Certified Exit Planning Advisor

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By Liz Zitzow - There's a new qualification in town: The Certified Exit Planning Advisor. Run by the Exit Planning Institute, it seems to be yet another get-rich-quick scheme for the organizers.

A CPA already has all the qualifications and background necessary to help a business owner plan his exit (retirement) from his business. Granted, many CPAs' practices won't focus specifically on exit planning or small and family businesses, and thus won't be well-versed in all the options available. But if you're a smart small business, you've opted to work with a CPA that specializes in small businesses - and thus also understands the exit planning that goes along with it.

Save your pennies and don't go for this license.


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