Berkshire Money Management Adviser Receives CEPA Designation
DALTON, Mass. — Berkshire Money Management's Lauren Russo recently earned the prestigious Certified Exit Planning Advisor designation.
The CEPA program was specifically designed for business advisers who work closely with owners of privately held companies. CEPA designation is given through the Exit Planning Institute, offering the most widely accepted and endorsed professional exit planning program in the world. 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.
"We manage the assets of business owners, and 80 percent of their net worth is tied up in their company. Stocks and bonds are a small part of their identity," BMM founder and CEO Allen Harris said. "It's all about taking care of their baby, their business. Lauren and other strategists with the CEPA designation are uniquely qualified to help grow and defend the value of their most important asset of an entrepreneur – their business."
To receive the CEPA designation, Russo completed a rigorous four-day program that included 100 hours of pre-course study, 30 hours of classroom instruction, and the successful completion of a three-hour exam. She is one of the youngest advisers to earn this designation.