Santa Clarita Wealth Adviser Achieves Specialized Exit Planning Credential
Vance Wealth announces adviser with Certified Exit Planning adviser (CEPA®) designation
Santa Clarita, Calif. — Vance Wealth financial planner Tyler Tilton completed his Certified Exit Planning adviser (CEPA®) credential, joining a specialized class of finance professionals who are trained to guide business owners toward a successful exit.
“We are very proud of Tyler for continuing to deepen his knowledge and improve his skills for the sake of our clients,” said John Vance, president and visionary. “His expertise and training adds value to our entire firm, as we collaborate to provide the best service possible. His achievement is an excellent example of one of our firm’s core values: a commitment to continuous growth.”
The CEPA® credential, accredited through the Exit Planning Institute, teaches advisers how to integrate a business owner’s business, personal and financial goals into a master plan. Exit Planning Institute President, Scott Snider, shares, "A significant company is one that is ready, attractive, valuable, and transferrable at any given time. The company is near best-in-class performance while having employees, vendors, and partners that enjoy working there and are part of a culture."
“This methodology provides a sturdy framework for executing exit strategies as a holistic adviser,” Tilton explained. “Exit planning is about more than just creating a plan that you print out and put in a desk drawer; it’s a proactive strategy rooted in execution that grows value by expanding the owner’s options, so they can transition their business on their own terms.”
The CEPA® credential has only been achieved by roughly 4,000 professionals in the United States. In addition to this special designation, Tilton is a Certified Financial Planner (CFP®) and Chartered Retirement Plans Specialist (CRPS®). The combination of his professional experience and continuing education give Tilton a depth of knowledge that’s specifically suited to prepare business owners for success from startup to sale.
“I’m looking forward to helping business owners build value into their companies — whether that’s to maintain it, sell it or just build a better business,” Tilton said.
Raised among entrepreneurs and Wall Street executives, Tilton understands the leadership, management and financial sides of a business owner’s journey, and he guides clients through every stage of growth. In addition to serving his own client base as a wealth adviser, Tilton also oversees Simplify365™, a division of Vance Wealth developed with the business owner’s busy life in mind.
Tyler Tilton serves Santa Clarita, Pasadena and Newport Beach. To see how Tyler can help you or your business, please call 661-775-0950 to schedule a complimentary consultation, or visit vancewealth.com.
About Vance Wealth
Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping families and businesses succeed at every step of their financial journey. Serving Southern California, the practice delivers innovative and comprehensive wealth management strategies precisely customized to each client’s goals and needs. To schedule a consultation and learn more, call 661-775-0950, email [email protected] or visit VanceWealth.com.
Disclosures: Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.
