Exit Planning Institute - Find a CEPA

Hi, my name is Erik Hagstrom, and I am a CEPA located in Dayton, Ohio! I graduated from Wright State University in 2021 and received a BS in Finance with a focus in personal investments. I am an avid golfer in the summer and have played since I could walk. I also enjoy doing (basic) home renovation projects and focusing on my physical fitness.

I have specialties in Social Security and am an IRMAA Certified Planner. The most rewarding work I do is giving members of our client family peace of mind. Knowing that they are able to focus on grandchildren, traveling, or giving back to their community without having to worry about what is going on in the market. It really allows for them to focus on the things that are most important to them.

Whether you only have a few years experience being a business owner, or have been one your whole career, I look forward to sitting down with you and hammering out a strategy to meet your goals best. As Warren Buffett once said, "a man sits in the shade today, because of the seeds planted 20 years ago."

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ERIK HAGSTROM

ERIK HAGSTROM

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

2026 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

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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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