SRP podcast - What is CEPA & Why Does It Matter for Business Owners? скачать в хорошем качестве

SRP podcast - What is CEPA & Why Does It Matter for Business Owners?

In this episode, Bob Fincher sits down with Ryan Edwards, for an in-depth conversation about the Certified Exit Planning Advisor (CEPA) designation—what it is, why it matters, and how it sets us apart in helping business owners plan for the future. 🚀 In this episode, we cover: ✅ What the CEPA designation is and how it helps business owners ✅ Why exit planning is essential (even if you’re not planning to sell soon) ✅ How CEPA differentiates our approach from traditional financial advising ✅ The biggest mistakes business owners make when thinking about exiting ✅ Practical steps you can take today to build long-term business value As we always say: Exit planning IS business planning. It’s not just about the sale—it’s about building a stronger, more valuable business that gives you more control, flexibility, and financial security. 🎧 Tune in for actionable insights that every business owner needs to hear! 💡 Want to learn more? 🔔 Subscribe for more business and exit planning insights:   / @southeastretirementplanner7287   📩 Connect with us: [email protected] 🌎 Visit our website: www.SERetirementPlanners.com 🔁 Share this episode with a business owner who needs to start planning today! #ExitPlanning #CEPA #BusinessPlanning #FinancialSuccess #ValueAcceleration #Entrepreneurship #SoutheastRetirementPlanners #BusinessOwners #FinancialLiteracy