William Braddy earns prestigious CEPA designation from Exit Planning Institute

William Braddy, CFP®, a wealth manager with Kraft Asset Management, LLC, has earned the prestigious Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive program. William joins an elite group of business advisors worldwide who have received this designation. Dana Holmes, CEO of our affiliate, 2nd Generation Capital, LLC, also earned the CEPA designation earlier this year.

Vic Alexander, chief manager of KraftCPAs says, “We’re fortunate to now have two professionals on the Kraft team who have attained the CEPA designation. In close collaboration with our affiliates, we assist business owners in a variety of areas that are important in developing or implementing exit planning strategies, such as valuation, tax planning, wealth management, risk assessment and much more. Having professionals with this designation is a reflection of our commitment to help clients build, preserve and transfer business value and personal wealth.”

William adds, “Many of my clients over the years had significant wealth tied up in their businesses. Unfortunately, some did little planning to exit the business and monetize its value potential. By working together with KraftCPAs and our other affiliates, we’re confident we can provide services which will significantly change clients’ outcomes. As registered investment advisors, we at Kraft Asset Management help clients make prudent investment decisions which will position them to attain their personal goals and dreams. We understand that success means different things to different people. We’re committed to helping each client define, plan for and achieve the life they have envisioned for themselves and their families.”

William’s experience and expertise

William joined Kraft Asset Management in 2015. Prior to joining KAM, William was a senior vice president and private client advisor with U.S. Trust Bank of America in Nashville where he oversaw all private banking activities in Tennessee. With more than 20 years of experience in wealth management, he specializes in working with high-net-worth individuals and families. In addition to this most recent CEPA designation, William holds the CERTIFIED FINANCIAL PLANNER™ credential (CFP®) and holds Financial Industry Regulatory Authority (FINRA) Licenses 7 and 66.

About the CEPA program

The Certified Exit Planning Advisor program was designed for business advisors who work closely with owners of privately held companies. Using an executive MBA-style format, the program is designed around a central methodology, which is taught by the Exit Planning Institute’s dedicated faculty who are all sought-after subject matter experts and authors.

To receive the CEPA designation, professionals complete the rigorous four-day program that involves approximately 100 hours of pre-course study, 30 hours of classroom instruction and successful completion of a three-hour proctored examination.

About the Exit Planning Institute

Formed in 2005 to serve the educational and resource needs of M&A advisors, attorneys, wealth managers, financial planners, commercial lenders, management consultants, and other business advisors, the EPI is considered the trendsetter in the field of exit planning. It is the only organization that offers the CEPA program, which qualifies for continuing educational credits with 11 major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.