Exit Planning Institute - Find a CEPA

Brad Barros brings over 35 years of leadership in risk mitigation, adept at resolving complex issues and pioneering industry advancements. His extensive experience includes founding and steering various life and casualty insurance entities, launching a global joint venture with a "Big 8" NYSE-listed CPA firm, and establishing two national consulting firms that offer customized strategies for AI risk management and sophisticated tax solutions tailored to family offices, high-net-worth individuals, and professionals in entertainment and sports.

An alumnus of the University of Delaware, Brad is passionately committed to philanthropy, actively supporting the B+ Foundation and Casey Cares Foundation.

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An alumnus of the University of Delaware, Brad is passionately committed to philanthropy, actively supporting the B+ Foundation and Casey Cares Foundation.

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2022 Colorado State of Owner Readiness Quick Look Brochure

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

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2023 National State of Owner Readiness Report

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2024 State of The Institute

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2024 Webinar Series

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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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Access My Courses

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Business Attractiveness Scorecard

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