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Sidney Today
By the People, for the People
Financial Advisor Nick Lonski Earns Certified Exit Planning Advisor Designation
The Edward Jones advisor in Sidney, Montana has received the CEPA credential to better serve business owner clients.
Published on Mar. 4, 2026
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Nick Lonski, a financial advisor with Edward Jones in Sidney, Montana, has earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. This specialized credential provides Lonski with additional training to help business owners plan for a successful exit from their companies by addressing business readiness, personal financial strategies, and aligning goals.
Why it matters
As business owners approach retirement or consider selling their companies, having a financial advisor with specialized exit planning expertise can be invaluable. The CEPA designation equips Lonski to provide more tailored guidance to his business owner clients on critical areas like business valuation, estate planning, and aligning personal financial needs with their professional goals.
The details
To earn the CEPA designation, Lonski completed a course of study that expanded his knowledge in key areas for business owners, including exit planning considerations, the importance of business valuation, personal financial management, and estate and charitable planning strategies. This additional training allows Lonski to take a more comprehensive approach when advising his business owner clients on preparing for a successful transition out of their companies.
- Lonski received the CEPA designation in March 2026.
The players
Nick Lonski
A financial advisor with the financial services firm Edward Jones, located in Sidney, Montana.
Edward Jones
A financial services firm where Lonski is employed as a financial advisor.
Exit Planning Institute
The organization that provides the Certified Exit Planning Advisor (CEPA) designation that Lonski has earned.
What they’re saying
“Business owners have a unique set of needs and opportunities, and I believe it's important to tailor my advice and guidance to each of them individually. This course of study has provided me a more in-depth understanding of successful exit planning.”
— Nick Lonski, Financial Advisor (The Roundup)
The takeaway
By earning the CEPA designation, Nick Lonski has demonstrated his commitment to providing specialized expertise to help business owners in Sidney, Montana and the surrounding area plan for a successful transition out of their companies. This additional training equips Lonski to offer more comprehensive guidance on critical exit planning considerations.
