Exit Planning Institute - Find a CEPA

Laura Malone brings over 15 years of experience in philanthropic strategy and complex charitable giving, with a specialized focus on integrating charitable planning into business exit strategies. As a CEPA® and CAP® designee, Laura bridges the gap between personal legacy and enterprise value, helping owners and their advisory teams unlock the full potential of pre-sale gifting. At Charitable Solutions, LLC—an administrative services provider for Dechomai Foundation and Dechomai Asset Trust—Laura serves as the lead donor and advisor liaison for non-cash gifts, including closely held business interests, real estate, and cryptocurrency. Prior to Charitable Solutions, Laura led development efforts at Community Foundation Lorain County and served as Vice President of Corporate/Complex Giving at American Endowment Foundation, where she helped launch AEF’s internal complex assets team and made significant contributions to the organization’s first $1B+ growth. Laura is a past CEPA® faculty member and currently serves on the board of her local Rotary Club. She’s a frequent speaker on philanthropic integration in exit planning and enjoys life in Ohio with her husband and twin daughters.

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LAURA MALONE

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

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Confidential Estate Planning Form

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

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Five Stages of Value Maturity Infographic

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Issue One: The Annual Exit Magazine

Know Your Gaps

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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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