Jessica Vets

As a Certified Exit Planning Advisor (CEPA®), Jessica Vets is equipped with the training, skills, and tools needed to strengthen relationships 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.

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My Master's in Business Administration translated into a passion for working with people with an entrepreneurial attitude who are engaged in their communities. I look forward to listening to what is important to you and actively engaging with you on your journey to help you organize your wealth to achieve your goals. We will use our established process to create a plan that works for you and your family.

At Edward Jones, we want to know what is important to you. You deserve to work with someone you trust to help make sense of investing, someone who can help you feel confident in reaching your financial goals. I am committed to providing you with prompt, personal, confidential service.

Focusing on enjoyment in life, by identifying and better organizing goals allows my clients to see what is important to them. I enjoy partnering with my clients in their journey, discovering their priorities and making their goals a reality. Using our established process puts clients in the best position to succeed. Having a financial strategy provides a firm foundation so you know what to expect and can feel confident that you are on track.

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JESSICA VETS

JESSICA VETS

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

2024 Webinar Series

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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

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Case Study: How to Strategically Build Transferrable Value

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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

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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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Issue One: The Annual Exit Magazine

Know Your Gaps

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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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