John E. Chapman
Chief Executive Officer
Hoffman Estates, Illinois – Clearwater Capital Partners is proud to announce that Valerie N. Hogan, JD, CFP®, Family Office Wealth Advisor, has earned the prestigious Certified Exit Planning Advisor® (CEPA®) credential. Valerie completed the Exit Planning Institute’s rigorous, executive-level program—an intensive, five-day course modeled after an MBA curriculum.
With this achievement, Valerie joins a distinguished group of advisors who are part of the Exit Planning Institute’s global CEPA® community. The CEPA® designation is the most widely recognized and endorsed credential in the field of exit planning, equipping professionals with the tools to guide business owners through successful transitions.
To earn the CEPA® credential, Valerie completed a demanding program that included approximately one hundred hours of pre-course study, thirty hours of classroom instruction over five days, and the successful completion of a comprehensive, proctored exam.
John W. Sleeting, Managing Partner of Family Office Services, stated, “We are energized by Valerie’s attainment of the Certified Exit Planning Advisor (CEPA®) designation in addition to her many professional credentials. Our Family Office clientele reflects entrepreneurial families seeking to steward relationships with customers, suppliers, and employees as their businesses create wealth for their families and philanthropic endeavors. Consequently, Valerie’s development of her Exit Planning skill set enhances the team’s capabilities engaged with families and their many considerations for succession planning, monetization, estate strategy, and charitable planning.”
Valerie is excited to bring this specialized expertise to her work at Clearwater and to continue delivering thoughtful, strategic guidance to client families as they plan for the future.
Learn more about Valerie here.
About the CEPA Program
The Certified Exit Planning Advisor program is tailored for business advisors working with owners of privately held companies. Centered on Master Planning, it aligns business, personal, and financial aspects through the Value Acceleration Methodology™.
Using an executive MBA-style format, the program features lectures, group discussions, case studies, and individual exercises to teach and reinforce skills. It is conducted by the Exit Planning Institute’s expert faculty.
About the Exit Planning Institute
The Exit Planning Institute offers interactive education, training, and resources to enhance the exit planning profession. Founded in 2005, it serves wealth managers, financial planners, accountants, attorneys, M&A advisors, and other business professionals, establishing itself as a leading authority in exit planning.
The Institute features the Certified Exit Planning Advisor® (CEPA®) program, the only one of its kind that qualifies for continuing education credits from twelve major professional associations, making it globally recognized.
The Exit Planning Institute promotes awareness, collaboration, innovative learning, and practice development. Certified Exit Planning Advisors® play a key role in helping business owners and their families manage wealth during ownership transitions.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides Multi-Family Office and comprehensive wealth management services to successful individuals and families through their Private Wealth Management practice. The firm’s Institutional group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA-governed retirement plans. https://www.ccpwealth.com/
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