Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Dean Spaniol is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

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From a young age, my family instilled in me the value of "Service Above Self". Witnessing the positive impact of service on my communities, and its connection to financial wellness, informs the north star that guides how I work with clients today.

Earlier in my career, I worked in data analytics. Great training, but far removed from the people behind the numbers. Over time, I realized I wanted my work to be more personal, more purpose-driven, and more directly tied to helping people through life's transitions. That shift led me to financial services, where I now provide holistic guidance across financial planning, retirement planning and workplace retirement plans serving as a real, present advisor rather than a call center or generic platform. I have earned the Certified Exit Planning Advisor® designation in order to serve business owners on a deeper level.

My approach is education-first and relationship driven. I believe financial wellness and freedom is improved when complexity is reduced, trust is built, and people feel supported in making informed decisions at every stage of life.

Outside of work, I'm a lifelong soccer fan and devoted Arsenal Football Club supporter, with past experience working in data roles for professional soccer teams in the UK. I also enjoy skiing, golf, surfing, marathon running (yes, by choice!), playing drums, writing music and reading just about anything I can get my hands on!

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Advisor Type: Financial Advisor
Website:
https://www.edwardjones.com/us-en/financial-advisor/dean-spaniol
Phone: 678-597-8990
City: Snellville
State: Georgia
Postal Code: 30078
Country: United States
Designations: CEPA
Markets Served: Georgia, Florida, Arizona
Company Name: Edward Jones
LinkedIn:
https://www.linkedin.com/in/dean-spaniol/

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A Look Inside The Unique World of Value Creation Whitepaper

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

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Confidential Estate Planning Form

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Decentralizing the Business Owner

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DEAN SPANIOL

DEAN SPANIOL

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

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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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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