JAMES GORZYNSKI
Short Bio
-Background in accounting, finance, fractional CFO, data analytics
-Former business owner, and ran several companies
-Our goal is to maximize value, minimize taxes, provide clarity, and ensure it’s easy to work with us and our referral partners
About My Business Owner Services
Business Brokerage
-Valuation
-Brokerage services, (sell side), bring buyers to you (business listing, contract negotiation, due diligence management)
-Acquisition advisor & opinion of value (buy side)
Certified Exit Planning Advisor (CEPA)
-Discovery assessment (identify the ownership’s goals)
-Exit planning & value advisory services (improve the attractiveness of your business) GROW or EXIT
What Types of Businesses Am I Best Able to Help?
Small to mid size business owners
Size = 500k to 25MM
Industry = Agnostic
Location = anywhere in the US (we work primarily in the Southeast, Midwest, and East Coast)
Types of Clients
Business Owner Ready Now = owner is ready to sell / exit the business short term (6 months to 24 months)
Business Owner Planning for Exit Down the Road = 24 months to 15 years
Investor (pre-acquisition) = Planning the Exit Before They Acquire the New Business
Buy side (pre-acquisition) - how to structure a deal, due diligence, valuations
Short Bio
-Background in accounting, finance, fractional CFO, data analytics
-Former business owner, and ran several companies
-Our goal is to maximize value, minimize taxes, provide clarity, and ensure it’s easy to work with us and our referral partners
About My Business Owner Services
Business Brokerage
-Valuation
-Brokerage services, (sell side), bring buyers to you (business listing, contract negotiation, due diligence management)
-Acquisition advisor & opinion of value (buy side)
Certified Exit Planning Advisor (CEPA)
-Discovery assessment (identify the ownership’s goals)
-Exit planning & value advisory services (improve the attractiveness of your business) GROW or EXIT
What Types of Businesses Am I Best Able to Help?
Small to mid size business owners
Size = 500k to 25MM
Industry = Agnostic
Location = anywhere in the US (we work primarily in the Southeast, Midwest, and East Coast)
Types of Clients
Business Owner Ready Now = owner is ready to sell / exit the business short term (6 months to 24 months)
Business Owner Planning for Exit Down the Road = 24 months to 15 years
Investor (pre-acquisition) = Planning the Exit Before They Acquire the New Business
Buy side (pre-acquisition) - how to structure a deal, due diligence, valuations
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- Website:
https://certifiedexitplanners.com/ - Phone: +1704-336-9005
- City: Fort Mill
- State: South Carolina
- Postal Code: 29708
- Country: United States
- Designations: CEPA
- Markets Served: North Carolina, South Carolina, Virginia, Georgia, Florida, Tennessee
- Company Name: Certified Exit Planners
JAMES GORZYNSKI

Issue One: The Annual Exit Magazine

Know Your Gaps

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

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 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

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

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

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 Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

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

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

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

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
