Exit Planning Advisor

Also called: Business Succession Advisor, Certified Exit Planning Advisor (CEPA)

Helps small business owners get their company ready to sell or hand down years in advance, so they get a good price and a smooth retirement.

A day in the life

A 64-year-old owner of a plumbing company wants out in five years. You measure what the business is worth, show him why it depends too much on him, and build a plan to train managers, clean up the books and decide whether to sell to employees, family or a buyer. You work with his accountant and lawyer.

Pay over a career

Starting
$65k
Typical
$120k
High
$300k

Fees and retainers; top advisors earn much more.

Approximate: anchored on Bureau of Labor Statistics data for a broader job group.

Training

Bachelor's degree (4-year), about 4 years after high school. Bachelor's in business, finance or accounting plus years as a CPA, financial advisor or banker; CEPA credential.

Ways in: 4-year college, On-the-job training, Certification. Training cost: $15k – $60k.

Majors to look at: Finance, Accounting, Business Administration.

Outlook

Growing faster than average. Millions of baby-boomer business owners are nearing retirement.

Will it last? Our AI estimate

Low risk for 10 years. AI speeds up valuations and plans; guiding an owner through a life-changing decision depends on trust and stays human.

Start now, in high school

Classes: Accounting, Business class, Economics.

Official data: O*NET occupation 13-1111.

More Management Consulting careers

Career Universe is an early version. Pay, training and AI-risk figures are estimates to start your own research, not verified facts. The research was written with AI research assistants, checked by validation scripts and spot-checked by hand. Check anything important with schools, employers and official sources. How the numbers work.