[New eBook Release] Fishing For Value


Three Ideas to Jumpstart Your 2019 Strategic Planning and Growth Mindset

Quarter four tends to be a very exciting, pressure-filled time for entrepreneurial advisors. You are pushing to hit and exceed goals while juggling personal commitments and client schedules (…and celebrations that feel like they fill up every remaining free moment). On top of that, whether intentionally or not, you drift into a higher state of… read more

Exit Planning Stories From the Road

  “Complex goals are often best achieved when you are not trying to achieve them directly.” That’s the advice from John Kay, a leading economist and Visiting Professor of Economics at the London School of Economics, a Fellow of St John’s College, Oxford. And it’s very good advice when it comes to exit strategies. Right now, your… read more

The Buyer’s Perspective on Value

The host, Ryan Tansom, invited CEPA Faculty and industry leader, Bobby Kingsbury, to discuss the topic “Valuing a Business: The Buyer’s Perspective,” and how he screens a potential investment.  There are a lot of misconceptions out there about bringing Private Equity (and some nightmare stories, too), and in this episode, Kingsbury breaks down how to recognize… read more

Our Exit Planning Philosophy: Value Acceleration Methodology

Our Exit Planning Philosophy Exit planning is business strategy. Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed… read more