Joy C. Cervantes earns the Certified Exit Planning Advisor (CEPA) designation

Joy Cervantes
Joy C. Cervantes, CPA, MTAX, CSEP, CEPA
logo: Exit Planning Institute

BeachFleischman’s Joy C. Cervantes recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 4-day executive MBA-style program. Joy joins an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted and endorsed professional exit planning program in the world. The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Using an executive MBA-style format, the program includes a combination of lectures, group discussions, case studies and individual exercises to introduce participants to these concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s faculty of advisors, who are all sought after subject matter experts and authors. To receive the CEPA designation, Joy completed the rigorous 4-day program that involved approximately one hundred hours pf pre-course study, thirty hours of classroom instruction, and the successful completion of a 3-hour proctored exam. Joy Cervantes is a tax shareholder at BeachFleischman with more than 30 years of tax and accounting experience. She serves as a trusted advisor for her clients, and specializes in providing proactive accounting, tax, and consulting solutions.

Eric Majchrzak
Eric Majchrzak

Eric Majchrzak is a shareholder and chief strategy officer of BeachFleischman PC.