SVA Certified Public Accountants Principal Nicole Gralapp, CPA, CExP™, member of The BEI Network of Exit Planning Professionals™, recently earned the designation of a BEI Certified Exit Planner (CExP™).  The BEI CExP™ designation is the standard for Exit Planning certification. Through training, rigorous testing and in-depth Exit Plan Creation coursework, Nicole has demonstrated that she is qualified to provide comprehensive, professionally executed Exit Planning services to the business owning community.

 

Exit Planning Professionals who successfully complete the BEI Certified Exit Planner program have come to be known as premiere Exit Planning Professionals because their in-depth knowledge and demonstrated application of The BEI Seven Step Exit Planning Process™  perfectly positions them to counsel business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning, and establishing wealth preservation. 

 

The business owner community benefits from engaging an Exit Planning Professional who holds the BEI CExP™ designation by having greater confidence that the service they receive is professional in quality, adheres to ethical and industry standards of practice, and meets a level of expertise BEI deems credible and worthy of one of its certified members.

About Nicole Gralapp, CPA, CExP™

 

Nicole is a Principal at SVA Certified Public Accountants, S.C, with expertise in the restaurant and hospitality industries. Nicole performs a variety of tax, assurance and business consulting functions.

She provides clients with technical expertise in areas such as tax planning, financial reporting, financial projections, budgeting, financial and estate planning and review of internal controls. Her experience in the hospitality, construction and professional services industries gives her the ability to consult with clients in a variety of areas. Nicole leads SVA’s exit planning business strategy using the BEI Seven Step™ Exit Planning Process.

 

About the BEI Certified Exit Planner Designation

Business Enterprise Institute (BEI) trains and certifies BEI Certified Exit Planners (CExP™) to create comprehensive Exit Plans that meet the objectives of their business owner clients. Through training, rigorous testing and ongoing continuing education, CExP™ designation holders provide comprehensive, professionally executed Exit Planning services. BEI requires specific training as a prerequisite to certification to assure that practitioners have the knowledge and understanding necessary to perform competent services, and to assure a level of consistency and continuity in their work product. A primary requirement for becoming a CExP™ is to hold a valid license as a Certified Public Accountant, Attorney, Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant or equivalent professional experience.  For more information, visit www.certifiedexitplanner.com

 

About SVA

Since our inception in 1974, we have focused on developing long-standing business relationships.  As our clients’ businesses and personal interests have grown, we have increased our service offerings to meet their expanding needs.

Now over 40 years later, SVA and its affiliates are recognized leaders offering a wide range of professional services including audit and accounting, tax, business information technologies, wealth management, trust and estate administration services.

The cornerstone of SVA will always remain the same, providing service and value to help our clients achieve measurable results, while exceeding their expectations.  SVA is not only dedicated to the clients we serve, we are dedicated to the communities we serve, maintaining a long tradition of involvement and support.