The Exit Planning Institute (EPI) is proud to announce Farley Kaufmann and Joel Lebewitz recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive CEPA four-day executive MBA-style program. The Lurie Partners join an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted and endorsed program in the world.
Farley Kaufmann, CPA, CVA, CEPA
Partner, Entrepreneurial Services
Joel Lebewitz, CPA, JD, CEPA
Partner, Tax Services
About the CEPA Program
The Certified Exit Planning advisor program was specifically designed for business advisors who work closely with owners of privately held companies. Using an executive MBA-style format, the program is designed around a central methodology and uses a combination of lectures, group discussions, case studies and individual exercises to introduce participants to the concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s dedicated faculty of fifteen different instructors, who are all sought after subject matter experts and authors.