The International Growth & Exit Planning Association (IGEPA)

The Leader in Distance Learning for Advisors to the Business-Owner Market

The IGEPA is a national association of senior-level, professional advisors who deliver high quality, customized solutions to privately-held businesses and their owners.

 

Exit Planning:

  • Exit Planning is specialized strategic planning, and is the discipline of helping business-owning clients prepare for the eventual (or sooner) transfer of their ownership in their largest asset - their privately held business
  • The IGEPA is the governing body responsible for establishing and maintaining standards for the CBEC® (Certified Business Exit Consultant) designation - about the CBEC®
  • The IGEPA delivers the education leading to earning the CBEC® credential

 click to learn more

Growth Planning:

  • Growth Planning is used by advisors to engage with business-owning clients about planning for the growth of the value of their client’s largest asset --their privately owned business

  • Participants in the Growth Planning Course learn how to analyze the client's growth and equity planning goals using the Growth Quadrant Chart
  • Growth and Equity Value Driversare identified and prioritized in line with the client's strategic business and personal wealth goals
  • Students learn to prepare the Growth Plan, the engagement deliverable, as well as how to build the execution team to convert the plan into reality

click to learn more

 

Why learn Growth Planning and Exit Planning from the IGEPA?

»  In our 12th year of delivering CFP Board- and NASBA-approved distance learning --to date over 200 advisors have completed the CBEC® remotely through live broadcast classes alone; and over 100 advisors and consultants have completed the new Growth Planning Course through live broadcast classes

»  Highest Quality: only senior level professionals are accepted into the CBEC® course and the IGEPA. The CBEC has a stellar reputation as a Boutique Credential that drives growth -- for our members, and their clients

»  Most Convenient: the entire curriculum is available by webinar --all coursework, classes, reviews and the exam are delivered as ‘live’ broadcasts

»  Best Faculty: you’ll learn from Exit Planning Pioneer John Leonetti, author of Exiting Your Business, Protecting Your Wealth, and the industry-leading faculty of subject-matter experts, published authors and recognized thought leaders

»  Best Value: your registration only pays for learning --and not for travel, hotel rooms,  conference rooms or meals, making the CBEC the price/performance leader, saving you up to 50% compared to other programs

»  Dedicated Learning Center: the Growth and Exit Training Center is a dedicated-use facility in suburban Boston used for broadcasting distance learning webinars and for optional live events

»  Complete Planning: the CBEC® is the only certification integrated with value growth planning and related analysis tools

Learn More 


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

Calendar more

5/13/2020 » 7/7/2020
CBEC Credential: Spring 2020 Course, accepting applications

6/11/2020 » 6/12/2020
June 2020 CPE Course, registration open

7/23/2020 » 7/24/2020
Growth Planning Course July 23-24 2020

10/7/2020 » 12/11/2020
CBEC Credential: Fall 2020 Course, accepting applications

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.