Exit Planning Institute - Find a CEPA

Jeff Breese has been involved with family business since childhood. He grew up next door to the business his grandfather owned and watched as the third generation (his father) never got the chance to take over. As a Gen 2 in his own business, he has walked the path of family succession. For the past 15 years he’s helped owners align their personal, financial, and business interests to successfully transition their life’s work and find meaning in the ‘afterlife’. He’s the founder of The Wealth Stewards, a firm dedicated to the full spectrum of issues owners face with the wealth derived from their dedication to their craft. With offices in Arizona and Massachusetts, they serve owners and families across the U.S.

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JEFFREY BREESE

JEFFREY BREESE

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

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2023 National State of Owner Readiness Report

2024 Webinar Series

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5-4-3-2-1 Whitepaper

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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: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

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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

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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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Five Stages of Value Maturity Infographic

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From Successful to Significant

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Infographic: Beyond CEPA Path

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Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

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Issue One: The Annual Exit Magazine

Know Your Gaps

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

Sample Personal Contingency Plan

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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