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Forman earns new credential to assist business owners

Monday, July 27, 2026 at 10:45 AM

Forman-Courtesy of Forman Investment Services

COLUMBUS, Ind. - Troy Forman, MBA, Branch Manager, Financial Advisor, and Investment Management Consultant at Forman Investment Services, recently earned the prestigious Certified Exit Planning Advisor (CEPA) credential.

This achievement follows his completion of an intensive executive MBA-style program offered by the Exit Planning Institute. Forman joins an elite group of business advisors who have received the credential.

The CEPA program is globally recognized as the gold standard for financial, M&A, and business advisors who help owners of privately held companies accelerate growth, protect their legacy, and align personal and financial goals for a successful transition.

“Business owners face unique challenges when trying to grow and eventually transition their companies,” said Forman. “Earning the CEPA designation allows me to help clients build lasting enterprise value, mitigate taxes, and ensure a strategy for their personal and business futures.”

Forman Investment Services in Columbus offers securities through Raymond James Financial Services, Inc.

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