The Estate Plan will be tailored to address the issues that can arise under Succession Law, while still meeting his client’s individual requirements and wishes.

 

 

 

 

 

Peter Hickey is a worldwide leading SME expert. He has been active in buying and selling businesses and has a passion for helping business owners achieve what he has achieved.

Peter was the founder of the brand MAUS in 1990. He successfully built the company from a one-man business to a multi-million dollar concern.

Peter is a bestselling author and creator of a wide range of business tools published by MAUS. He wrote a bestselling book on Business Planning. He won the Ernst & Young NSW “Entrepreneur of the Year” award in 1999. He founded an educational division and authored a management training course that is now an accredited Executive Masters of Entrepreneurship run through one of the largest Universities in Asia.

Peter has been active as an international consultant and trainer, providing his services to a large number of companies on four continents.

 

 

 

 

Simon heads up the accountancy and consulting side of the business. Simon is a registered Tax Agent and Certified Practicing Accountant (CPA) having completed a Bachelor of Business Degree majoring in Accounting and Marketing at the University of Technology Sydney.

Simon offers in excess of 25 years’ in the provisions of both accounting and business advice and services to business and individuals. Add to this great business experience having previously been a Financial Controller of a major Australian Consulting Engineering company, partner in a middle tier accountancy practice and sole director/principle in his own accountancy practice before joining the Navwealth Group in 2011.

Especially to clientele in the Small to Medium business sectors (SME’s), Simons vast experience and ‘client comes first attitude’ provides for a unique and practical approach to the setup, management and operational issues as faced in today’s modern business world.

 

 

 

 

Craig is the CEO and a Certified Financial Planner at Navwealth Group. A Specialist SMSF Adviser of the SMSF Professional Association for Australia. With 25 years of experience in providing advice and looking after high net worth clients.

Craig manages the team at Navwealth and spends time speaking at industry and professional adviser events on the future of financial advice. Passionate in striving excellence in providing quality advice that clients can trust.

Their goal at Navwealth is to provide individuals, families and business owners with the clarity they need to reach their financial and lifestyle goals. Craig’s team of professionals do this by empowering their clients with their own personalised strategic plan. At Navwealth our advice considers both Tax Planning and Financial Planning objectives as we have built a true one-stop-shop of advice for our clients

 

 

 

Having consulted to and worked in senior positions in large organisations, Simon now enjoys disseminating his knowledge and assisting family and private business owners fulfill their goals and professional aspirations.

Start Your Earn-Out Now is a process he developed to work with owners of Family Owned Businesses/SMEs to maximise the value of their business, ensuring owners’ lifestyle objectives can be achieved and provide alternative strategies re succession planning.

Prior to developing Start Your Earn-Out Now, Simon held senior management and advisory positions including Investment Executive for Cullen Investments in Australia and New Zealand which involved assisting in the management of merger and acquisition activities as well as providing directorship and corporate advisory services.

Simon has a MBA and Bachelor of Commence Degree and is a qualified Chartered Accounting.

 

 

 

 

David Hall is Managing Director and co-founder of Allunga Advisory (recent rebranding of Hall Capital Strategies). David has been a trusted advisor to entrepreneurs and their growth businesses for the past 30 years.

Growing frustrated with the bureaucracy, conflicts of interest and the inefficiency of large banks, David started Hall Capital Strategies in 1999 with the goal of providing a more personal and focused corporate advisory service. Hall Capital (now Allunga Advisory) has delivered exceptional results for clients with more than 100 successful transactions over 17 years. David is an experienced advisor and has a reputation as a strong negotiator. He has extensive experience in capital strategy, M&A (sell-side and buy-side), IPOs, and debt and equity capital raisings. Given his background, David has built a strong business and personal network globally.

His qualifications include Chartered Accountant (KPMG) and an Economics & Computer Science Degree from the University of Sydney.

Helping Advisers implement advisory services

 

 

 

 

Greg is an incisive and highly analytical CEO and Board Member with 30+ years of international experience directing growth, streamlining operations, building high-performance teams, and driving market penetration and operational excellence. As a strategic and resourceful leader, he presents demonstrable commercial success in company growth, regulatory compliance, stakeholder engagement, transaction management, and investor relations.
As an experienced executive on the international stage, Greg is able to crystallise the long-term aspirations of companies by developing compelling business cases that can be used for promoting the organisation, raising debt and equity finance, justifying company mergers and acquisitions, or enabling strategic positioning necessary to meeting stated business goals.

A conceptual and solutions oriented corporate executive, Greg’s effectiveness is enhanced by my well rounded personality and business acumen, enabling me to communicate effectively with non-financial executives, presenting complex financial information in an easily assimilated form and negotiating outstanding commercial outcomes in a broad range of settings

Helping Advisers implement advisory services

 

 

 

 

As an industrial design graduate, inventor of the surf board bag that turns into a tent, and self-taught digital marketer that worked his way through the ranks, Graham Martin always wanted to make a difference. Improve the lives of people.

Graham Martin founded The Value Adviser and set out to serve the professional services industry in Australia. The Value Adviser focuses on assisting partners and firms (such as Exit Planners, accountants, financial planners, brokers and advisers) reach their potential.

Having personally spoken with advisers for 6 years, it frustrates him to constantly see professionals like Exit Planners failing to successfully implement services that will better serve the lives of their clients. It is surprisingly simple and effective with the proper focus, technology and know-how.

Graham is an expert on the systems and processes to successfully market & implement advisory services.

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