Exit Courses – Endorsed Exit Courses

The Institute has evaluated and recommended several exit & succession planning training courses and value creation training courses. If your practice is after a formal accreditation process we recommend two training courses:

Exit Planning Institute – CEPA program (Chicago/Sydney)

This is a very valuable training course however it is fairly US centric if you attend in Chicago.  International advisors may need to review for their needs. There is the option to take the course under the Australian Chapter located in Sydney. This exit & succession planning training course and value creation training course is run by President Peter Hickey, also CEO of MAUS Business Systems.

This 5 day intensive program and the CEPA exam are administered by the Exit Planning Institute.The CEPA certification at this stage is what we regard as the best certification in the world. To become certified you must meet EPI’s rigorous program requirements and pass the certification exam. This then allows you to become recognized, Certified Exit Planning Advisor.

The CEPA certification process will elevate professional standards, enhance individual performance, and differentiate CEPA professionals from those who do not have the knowledge needed to provide high quality exit planning services to business owners. EPI members who receive the CEPA designation are licensed to use EPI’s proprietary client “deliverables,” including questionnaires, report templates, excel templates, and marketing materials. CEPA recipients also receive a complete credentials kit including image files of the EPI and CEPA logos and instructions on how to use them. Members earning the CEPA certification receive a CEPA certificate bearing the candidate’s name and the EPI’s seal, confirming you have completed EPI’s rigorous exit planning curriculum.

This attractive certificate is printed on parchment and is designed to impress your clients and elevate your business stature.

The Australian Chapter of the EPI is now headed by Peter Hickey, of MAUS Business Systems. Contact MAUS on 1300 300 586. EPI training (CEPA training) in Australia is now based in Sydney.

Practical Exit Planning & Business Advisory (MAUS Accredited Partner Courses)

ExitPlanning-LearningCoursesCertificationMAUS Business Systems offers what is without a doubt the most practical training in the world. It is developed and tailored for the Australian market. It is complimented with automated exit and succession planning and valuation creation software which saves time, and offers a standardised methodology for you and your clients.

This is a practical course that includes marketing material, software and a detailed training program. It offers a wholistic business advisory training combined with a strong emphasis on Exit Planning. It trains on a set of methodolgies that has been endorsed by the Institute of Exit Advisors. This is a worldwide course that includes not only the processes but the tools and the software. MAUS is a joint venture partner with the Institute and has collaboratively developed an accredited process and program for Exit Advisors.

This course will take your practice through an intensive 6 days of face to face training over the 12 months  plus provide support to your practice over that period to build your revenue stream. MAUS has invested millions of dollars in the development of intellectual property including business tools and software that will be supplied to your practice. This will save you years of trying to re-invent the wheel and give your practice a competitive advantage.

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