Written by Covenant Wealth Strategies
Covenant Wealth Strategies is excited to announce that Bill Lloyd has earned his Certified Exit Planning Advisor® (CEPA®) designation from the Exit Planning Institute™ (EPI™ ). The CEPA® designation further equips our ability to serve business owner clients as they navigate the complexities of succession, transition, and wealth planning.
The CEPA® designation is a highly regarded certification in the field of exit planning. It is designed for financial advisors, CPAs, attorneys, and other professionals who assist business owners in preparing for and executing successful transitions. To obtain this credential, Bill completed an intensive training program that integrates business strategy, personal financial planning, and value acceleration methodologies.
As business owners grow their companies, their personal and financial futures become deeply intertwined with their businesses. Whether planning for a sale, passing the business to the next generation, or optimizing value for a future transition, having a strategic exit plan is crucial. The CEPA® framework helps business owners evaluate financial, personal, and business readiness, which can contribute to a more successful transition.
With this designation, Bill is equipped to help clients:
- Assess business value to maximize its potential before a sale or transition.
- Coordinate with legal, tax, and business professionals for a comprehensive exit strategy.
- Align personal financial goals with business exit plans to support long-term financial security.
- Address common challenges such as business continuity, family dynamics, and tax-efficient wealth transfer.
“We are incredibly proud of Bill’s dedication to his profession. Earning the CEPA® designation is truly commendable,” said G. Ward Keever, IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA®. “This achievement reinforces our commitment to guiding business owners through one of the most significant financial decisions of their lives.”
Bill Lloyd has been with Covenant Wealth Strategies for over 5 years. With a passion for helping entrepreneurs build, protect, and transition their wealth, Bill is dedicated to providing expertise and strategic guidance tailored to business owners’ unique needs.
We welcome you to contact our office for more information about how Bill and the team at Covenant Wealth Strategies can serve your financial well-being.
Disclosures:
Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/ SIPC.
CRPC® conferred by College for Financial Planning.
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