Jim Ward, a member in 2nd Generation Capital, LLC (2ndG), has earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute (EPI). Jim joins an elite, worldwide group of business advisors who have received this designation, including two colleagues, Dana Holmes, CEO and managing member of 2ndG, and William Braddy, a wealth manager with Kraft Asset Management, LLC.
“We now have three professionals with the CEPA designation, which will only further our ability to help business owners create personalized exit planning strategies, using coordinated services such as valuation, tax planning, wealth management, balance sheet restructuring, etc.,” said Vic Alexander, chief manager of KraftCPAs. “Having professionals with this specialized designation throughout our network of companies reflects our commitment to help clients build, preserve and transfer business value and personal wealth.”
Jim’s experience and expertise
Jim served as an intern at 2ndG (an affiliate of KraftCPAs) while completing his MBA at Vanderbilt’s Owen School of Management before joining the company full-time in 2013. His responsibilities have included developing relationships with private equity, venture, and mezzanine capital providers throughout the country to help clients raise debt or equity capital; completing analytical assignments in both the valuation and litigation areas; and performing overall market research. Additionally, Jim has participated in successful M&A assignments, led client strategic planning exercises, and acted as an advisory board member for client firms.
Jim previously worked for the financial development program at Mars, where he gained extensive experience in international and domestic business planning, as well as internal audit. He also previously served as senior financial analyst for Fannie Mae.
About the Exit Planning Institute
Formed in 2005 to serve educational and resource needs of various business advisors, the organization delivers interactive education and training, performance-enhancing resources, and strategic tools designed to enhance the profession. Considered the “trendsetter” in the field of exit planning, the EPI is the only organization that offers the CEPA program.
About the CEPA program
The CEPA program was conceived for business advisors who work closely with owners of privately held companies. Using an executive MBA-style format, the program is taught by the EPI’s dedicated faculty who are subject matter experts and authors.
To receive the CEPA designation, professionals complete the intensive four-day program that involves approximately 100 hours of pre-course study, 30 hours of classroom instruction, and the successful completion of a three-hour proctored examination.