Exit Planning Institute - Find a CEPA

With over 35 years of experience working in accounting and wealth management, Duane Toney is skilled in investment management, tax minimization, succession planning, and wealth protection. Duane graduated magna cum laude with a Bachelor’s in accounting and Master of Accountancy with honors from Brigham Young University. He then began his career as a Certified Public Accountant working with a national CPA firm.

In 2002, Duane started his own business serving great savers, high net worth individuals and business owners. His firm became Signal Wealth Advisors and most recently partnered with Carson to become the Carson Wealth office in Salt Lake City, UT. He is a Managing Director, EOS Visionary and a Succession and Wealth Advisor.

Duane is rigorously and continually trained as a CPA/PFS, Investment Advisor Representative, Insurance Producer, and Certified Exit Planning Advisor ® (CEPA®) . He has a breadth of knowledge and prides himself in honoring stringent ethical standards while providing an objective, holistic, and comprehensive service for the families and business owners he serves. Duane’s goal is to help individuals identify their goals, build financial confidence and a careful plan, and enhance life fulfillment. He is passionate about helping business owners maximize the value of their businesses to well transition from ownership’s burdens to find their freedom.

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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

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

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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

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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

How Exit Planning Institute Focused on Improving Their Human Capital

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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

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

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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

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

Case Study

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

Learn how a CEPA with a national wealth management firm is utilizing their ..