Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Gregory Farrall 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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Greg Farrall is a financial advisor who has dedicated his career to the field of finance. His achievements reflect his entrepreneurial spirit and drive for excellence. Greg spent more than a decade trading equity options on the Chicago Board of Options Exchange. He founded Rubicon Investments, growing the startup into a multi-million dollar operation in the field of equity and index options. Greg’s success inspired him to launch a wealth management firm for the most discerning of clients.

Greg is also a pillar of his community, putting service before self. As the 2013/14 Co-chair for the United Way campaign, he helped to raise $1.8 million for 38 non-profit organizations across Porter County, Indiana. He also served as President of the Valparaiso Rotary Club and regularly shares his time and talents for the greater good. Check out his podcast and weekly radio show on Farrall Wealth YouTube channel or search Monday Matters with Greg anywhere you pod.

While he calls Valparaiso, Indiana, his home, Greg enjoys traveling the country to personally consult with Farrall Wealth’s growing client base in 25 states and fly fish for trout along the way.

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While he calls Valparaiso, Indiana, his home, Greg enjoys traveling the country to personally consult with Farrall Wealth’s growing client base in 25 states and fly fish for trout along the way.

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Advisor Type: Financial Advisor
Website:
https://www.farrallwealth.com
Phone: 2199162821
City: Valparaiso
State: Indiana
Postal Code: 46383
Country: United States
Designations: AIF, AIFA, CEPA, CFPA, CWS, PPC
Markets Served:
Company Name: Farrall Wealth
LinkedIn:
https://www.linkedin.com/in/gregfarrall/

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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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GREGORY FARRALL

GREGORY FARRALL

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2024 Webinar Series

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

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Case Study: A Framework To Build Value In Your Business

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Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

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Confidential Estate Planning Form

Decentralizing the Business Owner

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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From Successful to Significant

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Infographic: Beyond CEPA Path

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Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

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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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