Exit Planning Institute - Find a CEPA

Meet Fred Campos:

Fred Campos serves as the Firm’s Transaction Advisory Services Leader for the Southeast region. He has more than 20 years of experience in accounting and finance. Throughout his career, Mr. Campos has executed on more than 150 transactions (buy- and sell-side) that ranged in purchase price from $15 million to more than $1 billion.

Mr. Campos has led inbound and outbound cross-border transactions between the United States and countries throughout Latin America. He provides advisory services to strategic and private equity clients on domestic and cross-border transactions.

Prior to joining Marcum, Mr. Campos founded and led a boutique advisory services firm focused on mergers and acquisitions and exit readiness. Earlier in his career, he led the regional transaction practice for a top tier public accounting firm and established a transaction practice for another where he also led their Latin America practice. He began his career with a Big Four firm where he spent a year living in Chile.

Mr. Campos is a frequent speaker at local and national conferences and has been quoted by the Wall Street Journal regarding his insights into the Brazilian M&A market.

Professional & Civic Affiliations

American Institute of Certified Public Accountants (AICPA)

Florida Institute of Certified Public Accountants (FICPA)

Association of Corporate Growth (ACG)

Professional Designations

Certified Public Accountant; State of Florida

Certified Exit Planning Advisor; Exit Planning Institute

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Meet Fred Campos:

Mr. Campos is a frequent speaker at local and national conferences and has been quoted by the Wall Street Journal regarding his insights into the Brazilian M&A market.

Professional & Civic Affiliations

American Institute of Certified Public Accountants (AICPA)

Florida Institute of Certified Public Accountants (FICPA)

Association of Corporate Growth (ACG)

Professional Designations

Certified Public Accountant; State of Florida

Certified Exit Planning Advisor; Exit Planning Institute

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FREDERICO CAMPOS

Meet Fred Campos:

Meet Fred Campos:

FREDERICO CAMPOS

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report

2024 State of The Institute

2024 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

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Business Attractiveness Scorecard

Case Study, CEPA and CPAs

Case Study, CEPA and EOS

Case Study, CEPA and M&A

Case Study: A Framework to Build Value

Case Study: A Framework To Build Value In Your Business

Case Study: How to Strategically Build Transferrable Value

Case Study: How to Strategically Build Transferrable Value

Case Study: Human Capital, The Exit Planning Institute

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

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

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 Whitepaper

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Intangible Capitals Make Or Break Your Business Whitepaper

Know Your Gaps

Stage 1: The Value Maturity Index - Identifying Value

Successful to Significant Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

The Value Acceleration Methodology Infographic

Understanding Your Business Value Whitepaper

Understanding Your Business Value Whitepaper

Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit

Walking You Through the Perfect Exit Whitepaper

Who Has a Seat at the Table Infographic

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