Oak Hill Business Partners
Press Release

Jason Sellnow, CMA, partner at Oak Hill Business Partners, achieves Certified Exit Planning Advisor (CEPA) certification


By - May 15th, 2020 01:10 pm
Jason Sellnow. Photo courtesy of Oak Hill Business Partners.

Jason Sellnow. Photo courtesy of Oak Hill Business Partners.

Milwaukee, Wis. – May 15, 2019 – Jason Sellnow, partner at Oak Hill Business Partners, has achieved the Certified Exit Planning Advisor (CEPA) designation. The CEPA is the globally recognized, advanced-level professional certification for accountants and financial professionals in business. The CEPA program is the most widely accepted and endorsed professional exit planning program in the world.

The CEPA program is specially designed for business advisors who work closely with owners of privately held companies. Certified Exit Planning Advisors help to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition.

Sellnow said, “I am excited to have completed this training and certification. CEPAs are changing the outcomes for their clients, and I’m proud to be part of the Exit Planning Institute team.”

Erik Owen, CEPA, CPA, founder and owner of Oak Hill Business Partners, said, “We are very excited that Jason has obtained his CEPA certification. At Oak Hill, we see a significant part of our mission as educating business owners on their options for exit and helping them get the best outcome by planning and executing a successful exit. Jason continues to enhance his skills to contribute to this important mission.”

Oak Hill Business Partners is a boutique management consulting firm serving lower-middle market closely-held companies. Based in Milwaukee, Wis., our partners focus on helping growing companies become scalable by applying functional excellence in finance & administration, sales, marketing, and operations.

Oak Hill also helps company owners plan and execute transition/exit planning holistically. Oak Hill partners work with a team of advisors including wealth and legal advisors to help owners understand their options for transition in the business and execute the plan that meets their specific needs. Founded in 2009, Oak Hill Business Partners has been named to the annual largest management consulting firms list four times by the Milwaukee Business Journal.

For more information, contact Erik Owen, CPA, at 414-852-0015, erik.owen@OakHillBP.com, or http://OakHillBP.com.

Mentioned in This Press Release

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