Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®) Brenda works closely with her business owner clients and their extended teams to create a tailored exit strategy. Using the knowledge she gained earning her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation she creates and implements comprehensive financial plans that consider her clients’ specific needs, goals, and complexities. Her commitment to creating optimal tailored solutions, coupled with her in-depth knowledge of Morgan Stanley’s financial planning tools, is valuable to clients during all stages of wealth creation, distribution, and transfer. With her passion for analysis and problem solving, she keeps up to date on new technologies and resources and applies these skills to the overall wealth management strategy she implements with clients.

Brenda graduated with honors from Sonoma State University and received a Bachelor of Science in finance. Brenda holds the Certified Private Wealth Advisor® (CPWA®) certification, taught in conjunction with The University of Chicago Booth School of Business.

Brenda participates in the mentor/mentee program at Sonoma State University where she mentors students majoring in finance. She also regularly returns to Sonoma State University and talks to seniors majoring in finance about gaining employment after graduation.

With a passion for her community and helping others, Brenda joined the Santa Rosa Women for Good where she regularly attends gatherings with other likeminded women who volunteer and donate to various charities each quarter.

In Brenda's spare time you can find her hiking, gardening, cooking, and working on fitness goals.

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In Brenda's spare time you can find her hiking, gardening, cooking, and working on fitness goals.

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The Value Acceleration Methodology

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The Value Acceleration Methodology Infographic

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Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..

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Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit

To increase value and minimize risks in your business, you should follow th..

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Who Has a Seat at the Table Infographic

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120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..

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2022 Colorado State of Owner Readiness Quick Look Brochure

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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

This special edition broadcast will feature a 2024 EPI State of the Institu..

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2024 Webinar Series

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2025 Webinar Series

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5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..

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A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

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Access My Courses

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Best-In-Class Whitepaper

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Beyond CEPA Roadmap

The Beyond CEPA Roadmap is designed to provide Certified Exit PlanningAdvis..

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Business Attractiveness Scorecard

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Case Study, CEPA and CPAs

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Case Study: Value Acceleration

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CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

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CEPA Development Scorecard

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Decentralizing the Business Owner

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Decentralizing the Business Owner

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Email Marketing Templates

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..

Case Study

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..

First Steps

The first steps after earning your CEPA designation.

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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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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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From Successful to Significant Whitepaper

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

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From Successful to Significant Whitepaper

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

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Infographic: Beyond CEPA Path

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Infographic: Decentralizing the Business Owner

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Infographic: Five Stages of Value Maturity

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Infographic: The 5 D's

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Infographic: Who Has a Seat at the Table

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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..

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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