LAS VEGAS – Las Vegas-based CPA firm JW Advisors Partner Chris Wilcox and Southwest based wealth management firm Miller Russell Associates Partner Russell Bucklew recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive CEPA executive style MBA program at the University of San Francisco. Wilcox and Bucklew join an elite group of business advisors who have received this designation and are a part of the international community of the Exit Planning Institute. The CEPA program is one of the most widely accepted and endorsed exit strategy program in the world.
“At JW Advisors, we specialize in helping privately held companies through all phases of growth and development, including exit planning,” Wilcox said. “So, I’m proud to show we continue to do all we can to provide the best services by the most qualified CPAs in the business.”
Wilcox and Bucklew have been professional colleagues for many years and often collaborate on solutions for clients.
“Miller Russell Associates values continuing education and professional development and believes it is one of the key factors in acquiring and retaining top-level talent to best serve our clients now and for future generations to come,” said Bucklew. “Earning my CEPA Designation with my colleague, Chris, was a great accomplishment and I know this will bring significant value to our clients.”
The Certified Exit Planning advisor program was specifically designed for business advisors who work closely with owners of privately held companies. Using an executive MBA style format, the program uses a combination of lectures, group discussions, case studies and individual exercises to introduce participants to concepts and to reinforce their skills. The program is taught by the Exit Planning Institute’s dedicated faculty of 13 instructors from the around the world who are sought after subject-matter experts and authors.
To receive the CEPA designation, Wilcox and Bucklew completed a rigorous five-day program that involved approximately 100 hours of pre-course study, 33 hours of classroom instruction and successful completion of a three hour proctored examination.
Jack Banka of Quantitative Valuation Advisors also earned the designation.
About JW Advisors
JW Advisors is a consulting firm based in Las Vegas, specializing in business financial consulting, litigation support and forensic accounting, assurance and tax services. JW Advisors is a leading Nevada CPA firm serving auto dealerships and businesses in other highly specialized fields and practices such as helping business owners preparing to exit their business develop and implement effective transition strategies. The firm was founded by Kirk Jacobson and Chris Wilcox in 2015. www.jwacpas.com.
About Miller Russell Associates
Miller Russell Associates is one of the Southwest’s largest wealth management and registered investment advisory firms (RIA), headquartered in Phoenix. Independent and partner-owned, Miller Russell Associates provides investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. Miller Russell Associates manages more than $2 billion of assets and employs more than 40 professional and support staff. The firm has earned the prestigious CEFEX certification, an independent assessment that recognizes that the firm adheres to the industry’s best fiduciary practices. For more information, visit miller-russell.com.
About the Exit Planning Institute
The Exit Planning Institute (EPI) delivers innovative learning experiences, performance-enhancing resources and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, attorneys, commercial lenders, M&A advisors, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing educational credits with six major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.
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