Exit Planning Institute - Find a CEPA

As a former small business owner in the trades, I have a deep and personal understanding of the unique challenges business owners face—from the daily grind of managing cash flow to the complexities of scaling a team and building a consistent pipeline. After successfully building and operating my own glass and glazing company, I discovered a new passion: helping other trades and home service professionals transition from working in their business to working on it.

Leveraging the same principles that allowed me to scale and plan a successful exit, my approach focuses on Value Growth Acceleration. As a Certified Exit Planning Advisor (CEPA), I specialize in financial and operational strategies that build profitability and lasting enterprise value. I work with clients to optimize cash flow, streamline operations, and develop a clear, strategic growth roadmap that empowers them to build a company that runs without them and can be exited on their terms.

I believe true success isn’t just about revenue, it’s about building a business that provides the freedom and peace of mind you deserve. Ultimately, my goal is to partner with business owners to help them build a sustainable, profitable company and a lasting legacy they can be proud of.

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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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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

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

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

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Issue One: The Annual Exit Magazine

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Know Your Gaps

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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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AUSTIN EVANS

AUSTIN EVANS

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

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

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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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