As we continually strive to support our commitment to growth and pursuit to meet our clients’ unique objectives with comprehensive planning, Olson Wealth Group is proud to announce that Sharon Olson, CFP has achieved Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute of Columbus, OH. This distinguished accolade will provide sophisticated guidance and further advance our business planning services.
Sharon 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 globally. The Certified Exit Planning Advisor program certifies advisors who work closely with owners of privately held companies. The program’s organizing principle is Master Planning, the alignment of the three legs of the stool (business, personal, financial), executed through the implementation of a process called the Value Acceleration Methodology™. Olson states, “Many of our clients are business owners who seek to maximize the value of their business integrated within their wealth management objectives. Increasing our expertise with multiple levels of knowledge enriches the experience and service we bring to our clients.”