Exit Planning Institute - Find a CEPA

Business owners, high net worth families, independent professionals, and top tier executives rely on me to help them take positive financial action in their lives. By partnering with them, we create a plan to manage and mitigate risks and provide greater opportunities for financial freedom and overall confidence. My philosophy is to work with diligence and integrity every day to offer exceptional counseling, creative and customized strategies and solutions for what matters most to clients.

Personal Planning

I work to take the complexity out of the current financial marketplace into a simplified and balanced approach using clients’ comprehensive financial plan. My process starts with setting your financial goals and prioritizing them. Together, we set up safeguards for the assets and life that you already have as a foundation to build the life that you desire. We then find balance between short-term and long-term objectives and set up tactics to work towards your goals.

Business Strategies

Many business owners have 80-90% of their financial wealth locked in their businesses. The significance of a business asset transition goes beyond the business owner to all stakeholders. I am committed to my business clients’ success by collaborating on their business financial strategy to transform their business and lifetime of hard work into a financial legacy for themselves and generations to come. I utilize the Exit Planning Institute’s Value Acceleration Methodology for the process and deliverables for exit and transitions strategies that serve to align business owners’ business, personal and financial goals.

About Me

I received the Certified Exit Planning Advisor designation from the Exit Planning Institute and the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors. I am a proud graduate of the University of North Texas where I earned Lifetime Member ship in Beta Gamma Sigma, an International Business Honor Society.

I am a seven times recipient of The Texas Monthly Magazine Five Star Wealth Manager Award.

I reside in Dallas, and enjoy reading, cycling, hiking with my husband, Don, and spending time with my family!

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Personal Planning

Business Strategies

About Me

I am a seven times recipient of The Texas Monthly Magazine Five Star Wealth Manager Award.

I reside in Dallas, and enjoy reading, cycling, hiking with my husband, Don, and spending time with my family!

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120-Day CEPA Playbook: Download the Playbook

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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

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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

Do you know the risks in with a business that is completely dependent on th..

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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

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Sample templated emails to begin to educate owners and advisors and build y..

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EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..

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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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The first steps after earning your CEPA designation.

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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

The framework for a high value business transition.

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Business, Personal, Financial: A Holistic Approach to High-Value Transition..

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Infographic: Beyond CEPA Path

The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..

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Infographic: Decentralizing the Business Owner

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Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

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Infographic: The 5 D's

Educate an owner on the ways they may be forced out of their business due t..

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Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..

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Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..

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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

A template for putting a contingency plan in place.

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The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..

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The Value Acceleration Methodology

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The Exit Planning Summit

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Annual Exit

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About EPI

Purpose Statement

ANNE SALICK

Personal Planning

Business Strategies

About Me

Personal Planning

Business Strategies

About Me

ANNE SALICK

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