You've Got Your CEPA...
Now the question is...
"How do I turn this into a real practice?"
Justin gets these questions from new CEPAs every week. Instead of answering them one by one, he's running a live workshop where he shows you exactly how he did it, then answers your questions directly.
This isn't free. It's $10.01 to hold your seat, basically nothing for direct access to someone who's built and exited an eight-figure practice. Not because Justin needs ten dollars, but because free access gets zero commitment, and a room full of no-shows helps nobody. A little skin in the game keeps this room full of CEPAs who actually show up and do something with it.
Choose Your Session Date Below
Available Sessions
Sound Familiar?
Information Overload
The CEPA curriculum is so broad you're paralyzed by where to begin
Wrong Market Focus
Frameworks built for middle-market, not the small businesses you actually serve
No Quick Wins
You need to show ROI fast, but exit planning feels like a 5-year journey
Clients Need Help NOW
Your business owners want to scale today, you're still figuring out implementation
"Most CEPAs let their designation collect dust because they can't bridge the gap between knowing and doing."
A Live Working Session for CEPAs
Here's How It Works
Instead of waiting on email replies or trying to catch Justin on LinkedIn, you join a live workshop with someone who has guided 60+ businesses from assessment to closing table.
He teaches, then he answers. You leave with a plan you can actually run.
This format isn't available anywhere else.
First: Live Teaching
Justin walks you through how he built and exited his own practice for eight figures, and the framework behind it
Then: Open Questions
Bring your real cases and get your specific questions answered directly
Not recorded. Not replayed.
A live, focused working session built to give you clear, actionable answers for your practice.
Why Justin's Track Record Matters
Recurring revenue he walked away from to test these frameworks
Months from zero to 8-figure exit in financial services
Business owners guided from assessment to a successful exit
Months to double a company to 9-figures
What You Can Bring to the Q&A
Implementation
- Where do I start with my first client?
- How do I integrate this into my current practice?
- What should my first 90 days look like?
- How do I price exit planning services?
Client Acquisition
- How do I position this to existing clients?
- What's the best way to find exit-ready businesses?
- How do I have the initial conversation?
- What red flags should I avoid?
Partnerships & Referrals
- How do I work with other professionals?
- What does your referral program look like?
- How do I structure partnerships with CPAs and attorneys?
- Who should be on my deal team?
Come with your specific questions. Leave with a clear, actionable plan for your practice.
Reserve Your Spot
This isn't generic motivation. It's specific answers to your real implementation challenges.
Come prepared with questions about your actual practice and client base.
Seat Policy
A $10.01 seat reservation keeps attendance intentional and preserves the small-group format, so every financial advisor in the room gets their exit planning questions answered directly by Justin.
Pick Your Session
Seats are limited and held for financial advisors who show up ready to execute. A one-time $10.01 reservation confirms your spot and keeps the room focused on CEPAs who just earned their certification and are ready to put it to work. You'll enter your card on the next step.
Limited capacity per session. Each new CEPA can register for one introductory workshop.