Exit Planning Institute - Find a CEPA

Meet Kep Kepner:

Kep is the founder and namesake managing partner of KepnerCPA. He came into the accounting profession in an unusual way with a background in sales and marketing from his stint at IBM and other computer companies. His marketing background allowed him to become the partner in charge of the management consulting practice of Alford Meroney & Company, a regional CPA firm. When Alford Meroney merged, Kep became a Management Consulting Partner at Arthur Young.

Kep has an accounting degree from “can’t wait until basketball season” Kansas University (Rock Chalk Jayhawk) and an MBA in finance from the University of California – Berkeley. But his education wasn’t complete until he cashed in his corner office at Arthur Young to acquire a company that built bank buildings. When that business tanked in the financial debacle of the 1980s (Kep calls that a learning experience), he started KepnerCPA in his spare bedroom.

Through his own experiences and those of his many clients, Kep has identified the factors that separate highly successful companies from also-rans. He has defined those strategic factors in two books and consults regularly with his clients to help them grow and prosper.

No, he doesn’t read the tax code every night but deals with it daily. He knows that the best tax strategy is to make money, a lot of it.

He is more content climbing Aconcagua and Kilimanjaro, swimming in the Arctic Ocean, or taking a horseback trek in outer Mongolia…not the typical life of a CPA.

He is happily married to Kim and has two adult sons Peter and Kyle…who have survived his entrepreneurial efforts without too many scars.

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Meet Kep Kepner:

No, he doesn’t read the tax code every night but deals with it daily. He knows that the best tax strategy is to make money, a lot of it.

He is more content climbing Aconcagua and Kilimanjaro, swimming in the Arctic Ocean, or taking a horseback trek in outer Mongolia…not the typical life of a CPA.

He is happily married to Kim and has two adult sons Peter and Kyle…who have survived his entrepreneurial efforts without too many scars.

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GERALD KEPNER

Meet Kep Kepner:

Meet Kep Kepner:

GERALD KEPNER

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

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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

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Case Study: Value Acceleration

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

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Decentralizing the Business Owner

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

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Five Stages of Value Maturity Infographic

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From Successful to Significant Whitepaper

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Infographic: Five Stages of Value Maturity

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The Value Acceleration Methodology Infographic

Understanding Your Business Value Whitepaper

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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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