Local financial advisor earns 'Certified Exit Planning Advisor' credential

COLUMBUS, Ind. - Nick Combs, Financial Advisor and Partner at Forman Investment Services, recently earned the "Certified Exit Planning Advisor (CEPA) credential. This achievement follows his completion of an intensive executive MBA-style program offered by the Exit Planning Institute.

The CEPA program is the world’s most widely accepted and endorsed professional exit planning program for financial, M&A, and business advisors who help business owners grow their businesses, preserve their legacy, and prepare for a successful transition.   

“Business owners pour their life’s work into the companies they build,” says Combs. “The CEPA designation gives us additional tools to walk alongside them on that journey, from growing and strengthening the business to preparing for the day when it may be time to transition or sell.

This credential equips advisors to guide business owners through critical exit options, personal financial planning, and value enhancement. Combs will integrate this specialized expertise into his current work at Forman Investment Services, an independent practice.

Forman Investment Services, at 2635 Foxpointe Drive, in Columbus, offers securities through Raymond James Financial Services, Inc.