Exit Planning Institute - Find a CEPA

David is a Senior Business, Value, and Exit Advisor at Cultivate Advisors and holds the prestigious designation of Certified Exit Planning Advisor (CEPA). With an impressive track record spanning over a decade, he has been a guiding force alongside business owners since 2012. David's rich professional journey includes diverse roles such as founder, business owner, general manager, director, and executive.

Throughout his career, David has demonstrated a remarkable ability to shape enterprises from their very inception, resurrect struggling businesses into profitable ventures, and propel companies from small (starting at $3.5 million) to substantial, medium-sized enterprises (reaching $35 million).

Having poured his heart and soul into numerous companies, David intimately understands the multifaceted challenges of entrepreneurship. His unwavering dedication revolves around ensuring his clients not only achieve business success but also maintain a harmonious work-life balance.

David's impact is quantifiable. In the past year, every single one of his clients has enjoyed double-digit growth in revenue and profitability. His commitment to delivering excellence extends beyond results, evident in his exceptional client retention rate, world-class Net Promoter Scores (NPS), and the noteworthy recognition of being honored as Chicago Magazine's "Best of the Best" on five separate occasions.

David's passion for service excellence continues to drive him, making him an invaluable asset to the businesses and individuals he guides towards prosperity and fulfillment.

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David's passion for service excellence continues to drive him, making him an invaluable asset to the businesses and individuals he guides towards prosperity and fulfillment.

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The Value Acceleration Methodology

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The Value Acceleration Methodology Infographic

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Whitepaper

Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..

Case Study

Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit

To increase value and minimize risks in your business, you should follow th..

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Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they pl..

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120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..

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2022 Colorado State of Owner Readiness Quick Look Brochure

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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

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2024 Webinar Series

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2025 Webinar Series

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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..

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

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Access My Courses

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Best-In-Class Whitepaper

At Exit Planning Institute® (EPI), being best-in-class is a deliberate choi..

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Beyond CEPA Roadmap

The Beyond CEPA Roadmap is designed to provide Certified Exit PlanningAdvis..

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Business Attractiveness Scorecard

See how ready an owner is and what steps they should take first when prepar..

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Case Study, CEPA and CPAs

Learn how CEPA, Stacy Kuxhausen is utilizing her exit planning expertise in..

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Case Study: Value Acceleration

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

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CEPA Development Scorecard

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Decentralizing the Business Owner

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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

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Email Marketing Templates

Sample templated emails to begin to educate owners and advisors and build y..

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EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..

Case Study

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

When deciding to exit their business, an owner has several internal and ext..

First Steps

The first steps after earning your CEPA designation.

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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

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From Successful to Significant

The framework for a high value business transition.

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From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

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From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

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Infographic: Beyond CEPA Path

The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..

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Infographic: Decentralizing the Business Owner

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Infographic: Five Stages of Value Maturity

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Infographic: The 5 D's

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Infographic: Who Has a Seat at the Table

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Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..

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Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..

Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..

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The Impact of Unplanned Consequences on Business Value Whitepaper

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