Exit Planning Institute - Find a CEPA

John helps clients articulate their unique goals and collaboratively creates transformative plans for the Family Enterprise. He empowers first generation families to align their qualitative wealth with the business's intangible capital through a process of positive feedback cycles. John seeks to discover meaning, chart purpose, define risks, and deliver value to Family Enterprises with a written Master Plan.

Previously, John worked with a boutique multi-family office in Jackson, Wyoming, offering bespoke family enterprise cultivation, structural financial planning, inter-entity cash flow management, investment policy formation, and asset allocation. Prior to that, John worked at UBS as a Wealth Advisor, Portfolio Manager, and Senior Retirement Plan Consultant to private clients and businesses throughout the Northwest. There he also participated on the UBS Retirement Plan Consultant's Advisory Board for five years.

John is a Certified Financial Planner™ Professional, a Certified Exit Planning Advisor™, a Certified Plan Fiduciary Advisor™, and has passed level one of the Certificate in Investment Performance Measurement from the CFA Institute. He received a BA in English Literature from the University of California, Los Angeles and an MA in Theology and Christian Ministry from Franciscan University. John and his wife have eleven children and eight grandchildren. He enjoys playing with his kids and grandchildren, wine collecting, powder skiing, road biking, and piano performance.

{custom_meta_description=John Kamprath - CEPA, CFP, CPFA - Generational Legacies Wealth Management - Jackson, Idaho, profile_url__new_2024_=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Member%20Images/JohnSquare.jpg, city=Coeur d'Alene, profile_url=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Member%20Images/JohnSquare.jpg, display_country=United States, profile_description=

, hs_object_source_label=IMPORT, url_slug=john-kamprath, lname=Kamprath, designations=[CEPA, CFP, CPFA], hs_object_source_id=28461106, hs_created_by_user_id=44511833, hs_createdate=1663079394651, hs_was_imported=true, state=Idaho, id=2835700041, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | John Kamprath, email=john@genlegacies.com, associated_contact_record_id=25468251, website=https://genlegacies.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20FEBRUARY%202018/851_Kamprath_CEPA-certificate_2018-FEB-ATL.pdf, is_editable=editable, url_slug_2=john-kamprath, full_name=John Kamprath, hs_lastmodifieddate=1713275490092, phone=(208) 299-0400, company_name=Generational Legacies Wealth Management, hs_object_id=2835700041, name=John, associated_resources=0, hs_object_source=IMPORT, hs_object_source_user_id=44511833, postal_code=83814, hs_updated_by_user_id=24475105, status=Published}

Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

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

PDF/Download

UBS Approved Content

2022 Colorado State of Owner Readiness Report

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

PDF/Download

2023 National State of Owner Readiness Report

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

Videos/Recordings

2024 State of The Institute

This special edition broadcast will feature a 2024 EPI State of the Institu..

Videos/Recordings

2024 Webinar Series

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

5-4-3-2-1 Whitepaper

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

Whitepaper

5-4-3-2-1 Whitepaper

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

Whitepaper

PDF/Download

A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

Case Study

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

Download the sample case study to use with business owner clients or in wor..

Courses

Access My Courses

Navigate to your purchased EPI Academy content.

PDF/Download

Business Attractiveness Scorecard

See how ready an owner is and what steps they should take first when prepar..

Case Study

Case Study, CEPA and CPAs

Learn how CEPA, Stacy Kuxhausen is utilizing her exit planning expertise in..

Case Study

Case Study, CEPA and EOS

Learn how CEPA, Renee Russo, is utilizing her exit planning expertise in he..

Case Study

Case Study, CEPA and M&A

Learn how CEPA, Rick Krebs, is utilizing his exit planning expertise in his..

Case Study: A Framework to Build Value

A Case Study on How to Apply the Value Acceleration Methodology in your Bus..

Case Study

Case Study: A Framework To Build Value In Your Business

A Case Study on how to apply the Value Acceleration Methodology in your bus..

Case Study: How to Strategically Build Transferrable Value

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

Case Study

Case Study: How to Strategically Build Transferrable Value

Learn how the Five Stages of Value Maturity impact the growth and ultimate ..

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute Focused on Improving Their Human Capital

Case Study

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..

Case Study

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 ..

Case Study

UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..

Case Study

CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Learn how a CEPA with a national wealth management firm is utilizing their ..