CEPA (Certified Exit Planning Advisor) Exam Prep Questions & Answers Test QUESTIONS AND VERIFIED SOLUTIONS |2026| ELABORATED &DETAILED ANSWERS!!

CEPA (Certified Exit Planning Advisor) Exam
Prep Questions & Answers Test QUESTIONS
AND VERIFIED SOLUTIONS |2026|
ELABORATED &DETAILED ANSWERS!!


When ranking a business's intangible capitals, what
is the main purpose of using the common sense
scoring of 1 - 6


Forced to not chose average


A key difference between lifestyle businesses and
value creator businesses is that value creator
businesses usually generate better income (T/F)


True

,First gate in the Value Acceleration Methodology?


Discover


Second gate in the Value Acceleration
Methodology?


Prepare


Third gate in the Value Acceleration
Methodology?


Decide


If the potential value for a business is 16 million,
and it's currently valued at 9 million, what is the
value gap of the business?


$7 Million

, The typical business owner has ____% of their net
worth tied up within their business.


80%


What are benefit of prioritizing wealth
management for a business owner?


a. Tax efficiency
b. Insurances in place (Risk Management)
c. Structured cash flow


Life insurance, health insurance, and product
liability insurance all fall under which section of the
financial planning process?


Risk Management