Exit Planning Institute - Find a CEPA

As the head of financial planning and wellness with The Austin Silicon Hills Group, Jordan Winterfeld creates personalized financial plans to help clients clarify their goals for their investments, taxes, estate management, insurance, college, business, and philanthropy. Holistic financial planning gives our clients a road map we use to help you efficiently preserve and grow your hard-earned resources and wealth.

After earning his bachelor’s degree in Communication with a minor in Political Science from Texas A&M University, Jordan continued studying the markets and learning about how to better serve clients. He earned the CERTIFIED FINANCIAL PLANNER™ designation, awarded by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc., and the Certified Exit Planning Advisor designation awarded by the Exit Planning Institute™.

Jordan, his wife, Chelsea, and their twins, Sarah and Xander, enjoy volunteering with The Food Bank of the Rockies. They also have a special place in their hearts for promoting cancer research and resources through MD Anderson Cancer Center in Houston, Seattle Children's Hospital, Children's Hospital of Philadelphia, and Children's Hospital Colorado. Jordan enjoys reading fiction and studying religion, wrestling with their Great Dane and Bernese Mountain Dog, and tackling physical challenges like HYROX and GoRuck.

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Infographic: The 5 D's

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Issue One: The Annual Exit Magazine

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

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JORDAN WINTERFELD

JORDAN WINTERFELD

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

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

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

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

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Case Study: Human Capital, The Exit Planning Institute

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

CEPA Development Scorecard

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Chapter Logos

Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

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

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

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

Sample Personal Contingency Plan

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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