Exit Planning Institute
Alex Lucas is a skilled graphic designer with a diverse range of experience in both corporate and freelance settings. With a background in managing website and blog content, as well as creating branding and marketing collateral for various companies and publications, Alex has showcased a strong ability to collaborate with clients and deliver visually compelling designs. Additionally, as the owner of Oh The Raven Studio, Alex exemplifies versatility and creativity in wearing many hats to meet the needs of businesses of all sizes. From working as an Art Director for agencies to creating and designing magazines, Alex's passion for graphic design shines through in every project undertaken.
Exit Planning Institute
The Exit Planning Institute is the Authority in Exit Planning and Value Acceleration Pioneering an industry since 2005, The Exit Planning Institute® (EPI®) serves an elite, high-caliber group of professional advisors, committed to serving the needs of business owners. These advisors come from diverse areas of professional specialty, including Attorneys, CPAs and Accountants, Business Brokers, Financial Planners, Valuation Advisors, Investment Bankers, Estate Planners, Commercial Lenders, Consultants, Wealth Managers, Insurance Professionals, Mergers & Acquisition Advisors, and other Professional Advisors. The Certified Exit Planning Advisor® (CEPA®) Credentialing Program, created in 2007, is the only program of its kind and offers professional advisors an innovative learning experience, best-in-class resources, and strategic tools to help them advance their exit planning practice. Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology® is the process taught at the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. The process consists of three major components, referred to as the “three legs of the stool”: Business, Personal, and Financial planning. Exit planning is business planning. It is about building, harvesting, and preserving family wealth for generations to come and integrating best-in-class business practices into daily operations. The Methodology focuses on enterprise value and is a revenue-producing model for professional advisors that is justifiable with the growth of overall enterprise value.