OLSON WEALTH GROUP, a nationally recognized wealth management firm serving a select group of clients and families, announces, Sharon Olson, CFP, has achieved Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute of Columbus, OH. Sharon Olson 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 services broadens our services we can bring to our clients”.