Exit Planning Institute - Find a CEPA

Jesse Abercrombie has practiced wealth management for 17 years. His biggest hero growing up was his grandfather due to his wisdom and entrepreneurial spirit. His grandfather has been a farmer and business man in Marshall, Texas for 70 years. Jesse decided to join Edward Jones after seeing the firms name on a refrigerator magnet of his childhood home for years.

Most of his clients are business owners who are transitioning their companies to either the next generation or those preparing to sell in the future. He also works with clients in transition due to divorce. Due to the specialized nature of his practice he teams up with top CPAs, Investment Bankers, Estate Planning and Family Law attorney's on DFW to provide a very unique level of service to clients. He enjoys the challenge of developing complex financial strategies in collaboration with these other professionals. He calls this level of client service a virtual family office.

Jesse began his Edward Jones career in 2003 became a limited partner in 2007 and now ranks as one of the top 50 financial advisors in the firm (out of over 20,000). He's recently been invited to the Barron's Top 100 conference. He's qualified for several Managing Partner's Conferences, which recognizing the top 1% of branch teams at Edward Jones. But really he's most proud of how he's been able to help his clients over the years.

He has two kids and has resided in Collin County for 15 years.

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He has two kids and has resided in Collin County for 15 years.

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Articles

Books/eBooks

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Whitepaper

Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..

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Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..

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

Materials to use within the Value Maturity Index: Identifying Value portion..

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The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..

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Securian Approved Content

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The Value Acceleration Methodology

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120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..

Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

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

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2022 Colorado State of Owner Readiness Report

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

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2023 National State of Owner Readiness Report

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

Videos/Recordings

2024 Webinar Series

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

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2025 Webinar Series

Join us as EPI interviews our 2025 speakers about their experiences.

5-4-3-2-1 Whitepaper

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

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5-4-3-2-1 Whitepaper

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

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A Look Inside The Unique World of - Value Creation Whitepaper

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

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Access My Courses

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Best-In-Class Whitepaper

At Exit Planning Institute® (EPI), being best-in-class is a deliberate choi..

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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..

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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 ..

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Case Study: Value Acceleration

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CEPA Development Scorecard

Track your progress and growth by completing the CEPA Development Scorecard..

View details and resources for your upcoming CEPA program.

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Chapter Logos

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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

Template

Email Marketing Templates

Sample templated emails to begin to educate owners and advisors and build y..

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EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..

Case Study

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

When deciding to exit their business, an owner has several internal and ext..

First Steps

The first steps after earning your CEPA designation.

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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

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From Successful to Significant

The framework for a high value business transition.

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From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

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Infographic: Beyond CEPA Path

The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..

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Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..

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Infographic: Five Stages of Value Maturity

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

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Infographic: The 5 D's

Educate an owner on the ways they may be forced out of their business due t..

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Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..

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