EPI Exit Planning Institute
CEPA Certified Exit Planning Advisor Certification
Exam
Course Title and Number: CEPA Exit Planning Advisor
Certification
Exam Title: CEPA Certification Exam
Exam Date: Exam 2025- 2026
Instructor: ____ [Insert Instructor’s Name] _______
Student Name: ___ [Insert Student’s Name] _____
Student ID: ____ [Insert Student ID] _____________
Examination
Time: - ____ Hours: ___ Minutes
Instructions:
1. Read each question carefully.
2. Answer all questions.
3. Use the provided answer sheet to mark your responses.
4. Ensure all answers are final before submitting the exam.
5. Please answer each question below and click Submit when you have completed
the Exam.
6. This test has a time limit, The test will save and submit automatically when the
time expires
7. This is Exam which will assess your knowledge on the course Learning
Resources.
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CEPA Certified Exit Planning Value Acceleration Exam
Review Questions and Answers | 100% Pass
Guaranteed | Graded A+ |
2025- 2026
EPI Exit Planning Institute
CEPA Certified Exit Planning Advisor Certification Exam
Read All Instructions Carefully and Answer All the
Questions Correctly Good Luck: -
What % of business exits are caused by one of the 5 "D"s? -
=Answer>> 50%
What % of family-owned businesses transition to the second
generation? - =Answer>> Only 30% of family-owned businesses
transition to the second generation
Approximately ______% of businesses that are put on the
market do not sell. - =Answer>> 80% of businesses that are put
on the market do not sell
Regarding Readiness and Attractiveness score averages: the
midpoint of scores is ________%, but target is ________%. -
=Answer>> - Midpoint is 58%
- Target is 67% (realistic)
Know these US Market Statistics:
A) ____________ US companies ($5M-$100M in sales) will try to
exit by 2030
B) ____________ will be deemed 'market ready'
C) ____________will transact
D) ____________will sell with concessions
E) ____________ will sell at desired value - =Answer>> A) 250,000
US companies ($5M-$100M in sales) will try to exit by 2030
B) 50,000 will be deemed 'market ready'
C) 30,000 will transact
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D) 16,000 will sell with concessions
E) 14,000 will sell at desired value
Baby Boomers own ______% of private businesses in the US -
=Answer>> Baby Boomers own 63% (or more than half) of
private businesses in the US
________% of baby boomers plan to exit in the next 10 years -
=Answer>> 76% (3/4ths) of baby boomers plan to exit in the next
10 years
Baby boomers exiting the private business market represents a
transfer of approx _____ million businesses and _________ trillion
of wealth. - =Answer>> Baby boomers exiting the private
business market represents a transfer of approx 4.5 million
businesses and 10 trillion of wealth.
Business owners leave money on the table because they are
not focused on ___________ - =Answer>> Enterprise Value
CEPA Module 3-4 - =Answer>> Educational modules covering
financial planning, taxes, risk management, and investments.
What are the 5 stages of the Value Maturity Index (IPBHM)? -
=Answer>> 1. Identify
2. Protect
3. Build
4. Harvest
5. Manage
What are the 5 Leadership Concepts of the Value Acceleration
Methodology? - =Answer>> 5 - Value Maturity Index
4 - Intangible Capitals
3 - Legs of the Stool
2 - Concurrent Paths
1 - Goal = Value
What are the 4 Intangible Capitals? - =Answer>> 1 - Human
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