Exit Planning Institute - Find a CEPA

Chris Goeglein is the founder and Managing Principal of True North. Under his leadership, True North has become one of the most active investment banking firms in Indiana. As an expert in corporate strategy, valuation, and corporate finance, Chris has become a trusted advisor to business owners and managers. He has advised business owners in diverse sectors, such as insurance, investments, automotive, distribution, manufacturing, and e-commerce.

A Registered Representative with Burch & Company, Inc., a member of FINRA and SIPC, Chris holds FINRA Series 62, 63 and 79 securities licenses. Chris completed the CEPA Exam in February 2026. He holds an MBA from Ball State University and a bachelor’s degree in computer science and political science from Taylor University.

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A Look Inside The Unique World of Value Creation Whitepaper

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Decentralizing the Business Owner

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

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Five Stages of Value Maturity Infographic

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Five Stages of Value Maturity Infographic

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Infographic: Decentralizing the Business Owner

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Issue One: The Annual Exit Magazine

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Know Your Gaps

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Phase 1 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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CHRIS GOEGLEIN

CHRIS GOEGLEIN

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report

2024 Webinar Series

2025 Webinar Series

2026 Webinar Series

5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of Value Creation Whitepaper

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

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

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

Case Study: Human Capital, The Exit Planning Institute

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

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

Case Study: Value Acceleration

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Chapter Logos

Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

Top Questions To Ask Your Business Owner's Advisors

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