Twin Cities Market Leader Jim Stelten and Tax Shareholder Adam Goehring have successfully completed the Certified Exit Planning Advisor (CEPA®) Program and passed the exam to receive the CEPA credential. The CEPA Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Applicants to the program must have five years or more experience working directly with business owners as a financial advisor, CPA, attorney, business broker, investment banker or similar professional capacity.
The process taught in the CEPA program consists of three major components: 1) maximizing business value; 2) personal financial planning; and 3) life after business planning. The process teaches that an exit strategy is about building, harvesting and preserving family wealth for generations to come and integrating best-in-class business practices into daily operations.
“Both Jim and Adam are known for their passion for making a difference for the clients they serve,” said Director of Client Service Leighton Smith, “They are constantly looking for ways to improve and earning the CEPA is one more tool for them to draw upon to help business owners develop an exit strategy that fits their personal and financial goals.”
As Market Leader, Stelten is responsible for growing overall service for the Twin Cities market by managing all aspects of the value creation cycle and works with the Twin Cities team to ensure a wow experience is being delivered. He partners with the Twin Cities market sales leader to drive overall growth and helps to grow relationships with the firm’s referral partners.
Goehring leads the tax team in the Twin Cities market, guiding the team to ensure they have the support and resources needed to provide clients with the tax services they need to operate efficiently and strategically. He also works directly with clients to provide them insights and advice related to tax planning and serves as a liaison to the wealth management team to give tax advice to their client base.
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