Berkshire Money Management CEO Earns CEPA Designation

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PITTSFIELD, Mass. — Berkshire Money Management's CEO and chief investment officer Allen Harris has recently earned the Certified Exit Planning Advisor (CEPA) certification.

Harris participated in the intensive, four-day, MBA-style program — offered by the Exit Planning Institute — in Chicago. The CEPA program is the most widely accepted in the world and was specifically designed for business advisors who work closely with private companies.

"Not only is new business creation important to the vitality of the community, but so is recognizing and maximizing the value of existing companies," Harris said. "We can accomplish this by helping businesses with strategic planning--de-risking, taking action on growth initiatives. Ultimately, baby boomer business owners will look to transition ownership as they enter into their hard-earned retirement."



BMM has been helping business owners transition from ownership for years and nearly 25 percent of Berkshire Money Management clients are business owners, many of whom have an eye toward retirement and transitioning within the next 10 years, or who have already sold their business with BMM's guidance and continued support.

"It's to their benefit, and to that of our whole community, that these business owners are able to pass the torch of a strong business to the next generation," Harris said. "It ensures continued vitality."

 


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