Exit Planning Institute - Find a CEPA

Herb Cogliano helps founders of $3M to $50M companies build a business that runs without them. As a Certified Exit Planning Advisor (CEPA) and Certified Scaling Up Coach, he focuses on the work that makes every option real: a leadership team that can run the company, written decision rights, and guardrails that make that autonomy safe. In the Exit Planning Institute's Three Gates, that is Business Readiness, and it is where most founder-led companies are weakest.

Herb comes to this as an operator. For nearly four decades he has worked inside founder-led companies, as a two-time founder and as CEO of Sullivan & Cogliano, a 52-year family business that made the Inc. 5000 three times and was recognized as a Best Place to Work. He knows what founder dependency costs: price with an outside buyer, and the payment itself with an inside one.

His book, Founder Independence, with a foreword by Verne Harnish, publishes in early 2027. He works alongside owners' CPAs, attorneys and wealth advisors, and welcomes referrals of founders who aren't ready for a transaction yet but want the freedom to choose.

Advisor Type: Business Coach
Website:
https://www.aspiregrowthadvisors.com
Phone: +17819533355
City: Westford
State: Massachusetts
Postal Code: 01886
Country: United States
Designations: CEPA, Certified Scaling Up Coach, MBA
Markets Served: Founder-led companies with $3M to $50M in revenue, nationwide
Company Name: Aspire Growth Advisors

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120-Day CEPA Playbook: Download the Playbook

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2022 Colorado State of Owner Readiness Quick Look Brochure

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2022 Colorado State of Owner Readiness Report

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2023 National State of Owner Readiness Report

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5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

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Case Study: The Value of Transitioning a Business to its Employees

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Confidential Estate Planning Form

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Decentralizing the Business Owner

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Decentralizing the Business Owner

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EPI Chapter President Circle Meeting Notes

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

When deciding to exit their business, an owner has several internal and ext..

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Five Stages of Value Maturity Infographic

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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

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From Successful to Significant

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Infographic: Beyond CEPA Path

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Infographic: Decentralizing the Business Owner

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Infographic: Five Stages of Value Maturity

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Infographic: The 5 D's

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Infographic: Who Has a Seat at the Table

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Issue One: The Annual Exit Magazine

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Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..

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Sample Personal Contingency Plan

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The Impact of Unplanned Consequences on Business Value Whitepaper

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The Value Acceleration Methodology

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HERB COGLIANO

HERB COGLIANO

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report

2024 Webinar Series

2025 Webinar Series

2026 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

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Chapter Logos

Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

Top Questions To Ask Your Business Owner's Advisors

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