Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Dustin Jeschke 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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On my 7th birthday, my stepdad encouraged me to invest my birthday money instead of spending it on candy—and I’ve been hooked ever since. My career in finance began in 2018 in Arvada, Colorado, with my values were shaped in the Midwest, where I developed a strong passion for making a positive impact on the people around me. Sharing my passion for matching patterns to outcomes and blending stoic lessons from history to make intentional choices.

I've found while everyone else is talking, I listen, build an understanding, and share ideas. My personal approach is authentic and professional process disciplined. My client's priorities drive us to exchange ideas that uncover \"Black Swan's\" or the sometimes-hidden reason for achieving or sabotaging goals. As your advisor, we work together to correct or celebrate financial behaviors that get you to your goal.

Partnering with serious investors adding support as they navigate their changing life chapters. Think about: retirement, marriage or divorce, planning an efficient estate transfer or receiving an inheritance. No two cases are the same; my team and I enjoy taking on the complexities of each scenario. That’s why I work with a network of professional accountants and lawyers, that should you need can add support.

It's a privilege to serve as an advocate on something so personal and meaningful as my clients financial journey.

I invite you to experience the dedication and focus you deserve. It all begins with a conversation – take ownership, call or message us today about owning your path.

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120-Day CEPA Playbook: Download the Playbook

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2022 Colorado State of Owner Readiness Quick Look Brochure

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2022 Colorado State of Owner Readiness Report

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

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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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Confidential Estate Planning Form

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Decentralizing the Business Owner

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Decentralizing the Business Owner

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

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Sample templated emails to begin to educate owners and advisors and build y..

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

When deciding to exit their business, an owner has several internal and ext..

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The first steps after earning your CEPA designation.

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Five Stages of Value Maturity Infographic

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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

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From Successful to Significant

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Infographic: Decentralizing the Business Owner

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Infographic: Five Stages of Value Maturity

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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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Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..

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Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..

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Sample Personal Contingency Plan

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The Impact of Unplanned Consequences on Business Value Whitepaper

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The Value Acceleration Methodology

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DUSTIN JESCHKE

DUSTIN JESCHKE

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

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

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

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Case Study: How to Strategically Build Transferrable Value

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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

CEPA Development Scorecard

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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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