Nick Combs, Financial Advisor and Partner at Forman Investment Services, recently earned the Certified Exit Planning Advisor (CEPA®) credential. This achievement follows his completion of an intensive executive MBA-style program offered by the Exit Planning Institute® (EPI).
Combs joins a distinguished group of business advisors who have received this specialized credential. The CEPA program is the world’s most widely accepted and endorsed professional exit planning program for financial, M&A, and business advisors who help business owners grow their businesses, preserve their legacy, and prepare for a successful transition.
“Business owners pour their life’s work into the companies they build,” says Combs. “The CEPA designation gives us additional tools to walk alongside them on that journey—from growing and strengthening the business to preparing for the day when it may be time to transition or sell. It’s about helping owners enhance the value of what they’ve built for themselves, their families, and the people who have supported them along the way.”
The CEPA credential equips advisors to guide business owners through critical exit options, personal financial planning, and value enhancement. Combs will integrate this specialized expertise into his current work at Forman Investment Services, an independent practice.
About Exit Planning Institute® (EPI)
Formed in 2005, the Exit Planning Institute is the leading authority on exit planning for advisors and business owners. EPI empowers professionals through education, advanced tools, and a robust membership community. To learn more about the CEPA program, visit earncepa.com.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting Program. Forman Investment Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. (RJFSA). Certified Exit Planning Advisor (CEPA®) is a credential awarded by the Exit Planning Institute. Any information provided is for informational purposes only and does not constitute a solicitation or recommendation to buy or sell any security. CSP#1153403
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