Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Erica Neal 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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Erica Neal is the co-founder of Infinity Investment Strategies and a Certified Exit Planning Advisor (CEPA) based in Fort Worth, Texas. She works with business owners and real estate investors to build transferable value and design exit strategies that protect what they've built — long before a transaction is on the table.

Erica's background bridges traditional exit planning with a specialty most advisors don't bring to the table: the Infinite Banking Concept. As an Authorized IBC Practitioner, she helps owners use whole life insurance as a private capital and liquidity system — funding buy-sell agreements, keyman coverage, and business growth without ceding control to outside lenders.

Before founding Infinity Investment Strategies, Erica spent years as a traditional financial advisor. She left because she couldn't keep recommending strategies she no longer believed in, knowing that AUM did not translate into actual consistent cash flow. That same conviction shapes her work today: helping business owners see the real cost of waiting, and giving them the tools to exit on their own terms.

She is also co-author of Mind of Gold: The Girlfriend's Guide to Financial Freedom and a frequent speaker on wealth-building strategy for business owners and women.

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She is also co-author of Mind of Gold: The Girlfriend's Guide to Financial Freedom and a frequent speaker on wealth-building strategy for business owners and women.

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Advisor Type: Insurance Professional
Website:
https://www.InfinityInvestmentStrategies.com
Phone: +1 817-382-1509
City: Fort Worth
State: Texas
Postal Code: 76028
Country: United States
Designations:
Markets Served:
Company Name: Infinity Investment Strategies
LinkedIn:
https://www.linkedin.com/in/theericaneal/

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ERICA NEAL

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