Exit Planning Institute - Find a CEPA

Devin joined the Velnoskey Wealth Management Group in 2022. As a Certified Exit Planning Advisor (CEPA®), he counsels clients in strategic exit planning while connecting them to his large network of credentialed and deeply experienced professionals including value growth advisors, family enterprise advisors, business valuation experts, business brokers, CPAs, corporate and estate attorneys, insurance professionals as well as investment banking and private equity resources, who can assist business owners in value creation and growth today to prepare them for their destiny.

In addition to being a connector, Devin collaborates with owners as the leader of their personal financial advisory team where he applies his work as a CERTIFIED FINANCIAL PLANNER™ practitioner helping owners understand their “Wealth Gap” and plan for their third act in life. His experience with business owners is multi-faceted as he provides his expertise with an understanding of how successful exits impact clients’ personal financial plan, today and in the future.

Devin began his financial services career in 2010 and prior to joining our team, he was a Senior Portfolio Strategist for a 400-billion-dollar asset management firm where he covered a diverse, global client base of consultants, advisors and institutional investors providing them objective, actionable insights on multi-asset portfolio construction. His focus was asset allocation and manager selection while providing macro perspectives with cross-asset and cross-product investment opportunities. During his tenure, Devin penned numerous whitepapers and frequently contributed to the firm’s market insights blog. Prior to that role, Devin was a member of the Institutional Securities Group at Morgan Stanley where he supported global sales and trading coverage of the firm’s hedge fund and asset management clients in global listed derivatives markets. Devin holds a degree in Economics from Fordham University, an MBA in Finance & Accounting from Regis University, and is a CFA Level II Candidate

Outside of work, Devin pursues a wide range of interests including travel, reading non-fiction, golf, and sports analytics. He and his wife, Jennifer, pursue family adventures with their two Cavalier King Charles Spaniels, Beaumont and Dash, by their side. They are active members of their local community including patronage of the theatrical and culinary arts, equine sports preservation, and classical liberal arts education initiatives.

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

Download the 2022 Colorado State of Owner Readiness Report to see where Col..

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2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..

Videos/Recordings

2024 State of The Institute

This special edition broadcast will feature a 2024 EPI State of the Institu..

Videos/Recordings

2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..

Whitepaper

5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..

Whitepaper

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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..

Case Study

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

Download the sample case study to use with business owner clients or in wor..

Courses

Access My Courses

Navigate to your purchased EPI Academy content.

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Business Attractiveness Scorecard

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

Case Study: A Framework to Build Value

A Case Study on How to Apply the Value Acceleration Methodology in your Bus..

Case Study

Case Study: A Framework To Build Value In Your Business

A Case Study on how to apply the Value Acceleration Methodology in your bus..

Case Study: How to Strategically Build Transferrable Value

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

Case Study

Case Study: How to Strategically Build Transferrable Value

Learn how the Five Stages of Value Maturity impact the growth and ultimate ..

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute Focused on Improving Their Human Capital

Case Study

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.

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

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..

Case Study

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

A case study to help owner's determine the best course of action for their ..

Case Study

UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..

View details and resources for your upcoming CEPA program.

Logos/Branding

Chapter Logos

Download your Chapter's logo to use in marketing or business development in..

Infographic

Decentralizing the Business Owner

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

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

Infographic

Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..

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Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

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Merrill Approved Content

MassMutual Approved Content

Infographic: The 5 D's

Educate an owner on the ways they may be forced out of their business due t..

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Infographic: Who Has a Seat at the Table

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

Whitepaper

Understanding Your Business Value Whitepaper

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

Whitepaper

Walking You Through the Perfect Exit Whitepaper

We dive deep into the importance of personal planning and uncovering your p..

Infographic

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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DEVIN VELNOSKEY

DEVIN VELNOSKEY

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report

2024 State of The Institute

2024 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

Business Attractiveness Scorecard

Case Study: A Framework to Build Value

Case Study: A Framework To Build Value In Your Business

Case Study: How to Strategically Build Transferrable Value

Case Study: How to Strategically Build Transferrable Value

Case Study: Human Capital, The Exit Planning Institute

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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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

EPI Chapter President Circle Meeting Notes

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant Whitepaper

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Intangible Capitals Make Or Break Your Business Whitepaper

Know Your Gaps

Stage 1: The Value Maturity Index - Identifying Value

Successful to Significant Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

The Value Acceleration Methodology Infographic

Understanding Your Business Value Whitepaper

Understanding Your Business Value Whitepaper

Walking You Through the Perfect Exit Whitepaper

Who Has a Seat at the Table Infographic

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