Exit Planning Institute - Find a CEPA

Gary West is the President of The Rocklin Group, a firm specializing in sales and business strategy, process, and value acceleration. Gary has a 30-year history of leadership excellence and success in diverse industries.

As a previous small business owner with three (3) exits, he understands SMB challenges and knows what is needed to accelerate revenue and increase enterprise value. Gary has led teams across the country with annual revenue responsibilities ranging from $3 million to over $800 million. Since 2010, he has worked within the SMB community serving as a business consultant, fractional CRO, and value acceleration coach, helping many achieve record-breaking results.

Gary earned his Bachelor's Degree in Business from the University of Utah, David Eccles School of Business, and advanced business degrees, MBA from the University of Pacific, Eberhart School of Business, and Healthcare Management, from the University of Southern California.

In addition to an MBA, Gary is also a Certified Exit Planning Advisor (CEPA), a professional who specializes in helping business owners increase growth and accelerate enterprise value.

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In addition to an MBA, Gary is also a Certified Exit Planning Advisor (CEPA), a professional who specializes in helping business owners increase growth and accelerate enterprise value.

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The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..

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The Value Acceleration Methodology Infographic

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Whitepaper

Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..

Case Study

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

To increase value and minimize risks in your business, you should follow th..

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Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they pl..

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120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..

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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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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

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2025 Webinar Series

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5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..

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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

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

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

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Access My Courses

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Best-In-Class Whitepaper

At Exit Planning Institute® (EPI), being best-in-class is a deliberate choi..

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Beyond CEPA Roadmap

The Beyond CEPA Roadmap is designed to provide Certified Exit PlanningAdvis..

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Business Attractiveness Scorecard

See how ready an owner is and what steps they should take first when prepar..

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Case Study, CEPA and CPAs

Learn how CEPA, Stacy Kuxhausen is utilizing her exit planning expertise in..

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Case Study: Value Acceleration

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

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CEPA Development Scorecard

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Chapter Logos

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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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Email Marketing Templates

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

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EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..

Case Study

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..

First Steps

The first steps after earning your CEPA designation.

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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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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

The framework for a high value business transition.

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From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

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From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

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Infographic: Beyond CEPA Path

The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..

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Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..

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Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

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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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Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..

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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..

Stage 1: The Value Maturity Index - Identifying Value

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

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The Impact of Unplanned Consequences on Business Value Whitepaper

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