Exit Planning Institute - Find a CEPA

I’m Ben Hopper, a financial advisor with Edward Jones, and I help successful professionals, families, and business owners make thoughtful, efficient decisions so their wealth supports a meaningful life.

I’m a Texan through and through and have called DFW home my entire life. Before becoming a financial advisor, I was a CPA at PwC, where I navigated many complex financial situations. I learned how important it is to always listen first, explain clearly, and act with integrity and care.

Today, my work centers on stewardship. My team and I take the time to understand your story—your priorities, your values, and what you ultimately want your wealth to accomplish. That understanding becomes the foundation for everything we do, from investing to protection, legacy planning, and charitable giving.

Serving others is central to who I am. I’m actively involved at Watermark Community Church and enjoy serving and hosting international students through the University of Texas at Dallas. My clients know that conversations about generosity and impact are always welcome here.

My most important roles, however, are husband to my wife, Caroline, and father to our daughter, Adeline. We live in Dallas, enjoy time outdoors, and—thanks to Caroline’s time at SMU—occasionally debate the Mustangs versus the Horned Frogs.

If you're looking to partner with someone rooted in trust, clarity and shared values, I'd welcome the chance to hear your story

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If you're looking to partner with someone rooted in trust, clarity and shared values, I'd welcome the chance to hear your story

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A Look Inside The Unique World of Value Creation Whitepaper

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

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BEN HOPPER

BEN HOPPER

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

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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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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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