Exit Planning Institute - Find a CEPA

Most successful businesses don’t struggle because something is broken—they strain because responsibility quietly concentrates in one place.

I work as a strategic partner to founders, family business owners, and entrepreneurs who carry the unseen weight of a complex business. As companies grow, decisions, risk, context, and follow-through often accumulate with the owner long after the business appears successful. My role is to help redistribute that responsibility intentionally so the business can operate with greater ease and resilience.

As a Certified Exit Planning Advisor (CEPA) and Enrolled Agent, my work is grounded in tax strategy, exit readiness, and long-term value creation. I bring that technical foundation into a broader partnership role—helping owners align tax planning, operational structure, and leadership decisions so exit strategies are not only designed, but actually sustainable.

I don’t offer one-size-fits-all solutions. I take time to understand how a business truly operates day to day, supporting owners across operational clarity, thoughtful processes, risk awareness, cross-functional follow-through, and calm, human-centered problem solving. The result isn’t that everything becomes simple, but that it becomes supported.

I work best with owners who value stewardship over shortcuts and long-term health over quick fixes, and who want their exit to reflect the care they’ve put into building the business.

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Most successful businesses don’t struggle because something is broken—they strain because responsibility quietly concentrates in one place.

I work best with owners who value stewardship over shortcuts and long-term health over quick fixes, and who want their exit to reflect the care they’ve put into building the business.

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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: The Value of Transitioning a Business to its Employees

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Decentralizing the Business Owner

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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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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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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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AMANDA BAR

AMANDA BAR

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2022 Colorado State of Owner Readiness Quick Look Brochure

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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

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Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

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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

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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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