The International Exit Planning Association Employee Directory

Professional Training and CoachingOhio, United States2-10 Employees

The International Exit Planning Association (IEPA) is a practitioner-led organization with approximately 275 senior-level advisors and consultants. Our mission is to offer professional advisors and business consultants exceptional training and guidance, enabling them to help business owners prepare for and achieve successful exits from their privately held businesses.

As the governing body for the CBEC® designation, the IEPA has helped thousands of advisors and business owners with this unique service, establishing and maintaining high standards. Unlike other designations, the CBEC® requires the completion of an actual exit plan with a real business owner before certification. This ensures that every CBEC® holder has practical experience and proven ability, which is a key part of the CBEC® brand and promise to the marketplace.

Our members are not just “exit talkers”; they are advocates – “Exit Doers” who provide high-quality, tailored solutions for every aspect of business exit planning. In exit planning, practical experience is crucial. Our team has developed hundreds of exit plans, advised on billions in illiquid wealth, and facilitated nearly half a billion dollars in liquidity events. This hands-on experience equips us to effectively support and train advisors while driving the development of our content, tools, and the IEPA member network.

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