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

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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

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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

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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

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.