XPX Triangle: Understanding the Exit Planning Certification Ecosystem

Help XPX Triangle Members and Guests understand the various exit planning certifications. Learn about the value and benefits of obtaining these certifications, how they benefit different parts of an exit process, and where they may overlap. Explore the various organizations offering exit planning certifications.

This agenda aims to provide XPX Triangle Members and guests with a thorough understanding of the various exit planning certifications available, helping them choose the right path to enhance their professional credentials to better service their clients.

Topics include:

• What is exit planning? And its importance for business owners
• The role of certified exit planning professionals
• Overview of popular exit planning certificates (CEPA, CBEC, CM&AA etc) along with key features and benefits of each certification and requirements and qualifications for obtaining.
• Value and recognition of each certification in the industry
• Choosing the right certification for you and your career goals

Our Speakers: 

Don Emmett
CBI, Certified Business Intermediary
Murphy Business Sales Franchise Owner

Don Emmett, CBI, CeXP, is a Certified Business Intermediary and Exit Planner with over 15 years of experience helping business owners develop and execute Succession/Exit strategies. He also guides clients interested in acquiring or growing businesses through strategic acquisitions. Prior to his business brokerage career, Don spent over 30 years in small businesses and entrepreneurial ventures, including serving as VP of Sales and Marketing and a Principal in a $20M electronic component distribution group. He has also invested in, managed, and successfully bought and sold several businesses.

Bryan Piccirillo
CFP® CEPA® AAMS® CERTIFIED FINANCIAL PLANNER®
Edward Jones

Bryan became an Edward Jones financial advisor in 2017. In this role, he is working with people to improve their finances and overall lives. His Durham office serves investors all across the country. He holds the CFP® and CEPA certifications and AAMS™ professional designation, is Sigma 6 and Lean certified and has an MBA and a doctorate in pharmacy.

Registration Fees:

XPX Triangle Members  - $0.00
XPX Triangle Members Same Day/Walk-in Fee  - $20.00

XPX Chapter Network Members Regular Fee - $30.00
XPX Chapter Network Members Same Day/Walk-in Fee - $40.00

Non-Members Regular Fee  - $35.00
Non-Members Regular Fee Same Day/Walk-In Fee  - $45.00

Food and beverages are included.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable.