Exit Planning Institute - Find a CEPA

Cam is the Founder and Wealth Advisor at Legacy Point Financial, where he specializes in helping clients navigate the complexities of managing their wealth. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Cam is passionate about connecting all the dots for his clients—covering cash flow, investments, taxes, and estate planning to ensure their financial goals are met with clarity and efficiency. In 2023, Cam earned both the CFP® and Certified Exit Planning Advisor (CEPA®) designations, further expanding his expertise to guide business owners through the intricacies of owning & exiting their businesses. His meticulous approach to financial planning ensures no detail is overlooked, providing comprehensive solutions that go beyond investments. Outside of work, Cam enjoys golf, traveling, spending time with family, and supporting South Dakota State University athletics. Cam is married to his wife, Katie, and they have one son, Lincoln, a daughter, McKenna, and are expecting their 3rd child in January of 2025.

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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

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2024 Webinar Series

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5-4-3-2-1 Whitepaper

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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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Case Study

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Access My Courses

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Business Attractiveness Scorecard

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Case Study, CEPA and M&A

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Case Study: A Framework To Build Value In Your Business

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Case Study: Human Capital, The Exit Planning Institute

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Case Study: Human Capital, The Exit Planning Institute

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UBS Approved Content

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