Adi Ringer, owner of local financial and insurance services firm BridgePoint Custom Strategies, recently earned the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute (EPI).

The CEPA® program was specifically designed for business advisers who work closely with owners of privately held companies. Using an executive MBA style format, the program is designed around a central case study and uses a combination of lectures, group discussions, case studies and individual exercises to introduce participants to concepts and to reinforce skills.

To earn the CEPA® credential, Ringer completed a rigorous five-day program that involved approximately 100 hours of pre-course study, 32 hours of classroom instruction, and successful completion of a 3.5 hour proctored examination. With this certification, Ringer joins an exclusive group of fewer than 150 business advisers worldwide. The Exit Planning Institute is the premier provider of learning, knowledge, and future-oriented research for exit planning professionals. The Institute delivers innovative learning experiences, performance-enhancing resources, and strategic tools designed to advance the exit planning profession.

“Holding an expertise in exit planning issues is especially important in a time where baby boomers are beginning to enter the stage of retirement,” said Ringer. “We can expect to see a flood of businesses for sale in the next 15 years, driving prices down and depleting an owners value. It is my job to ensure personal, family and community goals come true for my clients, and a solid exit plan will help make this happen.”

Ringer also recently earned the Chartered Life Underwater (CLU®) designation, the world’s most respected designation of insurance expertise. He has continued to taken steps over the years to receive several other certifications in order to acquire a level of knowledge and credibility, and enhance his ability to create customized financial strategies for his clients.

BridgePoint Custom Strategies is an independent firm that provides relationship-driven financial and insurance services from a highly experienced and educated professional with an extensive network of alliances and resources. They offer comprehensive financial planning solutions to both individuals and businesses including business exit planning, customized wealth management, investments and insurance.

More information can be found at bridgepointslo.com.