Sullivan receives Certified Exit Planning Advisor designation
June 13, 2016
, CPA, CVA/ABV, CM&AA, CEPA, partner in Honkamp Kruegerâ€™s (HK) Waunakee, Wis. branch, has received the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute (EPI). Sullivan completed the Instituteâ€™s intensive CEPA four-day, executive-style MBA program at the University of Chicago Booth School of Business, joining an elite group of business advisors who have received this designation.
Sullivan has a deep history of working with privately-held businesses, the majority of which have been family owned.Â Sullivan states, â€œThe business becomes a part of the fabric of these familiesâ€™ lives so transitioning ownership is very personal and complex. Due to this, many companies fail to have a successful transition to a new owner, family, employees or at all.
The CEPA designation and program is dedicated to changing that outcome. This aligns with HKâ€™s philosophy of being â€˜in the business of helping yours.â€™ By promoting a comprehensive and highly collaborative model between all of the ownerâ€™s advisors, we can bring a better solution to the table. HK is committed to improving our clientsâ€™ business transition outcomes.â€