W. Alex Weatherly, Jr. , an Attorney with Callison Tighe & Robinson, LLC in Columbia, SC receives CEPA Designation and joins international community of business advisors as a member of the Exit Planning Institute
The Exit Planning Institute is proud to announce that W. Alex Weatherly, Jr., an attorney in Columbia, South Carolina recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive executive MBA-style program. In doing so, he 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.
Mr. Weatherly is an attorney with over 30 years of experience in advising the owners of privately held companies regarding tax and legal issues that affect their business, personal and estate planning. He began his professional career with the firm of Price Waterhouse (now PwC) where he became a certified public accountant, a license which he held for 22 years until leaving the accounting profession to concentrate exclusively on the practice of law. He is presently Of Counsel to the law firm of Callison Tighe & Robinson, LLC in Columbia, SC and is a member of the firm’s Business, Tax and Estate Planning Team. He is originally from Sumter, South Carolina and is a graduate of both The Citadel and the University of South Carolina School of Law. Over the past 30 plus years he has worked with numerous owners of privately held businesses to accomplish the organization, acquisition, growth, sale, merger, or internal transfer of their businesses.
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 essential to all successful business exits – (business, personal, financial)”. This 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 much sought after subject matter experts and authors in the field of Business Exit Planning.
In order to receive the CEPA designation, Mr. Weatherly had to complete an intense program that involved performing approximately one hundred hours of pre-course study, completion of multiple hands on business exit planning case studies, completion of thirty hours of rigorous classroom instruction, and successfully passing a 3-hour proctored exam.
About the Exit Planning Institute
The Exit Planning Institute delivers interactive education and training, performance-enhancing resources, and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve the educational and resource needs of wealth managers, financial planners, accountants, management consultants, attorneys, M&A advisors, commercial lenders, and other business advisors, the Institute is considered the standard trendsetter in the field of business exit planning. It is the only organization that offers the Certified Exit Planning Advisor (CEPA) program which qualifies for continuing educational credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.
The Exit Planning Institute serves as a platform for creating awareness, advisor collaboration, innovative learning, continuing education, defining methodology, research, thought leadership, and practice development. Certified Exit Planning Advisors help to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition.
To learn more about the Exit Planning Institute, please visit www.Exit-Planning-Institute.org or reach out at (216) 712-4244 for more information.