Exit Planning Institute - Find a CEPA

Mr. Boisjoli, B.Sc. (Actuarial Science), M.Sc. (Finance), CVA, CM&AA, is a senior partner, a NACVA® certified business appraiser, and an AM&AA® certified mergers and acquisitions advisor. An actuary by profession, Marc also holds a Master's degree in Finance from the University of Sherbrooke. Since 2011, Marc has provided business valuation, financial consulting, and M&A services. Marc makes a high-caliber contribution; he is recognized for his remarkable ability to understand the issues and develop comprehensive and specialized solutions focused on results and achieving objectives.

Since 1996, Marc has developed expertise in business valuation. He has conducted market value assessments of several hundred investments and taught business valuation at the Master's level at the University of Sherbrooke. In addition, Marc regularly assists his clients with their business acquisition or sale projects.

Previously, Marc worked in the venture capital industry, where he participated in numerous investments in various companies and served on several boards of directors. During his career, which now spans more than 20 years, Marc was part of the management team of a publicly traded company for over 10 years, where he raised more than $85 million in major global markets.

Education and professional designations

M.Sc. (Finance), University of Sherbrooke, Sherbrooke, Quebec (Canada)
Bachelor of Business Administration (BBA) in Actuarial Science, Laval University, Quebec City, Quebec (Canada)
Certificate in Accounting, Laval University, Quebec City, Quebec (Canada)
CVA, National Association of Certified Valuation Analysts, Salt Lake City, Utah (United States)
CM&AA, DePaul University, Chicago, Illinois (USA)

Professional associations

National Association of Certified Valuation Analysts (NACVA)
Alliance of Mergers and Acquisitions Advisors (AM&AA)

Other professional training courses

Securities Trading Course – CSI
Business Valuation Standards – NACVA
Growth and Acquisition Financing – AM&AA
Business Valuation Training and Certification Center – NACVA
Corporate finance and mergers and acquisitions development – AM&AA
The dynamics of a mergers and acquisitions commitment – AM&AA
Traditional Business Valuation – AM&AA
Legal issues related to mergers and acquisitions – AM&AA
Transaction Valuation – AM&AA
Tax issues related to mergers and acquisitions – AM&AA

Functional experience

Support for mergers, acquisitions, successions and business sales

Assessment of the fair market value of a company

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Education and professional designations

M.Sc. (Finance), University of Sherbrooke, Sherbrooke, Quebec (Canada)
Bachelor of Business Administration (BBA) in Actuarial Science, Laval University, Quebec City, Quebec (Canada)
Certificate in Accounting, Laval University, Quebec City, Quebec (Canada)
CVA, National Association of Certified Valuation Analysts, Salt Lake City, Utah (United States)
CM&AA, DePaul University, Chicago, Illinois (USA)

Professional associations

National Association of Certified Valuation Analysts (NACVA)
Alliance of Mergers and Acquisitions Advisors (AM&AA)

Other professional training courses

Securities Trading Course – CSI
Business Valuation Standards – NACVA
Growth and Acquisition Financing – AM&AA
Business Valuation Training and Certification Center – NACVA
Corporate finance and mergers and acquisitions development – AM&AA
The dynamics of a mergers and acquisitions commitment – AM&AA
Traditional Business Valuation – AM&AA
Legal issues related to mergers and acquisitions – AM&AA
Transaction Valuation – AM&AA
Tax issues related to mergers and acquisitions – AM&AA

Functional experience

Support for mergers, acquisitions, successions and business sales

Assessment of the fair market value of a company

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Case Study: The Value of Transitioning a Business to its Employees

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The Annual Exit is a valuable resource for professionals in the exit planni..

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

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..

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The Value Acceleration Methodology

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About EPI

Purpose Statement

MARC BOISJOLI

Education and professional designations

Professional associations

Other professional training courses

Functional experience

Education and professional designations

Professional associations

Other professional training courses

Functional experience

MARC BOISJOLI

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report

2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

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

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

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

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

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Chapter Logos

Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

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

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology