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David M. Iaconis earns the Certified Exit Planning Advisor (CEPA) designation

Dave Iaconis
David M. Iaconis, CPA, CVGA, CEPA
logo: Exit Planning Institute

BeachFleischman’s David M. Iaconis recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 4-day executive MBA-style program. David 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, David completed the rigorous 4-day program that involved approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a 3-hour proctored exam. David Iaconis is an Accounting & Assurance principal at BeachFleischman with more than 40 years of accounting experience. He serves as a trusted advisor for his clients, and specializes in consulting with nonprofit organizations and privately held companies on a variety of issues including value growth, strategic planning, succession planning, loan negotiations, internal controls and business sales/acquisitions.

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