Matthew Baas receives CEPA Credential and Joins International Community of Business Advisors at the Exit Planning Institute
The Exit Planning Institute is proud to announce that Matthew Baas recently earned the Certified Exit Planning Advisor (CEPA) credential after completing the Institute’s intensive five-day executive MBA-style program. Baas joins an elite group of business advisors who have received this credential and are now part of the Exit Planning Institute’s international community of CEPAs. The CEPA program is the most widely accepted and endorsed professional exit planning program in the world.
About Matthew Baas
Matthew Baas is a highly accomplished M&A advisor with a strong track record in orchestrating successful transactions across diverse industries, including construction, manufacturing, and distribution. Since joining Calder Capital in 2016, he has earned a reputation as a trusted advisor, guiding businesses of all sizes through the complex process of selling their companies. His unwavering dedication, deep industry knowledge, and exceptional negotiation skills have made him a sought-after expert in the M&A field.
Baas was honored with the 2020 MiBiz Dealmaker of the Year Rising Star Award and was an Investment Banker of the Year Finalist in the 2024 M&A Advisor Awards, recognizing his contributions to the M&A industry. He holds a finance degree with a minor in economics from Michigan State University and previously gained experience at a leading Chicago-based middle market investment bank.
By obtaining the CEPA credential, Baas further strengthens his ability to help business owners maximize value and navigate successful exits with a well-structured, strategic approach.
About the CEPA Program
The Certified Exit Planning Advisor (CEPA) program is specifically designed for business advisors who work closely with owners of privately held companies. The foundation of the program is Master Planning, aligning business, personal, and financial goals through the Value Acceleration Methodology™.
Using an executive MBA-style format, the program includes lectures, group discussions, case studies, and individual exercises designed to introduce participants to core exit planning strategies and enhance their expertise. The program is taught by the Exit Planning Institute’s faculty of sought-after subject matter experts and authors.
To receive the CEPA credential, Baas completed the rigorous five-day program, which involved approximately 100 hours of pre-course study, 30 hours of classroom instruction, and a proctored three-hour exam.
About the Exit Planning Institute
The Exit Planning Institute delivers interactive education, training, and performance-enhancing resources designed to advance the field of exit planning. Since its founding in 2005, the Institute has been the leading professional organization serving M&A advisors, wealth managers, financial planners, accountants, attorneys, and other business professionals involved in exit planning. To learn more, please visit: www.exit-planning-institute.org.
About Calder Capital
Calder Capital, LLC is a lower middle market investment bank providing mergers and acquisitions advisory services to business owners, entrepreneurs, family offices, and investors across the United States. Our dedicated team of professionals combines extensive industry experience, technological innovation, negotiation savvy, and key relationships to exhibit exceptional execution. Calder’s services include mergers and acquisitions advisory, private funds and capital markets advisory, and business valuations. To learn more, please visit: www.caldergr.com.