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Katherine P. Whitehead Earns Prestigious CEPA Designation


BerryDunn is proud to announce that Katherine P. Whitehead recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive 4-day executive MBA-style program in Atlanta, Georgia.

Whitehead joins an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted and endorsed professional exit planning program in the world and was specifically designed for business advisors who work closely with owners of privately held companies. 

To receive the CEPA designation, the rigorous program involved approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a 3-hour proctored exam.

On her designation, Whitehead added “This certification improves our ability to help our privately owned business clients build value in their business by creating and executing a real strategy that allows them the freedom to transition on their own terms.”

Using an executive MBA-style format, the Certified Exit Planning Advisor program includes a combination of lectures, group discussions, case studies and individual exercises to introduce participants to these concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s faculty of advisors, who are all sought after subject matter experts and authors.

The Exit Planning Institute serves as a platform for creating awareness, advisor collaboration, innovative learning, continuing education, defining methodology, research, thought leadership, and practice development. Certified Exit Planning Advisors help to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition.

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