Exit Planning Institute - Find a CEPA

I work with individuals and families, primarily focusing on the following three areas:

Helping you exit your business.
Helping you plan for retirement and helping to ensure your assets last throughout retirement.
Helping you to pass on your assets to family, friends and/or charities.

Josh Feigelman, CEPA®, is a seasoned financial advisor dedicated to helping business owners navigate the critical decision of whether to sell their business. Since 2011, Josh’s experience in financial planning, business valuation, and exit strategy development, has allowed him to provide bespoke guidance to help ensure clients make informed decisions that align with their long-term financial and personal goals.

Josh brings in depth knowledge in exit planning, offering a comprehensive approach that integrates business value growth, succession planning, and post-sale wealth management. His knowledge of market trends, tax implications, and financial strategies helps to ensure a seamless and efficient process for clients considering this pivotal transition.

Whether you’re assessing your business’s market readiness, exploring strategies to enhance its value, or evaluating alternatives to selling, Josh is an essential resource in helping you make confident, informed decisions about your business’s future.

Areas of Focus:

• Exit Planning strategies

• Business valuation and market readiness

• Exit planning and succession strategies

• Tax-efficient wealth preservation

• Post-sale financial planning

In addition to exit planning, Josh and his team are well positioned to assist in other complex financial planning areas like:

Lifetime Gifting & Legacy Planning
Access to Fiduciary Trust Services at Bank of America
Charitable Gifting Strategies
Insurance Planning (long-term care, life insurance & disability insurance)
Education Planning
Banking Services & Solutions from Bank of America (checking, savings, credit cards & cash management solutions)
Lending through Bank of America, N.A. (personal and business)
Fiduciary Investment Advice through Merrill Investment Advisory Program
Tax Efficient Management
Concentrated Stock Strategies
Stock Option Analysis

Please reach out to Josh if you are someone who wants to feel confident in your business exit plan and to help ensure that you work with an advisor who understands the importance of helping you achieve your goals.

Josh and his wife, Korissa, reside in Boca Raton, Florida with their son, Ford. He has a passion for tennis, basketball, weight lifting, enjoys hiking (including an ascent of Mt. Washington), meditation, and is a health and fitness enthusiast.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

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I work with individuals and families, primarily focusing on the following three areas:

Helping you exit your business.
Helping you plan for retirement and helping to ensure your assets last throughout retirement.
Helping you to pass on your assets to family, friends and/or charities.

Areas of Focus:

• Exit Planning strategies

• Business valuation and market readiness

• Exit planning and succession strategies

• Tax-efficient wealth preservation

• Post-sale financial planning

In addition to exit planning, Josh and his team are well positioned to assist in other complex financial planning areas like:

Lifetime Gifting & Legacy Planning
Access to Fiduciary Trust Services at Bank of America
Charitable Gifting Strategies
Insurance Planning (long-term care, life insurance & disability insurance)
Education Planning
Banking Services & Solutions from Bank of America (checking, savings, credit cards & cash management solutions)
Lending through Bank of America, N.A. (personal and business)
Fiduciary Investment Advice through Merrill Investment Advisory Program
Tax Efficient Management
Concentrated Stock Strategies
Stock Option Analysis

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

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Articles

Books/eBooks

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Whitepaper

Issue One: The Annual Exit Magazine

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

Infographic

Know Your Gaps

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

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

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

Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

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

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..

Whitepaper

120-Day CEPA Playbook: Download the Playbook

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

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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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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2023 National State of Owner Readiness Report

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

Videos/Recordings

2024 Webinar Series

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

Videos/Recordings

2025 Webinar Series

Join us as EPI interviews our 2025 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

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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.

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Whitepaper

Best-In-Class Whitepaper

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

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..

Infographic

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CEPA Development Scorecard

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

View details and resources for your upcoming CEPA program.

Logos/Branding

Chapter Logos

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

Infographic

Decentralizing the Business Owner

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

Infographic

UBS Approved Content

Decentralizing the Business Owner

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

Template

Email Marketing Templates

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

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EPI Chapter President Circle Meeting Notes

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

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..

First Steps

The first steps after earning your CEPA designation.

Infographic

Five Stages of Value Maturity Infographic

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

Infographic

Five Stages of Value Maturity Infographic

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

Whitepaper

UBS Approved Content

From Successful to Significant

The framework for a high value business transition.

Merrill Approved Content

From Successful to Significant Whitepaper

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

Infographic

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Infographic: Beyond CEPA Path

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

Infographic

Infographic: Decentralizing the Business Owner

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

Infographic

Infographic: Five Stages of Value Maturity

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

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: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..

Articles

Books/eBooks

PDF/Download

Whitepaper