Exit Planning Institute - Find a CEPA

Cameron is a Certified Exit Planning Advisor located in Tampa, FL, who specializes in helping businesses drive value through strategic planning, execution, and coaching. He brings a holistic approach, focusing on Culture, Leadership, Operations, Sales/Marketing, and Financials. His clients are typically between $2mm-$150mm, owner-operators, and are looking to bring a higher level of accountability and execution to their teams and grow the value of their business.

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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..

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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

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

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2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..

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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..

Case Study

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

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Courses

Access My Courses

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Business Attractiveness Scorecard

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Case Study

Case Study, CEPA and CPAs

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Case Study, CEPA and EOS

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Case Study, CEPA and M&A

Learn how CEPA, Rick Krebs, is utilizing his exit planning expertise in his..

Case Study: A Framework to Build Value

A Case Study on How to Apply the Value Acceleration Methodology in your Bus..

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Case Study: A Framework To Build Value In Your Business

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Case Study: How to Strategically Build Transferrable Value

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

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Case Study: How to Strategically Build Transferrable Value

Learn how the Five Stages of Value Maturity impact the growth and ultimate ..

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute Focused on Improving Their Human Capital

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Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.

Case Study: The Value of Transitioning a Business to its Employees

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..

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Case Study: The Value of Transitioning a Business to its Employees

A case study to help owner's determine the best course of action for their ..

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UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..

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

Learn how a CEPA with a national wealth management firm is utilizing their ..