The Trust Company of Tennessee’s Sam Springer has earned the Certified Exit Planner (CExP™) designation from the Business Enterprise Institute (BEI).
Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4.5 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, personal investment strategy, corporate retirement plans, estate planning and personal trust services.
The designation follows rigorous testing and education that continues beyond earning the initial certification. CExPs also must hold additional credentials, such as Springer’s status as a Certified Public Accountant (CPA).
“Sam’s dedication to our team, clients and his own professional growth are impressive, and this certification makes him well-rounded counsel for business owners and advisors,” said Daniel Carter, president of The Trust Company of Tennessee.
Springer earned both a bachelor’s degree in business administration and a Master of Accountancy (MAcc) with a tax concentration from the University of Tennessee. He has completed all four parts of the Uniform CPA Examination.
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 exitplanning.com.