BRIAN WILLMOTT
As a Certified Exit Planning Advisor (CEPA®), Brian Willmott is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
Brian serves as Product Manager at Exit Planning Institute, where he leverages over 15 years of educational leadership and instructional design experience to develop learning solutions for exit planning advisors and business owners. He holds an EdD in Educational Administration and Leadership and brings deep expertise in curriculum development, LMS administration, and educational technology. As a Certified Exit Planning Advisor (CEPA), he combines his background in learning design with his understanding of exit planning methodology to create scalable, engaging educational products that help advisors deliver greater value to their clients.
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