Exit Planning – Certified Exit Planning Advisors

Forecast Strategic Advisors’ Clarke Langrall is a Certified Exit Planning Advisor (CEPA).

There are only a select number of Certified Exit Planning Advisors in the U.S. If you’re planning to entrust someone with the transition of your life’s work, make sure you’re working with someone certified — someone who brings proven experience in Exit Planning.

You will leave your business — but on whose terms?

A 2013 PWC business transaction study revealed that 3 out of 4 business owners, when asked one year after selling, said they would have done things differently. Exit Planning is about careful consideration and creating a plan that addresses:

• Who will take over operations and leadership?
• What will the payout look like — and is it fair market value?
• How will the transition affect your family, employees, and company legacy?

These are just a few of the critical questions Exit Planning addresses. Many people confuse Exit Planning with Succession Planning — but they’re not the same.

Read more about the differences →