Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Cathy Hou 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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At CiVER Value Partners, we act as the operational bridge between strategic exit planning and execution. We move beyond traditional accounting to provide the structural rigor required to build, protect, and harvest enterprise value.

My practice specializes in supporting high-growth technology companies in the SaaS and AI/ML sectors ($2M–$20M ARR; Series A/B). I bring over 22 years of deep expertise in technical and operational accounting, finance transformation, fractional CFO services, and finance system automation, with a particular focus on ASC 606 revenue recognition and inference costing.

I believe that true exit value is engineered, not just reported. By integrating the Value Acceleration Methodology with rigorous financial operations, I help founders close valuation gaps long before they reach the negotiating table.

Based in San Diego and serving clients nationwide, I am eager to connect with fellow CEPA professionals who are passionate about data-driven value acceleration and collaborative exit strategies.

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Based in San Diego and serving clients nationwide, I am eager to connect with fellow CEPA professionals who are passionate about data-driven value acceleration and collaborative exit strategies.

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Advisor Type: Exit Planner / Value Advisor
Website:
http://civervp.com
Phone: +1 858-610-5818
City: San Diego
State: California
Postal Code: 92121
Country: United States
Designations:
Markets Served: High-growth technology companies, particularly those within the SaaS (Software as a Service) and AI/ML sectors.
Company Name: CiVER Value Partners
LinkedIn:
https://www.linkedin.com/in/cathy-hou-cepa-pmp-cma-mba-csca-0930394/

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CATHY HOU

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