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Brian Bowen has his Certified Exit Planning Advisor (CEPA) designation, which means he\u2019s in a unique position to advise busines owners in that transition process out. So many things could go wrong and a CEPA can be a huge asset to you, your family, and your future.\xa0

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In this episode, we\u2019ll talk about the role the CEPA plays in the process and the decisions that need to be made during this exit process. If you\u2019re a business owner and haven\u2019t started thinking about retirement, this episode should be very valuable.

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Here some of what we discuss today:

\xb7\xa0\xa0\xa0\xa0\xa0 What is a Certified Exit Planning Advisor? (0:46)

\xb7\xa0\xa0\xa0\xa0\xa0 An example question from the CEPA exam. (6:00)

\xb7\xa0\xa0\xa0\xa0\xa0 A Yogi Berra quote that applies to financial planning. (10:31)

\xb7\xa0\xa0\xa0\xa0\xa0 \u201cA nickel ain\u2019t worth a dime anymore.\u201d (15:19)

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Get Additional Information: https://financialplanningva.com/podcast/

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