Matt Latham, a principal at Lansing-based full-service public accounting, technology, wealth management, and business consulting firm Maner Costerisan, has earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute in Ohio.
Earning this credential means Latham has proven his expertise in master planning and exit strategy, allowing him to be an advisor and resource on complex, exit planning issues.
“Matt has always been very passionate about helping his clients secure the maximum value for their business,” says Trey Williams, president of Maner Costerisan. “With this certification, Matt further equips himself and our firm with the expertise necessary to guide our clients through the strategic exit planning process, ensuring their financial futures are secure and their goals are met.”
Latham earned the credential after completing a five-day educational program involving approximately 100 hours of pre-course study, 30 hours of classroom instruction, and a three-hour, closed-book proctored exam.
“I’m excited about the value this designation will bring our firm and clients,” says Latham. “It’s a significant professional achievement for me, but more importantly, the knowledge I’ve gathered through this program equips the firm to better serve business owners in need of support and guidance building a strategic exit strategy.”
To qualify for the training, Latham had to have an undergraduate degree and five years of experience working directly with business owners as a financial advisor, CPA, or in a related capacity.
Latham has nearly 20 years of public accounting experience and joined Maner’s principal group in 2021. He provides tax consulting and support to the firm’s affordable housing, construction, manufacturing, and small and midsize business clients.
A resident of Okemos, Latham is a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.
