Financial service firms, from small partnership groups of planners or CPAs to regional bank wealth management teams, who work with business owner clients should have the capability to help these clients plan for and navigate the often complex process of exiting their private business. As more and more baby boomer business owners seek to retire and transition out of their small and medium sized businesses, they are looking for trusted advisors with specific knowledge of the exit planning process. 

The IEPA can help your team become more valuable to your business owner clients. Our impactful and robust CBEC^® training program is the easiest way to get started for individuals or small teams who seek to add Exit Planning to their services. If you are a manager or team lead within a larger group of advisors, we also offer custom training programs that can deliver the same impactful training in a timeframe and at a price point that meets your needs. 

Please contact us if you would like to explore corporate training programs.

We have trained hundreds of advisors at the following companies:

• Cadaret Grant
  
• Commonwealth Financial
  
• EisnerAmper
  
• Key Private Bank
  
• LPL
  
• Lincoln Financial
  
• MassMutual
  
• Northwestern Mutual
  
• Raymond James
  
• Securian/Minnesota Life
  
• Strategic Financial Alliance
  
• Whitney Bank