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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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

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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

Navigate to your purchased EPI Academy content.

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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

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Case Study: A Framework to Build Value

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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

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Case Study: How to Strategically Build Transferrable Value

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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..

Case Study

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 ..