The International Exit Planning Association (IEPA)

The IEPA is a national association of senior-level, professional advisors who deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses. The IEPA is the governing body responsible for establishing and maintaining standards for the CBEC® (Certified Business Exit Consultant) designation.

Certified Exit Business Consultant (CBEC®). CBEC designees have the expertise and passion to help business owners turn their most valuable asset, their illiquid business, into a liquid form that can be used to fund their retirement or other goals.

In order to deliver the highest level of quality and integrity in the profession, Pinnacle Equity Solutions has founded The International Exit Planning Association (IEPA) - the membership association for exit planning professionals.

We are continuing to build and strengthen the CBEC® designation through:

  • Investing in an online referral and collaboration portal for all members
  • Delivering superior exit planning services through continued education and conferences
  • Maintaining continued education standard (10 hours per year)
  • Upholding a standard of conduct and ethics
  • Expanding brand awareness
Pinnacle Equity Solutions

 

Pinnacle Equity Solutions is the market leader in providing education, consulting and support to help middle-market companies design and execute comprehensive exit plans that allow owners to transition their businesses to the next owner... Read More

Using Pinnacle’s six-step exit planning process from John Leonetti’s book, Exiting Your Business, Protecting Your Wealth, Pinnacle advisors focus on three (3) main areas of planning:

  • Exit Planning – how you, the owner, will successfully retire from your business and generate enough liquidity from that exit to provide the financial security to fund your retirement goals,
  • Succession Planning – how can you remove yourself from the day-to-day operations of the business and who will take over running the business when you are no longer in charge, and
  • Legacy Planning – how you can use the wealth that you generated from your business exit to impact the lives of your children, your grandchildren, and your community.