Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), John Farrish 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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Growing up in a family of small business owners and having run small businesses myself, I’ve gained a genuine appreciation for the challenges and opportunities that come with building financial security. That experience, combined with nearly 15 years in hospital leadership, has given me valuable insight into strategic planning and decision-making-skills I now apply to helping individuals and families work toward their financial goals.

As a financial advisor with Edward Jones, I take the time to understand your goals before discussing investments. Your financial journey is unique, and my priority is to build a strategy that fits your needs today while positioning you for long-term success.

Whether you’re planning for retirement, saving for your children’s education or protecting your family’s future, we’ll develop a personalized approach to help you stay on track. I’ll be here to monitor your progress and assist with adjustments as needed.

Outside of work, I cherish time with my family and enjoy giving back to the community as a volunteer firefighter and member of the Grenada Rotary Club. Helping others—whether through financial guidance or community service—is something I’m truly passionate about.

With the resources of Edward Jones, I provide up-to-date insights and tailored strategies. I also welcome the opportunity to collaborate with your attorney, accountant or other trusted professionals to create a comprehensive financial strategy.

Let’s work together to build a future you can feel confident about.

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JOHN FARRISH

JOHN FARRISH

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

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Confidential Estate Planning Form

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

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Issue One: The Annual Exit Magazine

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The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

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