Exit Planning Institute - Find a CEPA

Lisa Bosse, CEPA, ACC, is an exit planning advisor, coach and educator who serves business families at risk due to poor communication and conflict management.

Before going into private practice in 2023, Lisa worked as Director of Programs and Roundtables for the Goering Center for Family & Private Business, part of the Lindner College of Business at the University of Cincinnati. In this role, she worked with family business leaders as well as experts in law, finance, strategy, organizational design, communication and cultural excellence to help second stage, middle market companies sustainably scale and eventually transition to the next generation.

Through the Goering Center, Lisa continues to lead peer groups for business owners and emerging leaders. She is known for creating judgment-free, psychologically safe spaces where individuals can unburden themselves and find the support they need. She also serves as a Family Guide for the Next Generation Institute, the Center’s flagship program which she modernized and reimagined for a post-Covid world in 2021.

Prior to joining Goering Center, Lisa led internal communications for Veritiv, a $9 billion, Fortune 500 company, informing more than 9,500 employees daily about critical changes following the company’s spin off from its parent company, and merger with its largest competitor, before going public. In her tenure, Lisa was front-line support to the president and senior leadership, developing and implementing all business, marketing and change management communications for 10 years while serving as a member of the Human Resources and market segment leadership teams.

Lisa is the mother of one adult son, Eli, and is a life-long resident of Cincinnati, Ohio.

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Lisa Bosse, CEPA, ACC, is an exit planning advisor, coach and educator who serves business families at risk due to poor communication and conflict management.

Lisa is the mother of one adult son, Eli, and is a life-long resident of Cincinnati, Ohio.

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The Value Acceleration Methodology

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The Value Acceleration Methodology Infographic

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Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..

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Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit

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Who Has a Seat at the Table Infographic

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120-Day CEPA Playbook: Download the Playbook

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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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2025 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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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

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Access My Courses

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Best-In-Class Whitepaper

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Beyond CEPA Roadmap

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Business Attractiveness Scorecard

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Case Study, CEPA and CPAs

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Case Study: Value Acceleration

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

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CEPA Development Scorecard

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Decentralizing the Business Owner

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Decentralizing the Business Owner

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Email Marketing Templates

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EPI Chapter President Circle Meeting Notes

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

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First Steps

The first steps after earning your CEPA designation.

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Five Stages of Value Maturity Infographic

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

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Five Stages of Value Maturity Infographic

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

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From Successful to Significant

The framework for a high value business transition.

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From Successful to Significant Whitepaper

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From Successful to Significant Whitepaper

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

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Infographic: Beyond CEPA Path

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Infographic: Decentralizing the Business Owner

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Infographic: Five Stages of Value Maturity

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Infographic: The 5 D's

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Infographic: Who Has a Seat at the Table

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Issue One: The Annual Exit Magazine

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Know Your Gaps

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

Stage 1: The Value Maturity Index - Identifying Value

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The Impact of Unplanned Consequences on Business Value Whitepaper

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