Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Dillon Jones 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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My purpose is to help people see all their choices.

Guided by my core values: courage, curiosity, and compassion, I help individuals, groups, organizations, and communities navigate change by developing their capacity to embrace uncertainty and complexity.

My unique value lies in my ability to help client(s) identify their deeply held wants and needs; and facilitate conversations they need and want to have.

Areas of practice: Exit planning, succession planning and organizational culture.

Methods: process consultation, meeting design and facilitation, coaching, experiential learning, and VAM.

I am open to referral and collaboration. I specialize in Personal Planning and prioritize working with family businesses.

A Licensed Master of Social Work (LMSW), and Certified Exit Planning Advisor (CEPA), I hold masters degrees in Social Work and Nonprofit Leadership, from the University of Pennsylvania; and in Poetry Writing from the University of Pittsburgh.

In my free time, I volunteer with End Of Life Choices Oregon, practice bonsai, and, write poetry.

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My purpose is to help people see all their choices.

My unique value lies in my ability to help client(s) identify their deeply held wants and needs; and facilitate conversations they need and want to have.

Areas of practice: Exit planning, succession planning and organizational culture.

Methods: process consultation, meeting design and facilitation, coaching, experiential learning, and VAM.

I am open to referral and collaboration. I specialize in Personal Planning and prioritize working with family businesses.

In my free time, I volunteer with End Of Life Choices Oregon, practice bonsai, and, write poetry.

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Advisor Type: Personal Planner
Website:
https://www.dtjonesconsulting.com/
Phone: 4026130994
City: Portland
State: Oregon
Postal Code: 97232
Country: United States
Designations: LMSW, CEPA
Markets Served:
Company Name: D.T.Jones Consulting
LinkedIn:
https://www.linkedin.com/in/dillon-thomas-jones-lmsw-msnpl-cepa%C2%AE-a189a3124/?skipRedirect=true

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DILLON JONES

DILLON JONES

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Confidential Estate Planning Form

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