Exit Planning Institute - Find a CEPA

Kerry Pulliam is a nationally top-ranked resource for business/exit planning teams helping implement proprietary ideas and concepts to protect business, personal and family wealth. As a Certified Financial Planner and Certified Exit Planning Advisor with over 25 years of high-end financial planning experience, Mr. Pulliam has collaborated with some of the most highly recognized Advisory and Wealth Management Teams across the United States.

His ability to cover the simple to the complex and to explain the complex simply has been instrumental in developing long term relationships with these advisors while also successfully implementing sophisticated strategies to protect business, personal and family wealth for some of the top business owners and family offices globally. Mr. Pulliam is a frequent keynote speaker and has conducted numerous seminars and continuing education courses for clients, professional advisors and financial institutions.

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2022 Colorado State of Owner Readiness Quick Look Brochure

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2022 Colorado State of Owner Readiness Report

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2023 National State of Owner Readiness Report

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2024 State of The Institute

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2024 Webinar Series

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5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

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Access My Courses

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Business Attractiveness Scorecard

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Case Study: Human Capital, The Exit Planning Institute

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Case Study: Human Capital, The Exit Planning Institute

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