Exit Planning Institute - Find a CEPA

As a CERTIFIED FINANCIAL PLANNER™ David has been dedicated to providing exceptional service to his clients since 1989, utilizing a holistic approach to financial planning and investing for corporations and families alike. A graduate of The University of North Carolina at Greensboro, with a degree in Management, David recognizes the importance of continuing education and has earned the distinction of holding the professional designation of Certified Financial Planner™ (CFP®), and Certified Kingdom Advisor (CKA®). David has served as past PAC Chairman and President of the Greensboro Chapter of The National Association of Insurance and Financial Advisors and was recipient of the 2011 W.H. Andrews Member of the Year Award. Other professional memberships include The Estate Planning Council, Society For Financial Service Professionals, and Greensboro Kiwanis Club.

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DAVID BELK

DAVID BELK

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

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5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

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

Access My Courses

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Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

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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

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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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