Exit Planning Institute - Find a CEPA

As the president of Exit Factor of SLC & Utah County, I offer a proven method that helps small to mid-size business owners maximize their company's value. With over eight years of experience as a CEO and owner of a business brokerage and consulting firm, I have the skills and credentials to guide entrepreneurs through the process of buying, building, and selling their businesses. I am a Certified Business Intermediary (CBI), Certified Exit Planning Advisor (CEPA) and a Real Estate Agent, with certifications in LEAN process improvement and franchise consulting.

I have always had a passion for small to medium sized business, especially in my roles as a risk management and financial professional. My background is in commercial financial services, with an in-depth understanding of business valuation and operations. My mission is to empower entrepreneurs in developing the key strategies to grow and then exit their business.

With my experience in corporate financial services, I help our clients navigate the financing process, and I have a broad understanding of various business disciplines. My professional strengths include my ability to empathize with the unique needs and challenges of small and medium sized business owners and aspiring entrepreneurs.

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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

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Videos/Recordings

2024 State of The Institute

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

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2024 Webinar Series

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

5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

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Case Study

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

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Courses

Access My Courses

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Business Attractiveness Scorecard

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Case Study

Case Study, CEPA and CPAs

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Case Study, CEPA and EOS

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Case Study, CEPA and M&A

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Case Study: A Framework to Build Value

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Case Study: A Framework To Build Value In Your Business

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Case Study: How to Strategically Build Transferrable Value

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Case Study: How to Strategically Build Transferrable Value

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Case Study: Human Capital, The Exit Planning Institute

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Case Study: Human Capital, The Exit Planning Institute

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

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

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UBS Approved Content

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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