Exit Planning Institute - Find a CEPA

I'm the founder and managing director at Kimberly Advisors.

Kimberly Advisors is a boutique M&A firm that specializes in pre-transaction exit planning, acts as a sell-side intermediary representing business owners in the sale of their company, and provides real-world, market-based business valuations to prospective sellers.

Miami-based with +9 years of experience in M&A advisory and consulting.
Specialists in brokering middle-market deals between $5m and $250m in value.
Industry specialty: B2B service companies.
Wide range of expertise in exit-planning, valuation, and investment banking services.
Comprehensive education and preparation for first-time sellers.

I’m always happy to network with other CEPAs.

My expertise is predominantly in brokering transactions. I directly oversee all of our sell-side M&A transactions.

We love working with other advisors, pay well for referrals, and can add value at all stages of the exit process.

If you'd like to connect, the best way to reach me is via email or to message me on LinkedIn.

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I'm the founder and managing director at Kimberly Advisors.

Miami-based with +9 years of experience in M&A advisory and consulting.
Specialists in brokering middle-market deals between $5m and $250m in value.
Industry specialty: B2B service companies.
Wide range of expertise in exit-planning, valuation, and investment banking services.
Comprehensive education and preparation for first-time sellers.

I’m always happy to network with other CEPAs.

My expertise is predominantly in brokering transactions. I directly oversee all of our sell-side M&A transactions.

We love working with other advisors, pay well for referrals, and can add value at all stages of the exit process.

If you'd like to connect, the best way to reach me is via email or to message me on LinkedIn.

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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

Access My Courses

Business Attractiveness Scorecard

Case Study, CEPA and CPAs

Case Study, CEPA and EOS

Case Study, CEPA and M&A

Case Study: A Framework to Build Value

Case Study: A Framework To Build Value In Your Business

Case Study: How to Strategically Build Transferrable Value

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

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

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

Decentralizing the Business Owner

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 Whitepaper

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Infographic: Five Stages of Value Maturity

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Intangible Capitals Make Or Break Your Business Whitepaper

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Understanding Your Business Value Whitepaper

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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