Exit Planning Institute - Find a CEPA

Dale A. Warner, CEPA® and the Law & Associates Group combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to their clients and their clients families. They help make their clients’ lives better by providing a holistic approach to advice, and personalized service through the resources of Merrill Lynch Wealth Management and access to banking, credit, and lending through Bank of America.

Dale has over 15 years of experience as an operations executive and co-founder at various growing corporations across Colorado, working directly with angel investors, private equity, and non-dilutive capital funding to spur growth. As a Certified Exit Planning Advisor® (CEPA®) professional, Dale leans on his experience and training to advise business owners on how they can build more valuable companies, have stronger personal financial plans, and align their personal goals with a potential business sale.

He is proud of the advanced training and ongoing commitment to professional development that the team brings to each client relationship.

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He is proud of the advanced training and ongoing commitment to professional development that the team brings to each client relationship.

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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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Videos/Recordings

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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Courses

Access My Courses

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Business Attractiveness Scorecard

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Case Study

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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: Human Capital, The Exit Planning Institute

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Case Study: Human Capital, The Exit Planning Institute

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

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

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UBS Approved Content

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

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