Exit Planning Institute - Find a CEPA

Lia Garvin, the "Team Whisperer," is a Certified Exit Planning Advisor, keynote speaker, 3x bestselling author, and team operations consultant who removes owner dependency so a business can scale or sell at full value. She spent a decade inside Google, Apple, and Microsoft building the systems that let teams run without their leader, and now works with owner-led companies from medical practices and manufacturers to agencies and retail.

Through implementing her ops playbook framework, notable client wins include a location scouting agency that brought in over $1M in a quarter with two employees, a marketing agency that grew billable hours 1.5x with the same staff, and multiple MedSpas doubling their footprint and profitability.

A TEDx speaker featured in Harvard Business Review, Fast Company, the Wall Street Journal, and Fortune, Lia contributed to HBR's Work Smart series alongside Kim Scott and hosts the top-ranked podcast Managing Made Simple.

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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.

Videos/Recordings

2026 Webinar Series

Join us as EPI interviews our 2026 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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Website Download

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..

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Infographic

Beyond CEPA Roadmap

The Beyond CEPA Roadmap is designed to provide Certified Exit PlanningAdvis..

Scorecard

Business Attractiveness Scorecard

See how ready an owner is and what steps they should take first when prepar..

Case Study

Case Study: A Framework To Build Value In Your Business

A Case Study on how to apply the Value Acceleration Methodology in your bus..

Case Study

Case Study: CEPA and CPAs

Learn how CEPA, Stacy Kuxhausen is utilizing her exit planning expertise in..

Case Study

Case Study: CEPA and EOS

Learn how CEPA, Renee Russo, is utilizing her exit planning expertise in he..

Case Study

Case Study: CEPA and M&A

Learn how CEPA, Rick Krebs, is utilizing his exit planning expertise in his..

Case Study

Case Study: How to Strategically Build Transferrable Value

Learn how the Five Stages of Value Maturity impact the growth and ultimate ..

Case Study

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Learn how a CEPA with a national wealth management firm is utilizing their ..

Case Study

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.

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: The Value of Transitioning a Business to its Employees

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..

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..