CFS News

Chuck Stevens Earns Elite Exit Planning Designation

Chuck Stevens Website PhotoDecember 1, 2014: Cincinnati, Ohio –Chuck Stevens, partner and co-founder at Cooney Faulkner & Stevens (CFS), recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive CEPA five day executive style MBA program at the University of Chicago Booth School Of Business. Chuck joins an elite group of business advisors who have received this designation and are a part of the international community of the Exit Planning Institute. The CEPA program is one of the most widely accepted and endorsed program in the world. Earlier this month, Crystal Faulkner, partner and co-founder of CFS, also earned her exit planning certification from the Business Enterprise Institute.

“We are elated that our partners have such exceptional accreditations. This will allow us to bring more value to our clients as we continue to expand our services,” said Tom Cooney, president and co-founder at CFS.

The Certified Exit Planning advisor program was specifically design for business advisors who work closely with owners of privately held companies. Using an executive MBA style format, the program I designed around a central case study 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 made up of thirteen different instructors from the around the world who are sought after subject matter experts and authors.