GBQ is pleased to announce that Kaz Unalan, CPA, has joined the community of Certified Exit Planning Advisors (CEPA). Unalan joins an exclusive group of fewer than 400 business advisors worldwide who have received this designation.
The Certified Exit Planning Advisor program was created in 2007 and was specifically designed for business advisors who work closely with owners of privately-held companies. This special group of advisors helps business owners exit their companies while achieving all of their personal, business and financial goals. Using an executive MBA style format, the program is designed around a central case study and uses a combination of lectures, group discussions, case studies and individual exercises to introduce participants to concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s dedicated faculty made up of thirteen different instructors from around the world who are sought after subject matter experts and authors. To receive the CEPA designation, Unalan completed a rigorous 5 day program that involved approximately 100 hours of pre-course study, 33 hours of class room instruction, and successful completion of a 3.5 hour proctored examination.
Kaz is a partner in our tax practice and is part of GBQ’s Transaction Advisory Services team. Kaz leads our Transition Planning Services and also specializes in complex partnership mergers and acquisition tax consulting and planning. He also has extensive experience serving clients in the real estate, construction, manufacturing, distribution and restaurant industries. As part of his practice, Kaz has significant experience in providing tax compliance and consulting to high net worth individuals.