Ginger Quam Earns Certified Exit Planning Advisor Designation
Financial adviser Ginger Quam in Minot has earned the Certified Exit Planning Advisor (CEPA) designation.
Minot Bismarck Dickinson, ND, November 9, 2026 — Ginger Quam, a financial adviser based in Minot, has successfully obtained the Certified Exit Planning Advisor (CEPA) designation. This professional credential signifies a specialized level of expertise in exit planning for business owners.
The CEPA program is designed to equip financial professionals with the knowledge and skills necessary to guide business owners through the complex process of planning for the eventual sale or transition of their companies. Achieving this designation typically involves rigorous coursework and examinations focused on various aspects of business valuation, succession planning, wealth management, and tax implications related to business exits.
As a CEPA designee, Quam is now recognized for her ability to assist clients in developing comprehensive strategies to maximize the value of their businesses and ensure a smooth transition. This can include advising on strategies for improving company performance, identifying potential buyers, navigating legal and financial due diligence, and planning for the personal financial future of the business owner post-exit.
The specific timeline for Quam’s completion of the CEPA program and the institution that awarded the designation were not detailed in the provided information. However, the attainment of this certification points to an enhanced capacity to serve clients seeking strategic guidance on business succession and exit planning in the Minot region.
Story summarized from the original created by Jill Schramm on www.minotdailynews.com, see more information here.
