Donald Ramirez Earns Prestigious Exit Planning Designation
Chicago, IL, January 05, 2010 --(PR.com)-- The Exit Planning Institute awarded Donald Ramirez, Managing Principal of Peak Wealth Advisors, recently with the Certified Exit Planning Advisor (CEPA) certification after completing the Institute’s intensive CEPA program. Ramirez joins an exclusive group of fewer than 150 business advisors who have received this designation.
The Exit Planning Institute is an association of professional business advisors providing exit planning services for business owners. The Institute leads the exit planning profession by setting the highest standards of education, ethics, and professional excellence for advisors in the exit planning field.
The CEPA 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 case study and uses a combination of lectures, group discussions, case studies and individual exercises to introduce participants to concepts and to reinforce skills. To receive the certification Ramirez successfully completed a comprehensive study program, five days of in-person training, and a 3.5-hour written exam.
“Many businesses do little planning prior to exiting their businesses and their advisors often lack the specific training or knowledge required to assist them,” said Ramirez. “We utilize our expertise to guide business owners and their advisors in the development and execution of a strategic exit plan that will maximize the value of their business, minimize taxes and ensure that he/she is able to accomplish personal and financial objectives in the process”
Peak Wealth Advisors offers business exit planning services to owners of closely held companies with revenues between $2 million to $40 million located throughout the western United States. Peak Wealth Advisors is headquartered in San Luis Obispo, CA. For more information on Peak Wealth Advisors, please visit www.peakwealthinc.com or call 888 231-3262.
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The Exit Planning Institute is an association of professional business advisors providing exit planning services for business owners. The Institute leads the exit planning profession by setting the highest standards of education, ethics, and professional excellence for advisors in the exit planning field.
The CEPA 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 case study and uses a combination of lectures, group discussions, case studies and individual exercises to introduce participants to concepts and to reinforce skills. To receive the certification Ramirez successfully completed a comprehensive study program, five days of in-person training, and a 3.5-hour written exam.
“Many businesses do little planning prior to exiting their businesses and their advisors often lack the specific training or knowledge required to assist them,” said Ramirez. “We utilize our expertise to guide business owners and their advisors in the development and execution of a strategic exit plan that will maximize the value of their business, minimize taxes and ensure that he/she is able to accomplish personal and financial objectives in the process”
Peak Wealth Advisors offers business exit planning services to owners of closely held companies with revenues between $2 million to $40 million located throughout the western United States. Peak Wealth Advisors is headquartered in San Luis Obispo, CA. For more information on Peak Wealth Advisors, please visit www.peakwealthinc.com or call 888 231-3262.
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Contact
Peak Wealth Advisors
Helen Sipsas
888-575-4742
www.peakwealthinc.com
Helen Sipsas
888-575-4742
www.peakwealthinc.com
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