TrustBank is proud to announce that John Chichester, Senior Wealth Strategist recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive 4-day executive MBA-style program. John 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.
John is an expert at assisting businesses with personal, first-hand experience in exit planning. His specialized expertise and attainment of the CEPA adds to the breadth of services that TrustBank uses to offer clients unique solutions for achieving their personal and business objectives.
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 (business, personal, financial), which 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 sought after subject matter experts and authors.
For more than a century, award winning and industry recognized expertise and personalized service have been the hallmarks of our business and valuable relationships. TrustBank specializes in creating integrated solutions that consider your legacy and demanding business needs - where you are today, and where you are heading.