Exit Planning Institute - Find a CEPA

Adam Koos, CFP®, CMT, CFTe, CEPA is a CERTIFIED FINANCIAL PLANNER, one of approximately 3,000 active Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) through the International Federation of Technical Analysts (IFTA), and a Certified Exit Planning Advisor (CEPA) via the Exit Planning Institute.  He’s been named by Columbus Business First as one of their 20 People to Know in Finance, is a recipient of the Forty Under 40 award, is ranked by Investopedia as one of the Top-100 Most Influential Financial Advisers in the U.S., and is the winner of the coveted Better Business Bureau Torch Award for Ethics and Trust.  Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary and Registered Investment Advisory (RIA) firm, located in Columbus, Ohio, and is the founder of ADRENALINE Advisor Consulting, a financial advisor coaching firm aimed at helping financial advisors implement proven prospecting systems and client service models to grow their businesses faster.

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

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

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Case Study: Human Capital, The Exit Planning Institute

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

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

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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: Decentralizing the Business Owner

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Infographic: The 5 D's

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Know Your Gaps

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

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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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ADAM KOOS

ADAM KOOS

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

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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

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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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