Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA), I am equipped with the training, skills, and tools needed to strengthen my relationship 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.

{custom_meta_description=Jaimie Sousa - - The Colony Group - Concord, New Hampshire, profile_url__new_2024_=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Member%20Images/Jaimie-Sousa_sq.jpg, city=Concord, profile_url=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Member%20Images/Jaimie-Sousa_sq.jpg, display_country=United States, profile_description=

As a Certified Exit Planning Advisor (CEPA), I am equipped with the training, skills, and tools needed to strengthen my relationship with business owners and serve as their most trusted advisor.

, hs_object_source_label=IMPORT, url_slug=jaimie-sousa, lname=Sousa, hs_object_source_id=38240822, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202023/SOUSA-JAIMIE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-August-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1693578570288, hs_was_imported=true, state=New Hampshire, id=8498317476, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Jaimie Sousa, email=jaimie.sousa@thecolonygroup.com, associated_contact_record_id=23445801, website=https://www.thecolonygroup.com/your-team/jaimie-sousa/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202023/5654_Sousa_CEPA-Certificate-2023-August.pdf, is_editable=editable, url_slug_2=jaimie-sousa, full_name=Jaimie Sousa, hs_lastmodifieddate=1713275489051, phone=(603) 224-2137, company_name=The Colony Group, hs_object_id=8498317476, name=Jaimie, associated_resources=0, hs_object_source=IMPORT, hs_object_source_user_id=48998728, postal_code=03301, hs_updated_by_user_id=24475105, status=Published}

Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..

PDF/Download

UBS Approved Content

2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..

PDF/Download

2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..

Videos/Recordings

2024 State of The Institute

This special edition broadcast will feature a 2024 EPI State of the Institu..

Videos/Recordings

2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.

5-4-3-2-1 Whitepaper

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

Whitepaper

5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..

Whitepaper

PDF/Download

A Look Inside The Unique World of - Value Creation Whitepaper

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

Case Study

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

Download the sample case study to use with business owner clients or in wor..

Courses

Access My Courses

Navigate to your purchased EPI Academy content.

PDF/Download

Business Attractiveness Scorecard

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

Case Study

Case Study, CEPA and CPAs

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

Case Study

Case Study, CEPA and EOS

Learn how CEPA, Renee Russo, is utilizing her exit planning expertise in he..

Case Study

Case Study, CEPA and M&A

Learn how CEPA, Rick Krebs, is utilizing his exit planning expertise in his..

Case Study: A Framework to Build Value

A Case Study on How to Apply the Value Acceleration Methodology in your Bus..

Case Study

Case Study: A Framework To Build Value In Your Business

A Case Study on how to apply the Value Acceleration Methodology in your bus..

Case Study: How to Strategically Build Transferrable Value

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

Case Study

Case Study: How to Strategically Build Transferrable Value

Learn how the Five Stages of Value Maturity impact the growth and ultimate ..

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute Focused on Improving Their Human Capital

Case Study

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.

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

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..

Case Study

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

A case study to help owner's determine the best course of action for their ..

Case Study

UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..

Case Study

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

Learn how a CEPA with a national wealth management firm is utilizing their ..