The Certified Business Exit Consultant® (CBEC®) Designation course and exam is offered 4 times a year. CBEC® is not recommended for beginners. Professionals who achieve CBEC® are experienced business advisors who learn the body of knowledge (available immediately once registered), pass the proctored exam, and submit a written exit plan that meets the IEPA quality assurance standard (within 12 months of the exam).
Presenter: IEPA Faculty
Contact: Tommy Delello, CBEC Program Administrator, tommy@theIEPA.com (781)821-2608
There will be a total of 9 virtual sessions. The last session will be the proctored live exam.
The dates of the sessions will be:
- CBEC® Orientation Webinar: Introduction to the CBEC® Course
10/1/2025 3:00 PM to 4:00 PM
- Week 1 – CBEC® Virtual Executive Study Group: Developing a Capital Markets Perspective
10/15/25 3:30 PM to5:00 PM
- Week 2 – CBEC® Virtual Executive Study Group: Develop an Exit Planning Perspective
When Engaging a Business Owner
10/22/25 3:30 PM to 5:00 PM
- Week 3 – CBEC® Virtual Executive Study Group: Develop a Perspective on Valuation and
Value Growth
10/29/25 3:30 PM to 5:00 PM (Monday)
- Week 4 – CBEC® Virtual Executive Study Group: Develop a Perspective on External
Transfers
11/5/25 3:30 PM to 5:00 PM
- Week 5 – CBEC® Virtual Executive Study Group: Develop a Perspective on Internal
Transfers
11/12/25 3:30 PM to 5:00 PM
- Week 6 – CBEC® Virtual Executive Study Group: Going to Market, Building Your Advisory
Practice
11/19/25 3:30 PM to 5:00 PM (MONDAY)
- Exam Review – CBEC® Certification
12/4/25 10:00 AM to 4:00 PM
- Proctored Exam Testing Window – CBEC® Certification
12/5/25 10:00 AM. to 2:00 PM