What Is CEPA and Why Does It Matter for Business Owners?

In this episode, Bob Fincher sits down with Ryan Edwards, for an in-depth conversation about the Certified Exit Planning Advisor (CEPA) designation—what it is, why it matters, and how it sets us apart in helping business owners plan for the future.

🚀 In this episode, we cover:

✅ What the CEPA designation is and how it helps business owners

✅ Why exit planning is essential (even if you’re not planning to sell soon)

✅ How CEPA differentiates our approach from traditional financial advising

✅ The biggest mistakes business owners make when thinking about exiting

✅ Practical steps you can take today to build long-term business value

As we always say: Exit planning IS business planning. It’s not just about the sale—it’s about building a stronger, more valuable business that gives you more control, flexibility, and financial security.

🎧 Tune in for actionable insights that every business owner needs to hear!

💡 Want to learn more?

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📩 Connect with us: BFincher@SERetirementPlanners.com

🌎 Visit our website: www.SERetirementPlanners.com

🔁 Share this episode with a business owner who needs to start planning today!

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