Exit Planning Institute - Find a CEPA

DAN CONKLIN, CEPA®, AAMS®

Investment Advisor

Dan Conklin’s commitment to fostering long-term relationships within his community led him to join Hunter Street Investment Advisors. With over nine years of experience, Dan has successfully guided a diverse range of clients, from individuals to business owners, in achieving their financial goals. As a seasoned entrepreneur and Certified Exit Planner Advisor® (CEPA), he is passionate about assisting independent business owners in navigating complex financial objectives and ensuring smooth transitions.

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DAN CONKLIN, CEPA®, AAMS®

Investment Advisor

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DANIEL CONKLIN

DANIEL CONKLIN

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

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

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

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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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Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

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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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