Two HBK Principals Earn CEPA Distinction


Canfield, Ohio — Two HBK CPAs & Consultants (HBK) Joseph C. Ledford, CPA/ABV, CVA, CEPA and Keith A. Veres, CPA, CGMA, CEPA have earned the Exit Planning Institute’s Certified Exit Planning Advisor (CEPA) designation. The designations were awarded upon their successful completion of the Institute’s executive MBA-style program, which involves approximately 100 hours of pre-course study, 30 hours of classroom instruction and a three-hour proctored exam.

Ledford is the principal-in-charge of the Northwest Pennsylvania region and works from HBK’s Meadville office location. He has been with the firm since 1986. Veres is a principal in the Fort Myers, Florida office of HBK and also serves as the firm’s director of Corporate Finance. He began his accounting career with HBK in 1991.

“Both principals are well-known throughout the firm for leading by example,” noted HBK CEO and Managing Principal Christopher M. Allegretti, CPA, in a press release.”In Joe’s role as a regional principal-in-charge and Keith’s as corporate finance director, they’ve established a pattern of assuming extra responsibilities to grow the firm in terms of both revenue and mentoring future leaders.”

Allegretti called their efforts to secure the CEPA designation a “further testament to their dedication to active client management and team building. Joe and Keith personify one of our core tenets: sustained and continuous learning to better our team and the client experience,” Allegretti said.

Established in 1949, HBK CPAs & Consultants serves clients ranging from individuals to small businesses to multimillion-dollar corporations across the United States through our offices in four states. The firm specializes in a wide variety of tax, accounting, assurance, and business consulting services which can help clients achieve all their personal and business goals.