Exit Planning Institute - Find a CEPA | Jon Dannemiller

As a Senior Consultant with Marsh McLennan Agency’s (MMA) Executive

Benefits practice, Jon partners to create executive benefits packages for

businesses. These include executive benefit carve-outs, non-qualified

retirement plans, business succession planning, and key-employee

arrangements. He has extensive experience with high-net-worth and ultra-

high-net-worth clients in the areas of executive benefits, business succession

planning, estate planning, and long-term care planning.

For over twenty years, Jon has been working with advisors and their clients

using a consultative approach to implement risk management strategies. Jon

holds the Accredited Estate Planner designation from the National

Association of Estate Planners and Councils. He also earned his Chartered

Life Underwriter, Chartered Financial Consultant, and Chartered Advisor for

Senior Living designations from the American College. He was awarded the

Certified Exit Planning Advisor Designation from the Exit Planning Institute.

Jon graduated with his Bachelor of Arts from the University of Notre Dame

and his MBA from the University of Cincinnati. He is a board member and

past President of the Cincinnati Estate Planning Council. A recent semi-

empty-nester, Jon is looking to spend more time playing pickleball and golf,

while still taking time to visit his three children who are currently in college at

Ohio State, Centre College, and Miami University, respectively.

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As a Senior Consultant with Marsh McLennan Agency’s (MMA) Executive

Benefits practice, Jon partners to create executive benefits packages for

businesses. These include executive benefit carve-outs, non-qualified

retirement plans, business succession planning, and key-employee

arrangements. He has extensive experience with high-net-worth and ultra-

high-net-worth clients in the areas of executive benefits, business succession

planning, estate planning, and long-term care planning.

For over twenty years, Jon has been working with advisors and their clients

using a consultative approach to implement risk management strategies. Jon

holds the Accredited Estate Planner designation from the National

Association of Estate Planners and Councils. He also earned his Chartered

Life Underwriter, Chartered Financial Consultant, and Chartered Advisor for

Senior Living designations from the American College. He was awarded the

Certified Exit Planning Advisor Designation from the Exit Planning Institute.

Jon graduated with his Bachelor of Arts from the University of Notre Dame

and his MBA from the University of Cincinnati. He is a board member and

past President of the Cincinnati Estate Planning Council. A recent semi-

empty-nester, Jon is looking to spend more time playing pickleball and golf,

while still taking time to visit his three children who are currently in college at

Ohio State, Centre College, and Miami University, respectively.

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Articles

Books/eBooks

PDF/Download

Whitepaper

Issue One: The Annual Exit Magazine

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

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Infographic

Know Your Gaps

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

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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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Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

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

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Infographic

Securian Approved Content

UBS Approved Content

Merrill Approved Content

MassMutual Approved Content

The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..

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Whitepaper

Top Questions To Ask Your Business Owner's Advisors

A detailed list of questions to ask your business owner's advisors written ..

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PDF/Download

120-Day CEPA Playbook: Download the Playbook

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

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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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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..

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PDF/Download

2023 National State of Owner Readiness Report

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

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Videos/Recordings

2024 Webinar Series

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

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Videos/Recordings

2025 Webinar Series

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

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5-4-3-2-1 Whitepaper

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

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Whitepaper

5-4-3-2-1 Whitepaper

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

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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..

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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..

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Courses

Access My Courses

Navigate to your purchased EPI Academy content.

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PDF/Download

Whitepaper

Best-In-Class Whitepaper

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

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Infographic

Beyond CEPA Roadmap

The Beyond CEPA Roadmap is designed to provide Certified Exit PlanningAdvis..

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PDF/Download

Business Attractiveness Scorecard

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

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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..

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Case Study

Case Study: CEPA and CPAs

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

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Case Study

Case Study: CEPA and EOS

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

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Case Study

Case Study: CEPA and M&A

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

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Case Study

Case Study: How to Strategically Build Transferrable Value

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

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Case Study

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 ..

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Case Study

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.

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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

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

UBS Approved Content

Case Study: Value Acceleration

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

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Infographic

PDF/Download

CEPA Development Scorecard

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

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Courses

Study Guide

CEPA: 2024 APR | Online

View details and resources for your upcoming CEPA program.

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Courses

Study Guide

CEPA: 2024 AUG | Online

View details and resources for your upcoming CEPA program.

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Courses

Study Guide

CEPA: 2024 FEB | Online

View details and resources for your upcoming CEPA program.

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Courses

Study Guide

CEPA: 2024 JAN | Online

View details and resources for your upcoming CEPA program.

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Courses

Study Guide

CEPA: 2024 JUL | Online

View details and resources for your upcoming CEPA program.

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Courses

Study Guide

CEPA: 2024 JUN | Online

View details and resources for your upcoming CEPA program.

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Courses

Study Guide

CEPA: 2024 MAR | Online

View details and resources for your upcoming CEPA program.

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Courses

Study Guide

CEPA: 2024 MAY | Online

View details and resources for your upcoming CEPA program.

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Courses

Study Guide

CEPA: 2024 OCT | Online

View details and resources for your upcoming CEPA program.

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Courses

Study Guide

CEPA: 2024 SEP | Online

View details and resources for your upcoming CEPA program.

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Logos/Branding

Chapter Logos

Download your Chapter's logo to use in marketing or business development in..

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Infographic

Decentralizing the Business Owner

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

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Infographic

UBS Approved Content

Decentralizing the Business Owner

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

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Template

Email Marketing Templates

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

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PDF/Download

EPI Chapter President Circle Meeting Notes

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

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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..

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First Steps

The first steps after earning your CEPA designation.

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Infographic

Five Stages of Value Maturity Infographic

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

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Infographic

Five Stages of Value Maturity Infographic

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

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Whitepaper

UBS Approved Content

From Successful to Significant

The framework for a high value business transition.

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Merrill Approved Content

From Successful to Significant Whitepaper

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

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Infographic

PDF/Download

Infographic: Beyond CEPA Path

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

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Infographic

Infographic: Decentralizing the Business Owner

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

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Infographic

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

Merrill Approved Content

MassMutual Approved Content

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

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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Articles

Books/eBooks

PDF/Download

Whitepaper

Issue One: The Annual Exit Magazine

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

Exit Planning Institute Image

Infographic

Know Your Gaps

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

Exit Planning Institute Image

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

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

Exit Planning Institute Image

Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

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

Exit Planning Institute Image

Infographic

Securian Approved Content

UBS Approved Content

Merrill Approved Content

MassMutual Approved Content

The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..

Exit Planning Institute Image

Whitepaper

Top Questions To Ask Your Business Owner's Advisors

A detailed list of questions to ask your business owner's advisors written ..

Exit Planning Institute Image

PDF/Download

120-Day CEPA Playbook: Download the Playbook

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

Exit Planning Institute Image

Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

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

Exit Planning Institute Image

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..

Exit Planning Institute Image

PDF/Download

2023 National State of Owner Readiness Report

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

Exit Planning Institute Image

Videos/Recordings

2024 Webinar Series

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

Exit Planning Institute Image

Videos/Recordings

2025 Webinar Series

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

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