Troy Forman, MBA, Branch Manager, Financial Advisor, and Investment Management Consultant at Forman Investment Services, recently earned the prestigious 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).
Forman joins an elite group of business advisors who have received this specialized credential. The CEPA program is globally recognized as the gold standard for financial, M&A, and business advisors who help owners of privately held companies accelerate growth, protect their legacy, and align personal and financial goals for a successful transition.
“Business owners face unique challenges when trying to grow and eventually transition their companies,” said Troy Forman. “Earning the CEPA designation allows me to use the Value Acceleration Methodology™ to help our clients build lasting enterprise value, mitigate taxes, and ensure a seamless strategy for their personal and business futures.”
The CEPA credential equips advisors to guide business owners through critical exit options, personal financial planning, and value enhancement. Forman will integrate this advanced skillset into his existing practice at Forman Investment Services, which operates as an independent practice.
About Forman Investment Services
Forman Investment Services is located at 2635 Foxpointe Drive, Columbus, IN 47203. The firm delivers comprehensive wealth management, financial planning, and management consulting services tailored to individuals, families, and business owners. Securities are offered through Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC.
About Exit Planning Institute® (EPI)
Established in 2007, 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.
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