MATTHEW FEIGIN

Merrill Lynch

As a Certified Exit Planning Advisor (CEPA), Matthew Feigin is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

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  • Advisor Type: Financial Advisor
  • Website:
    https://www.merrill.com/
  • Phone: +17868937662
  • Email:
    matthew.feigin@ml.com
  • City: Miami
  • State: Florida
  • Postal Code: 33180
  • Country: United States
  • Designations:

MATTHEW FEIGIN

Merrill Lynch
2022 Colorado State of Owner Readiness Quick Look Brochure
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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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2022 Colorado State of Owner Readiness Report

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2023 National 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 State of The Institute

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2024 Webinar Series
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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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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 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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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

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Access My Courses
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Access My Courses

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Business Attractiveness Scorecard
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Business Attractiveness Scorecard

See how ready an owner is and what steps they should take first when prepar..
Case Study, CEPA and CPAs
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Case Study, CEPA and CPAs

Learn how CEPA, Stacy Kuxhausen is utilizing her exit planning expertise in..
Case Study, CEPA and EOS
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Case Study, CEPA and EOS

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Case Study, CEPA and M&A
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Case Study, CEPA and M&A

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Case Study: A Framework to Build Value
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Case Study: A Framework to Build Value

A Case Study on How to Apply the Value Acceleration Methodology in your Bus..
Case Study: A Framework To Build Value In Your Business
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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: How to Strategically Build Transferrable Value
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Case Study: How to Strategically Build Transferrable Value

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Case Study: How to Strategically Build Transferrable Value
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Case Study

Case Study: How to Strategically Build Transferrable Value

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Case Study: Human Capital, The Exit Planning Institute
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Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute Focused on Improving Their Human Capital
Case Study: Human Capital, The Exit Planning Institute
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Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.
Case Study: The Value of Transitioning a Business to its Employees
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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: The Value of Transitioning a Business to its Employees
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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: Value Acceleration
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Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..
CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm
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CEPA 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 ..
CEPA: 2024 APR | Online
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CEPA: 2024 APR | Online

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CEPA: 2024 AUG | Online
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CEPA: 2024 AUG | Online

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CEPA: 2024 FEB | Online
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CEPA: 2024 FEB | Online

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CEPA: 2024 JAN | Online
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CEPA: 2024 JAN | Online

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CEPA: 2024 JUL | Online
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CEPA: 2024 JUL | Online

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CEPA: 2024 JUN | Online
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CEPA: 2024 JUN | Online

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CEPA: 2024 MAR | Online
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CEPA: 2024 MAR | Online

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CEPA: 2024 MAY | Online
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CEPA: 2024 OCT | Online
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CEPA: 2024 OCT | Online

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CEPA: 2024 SEP | Online
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CEPA: 2024 SEP | Online

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Chapter Logos
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Chapter Logos

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Decentralizing the Business Owner
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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..
Decentralizing the Business Owner
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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..
EPI Chapter President Circle Meeting Notes
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EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..
Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners
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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

When deciding to exit their business, an owner has several internal and ext..
First Steps
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First Steps

The first steps after earning your CEPA designation.
Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic

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

An in-depth look at the Five Stages of Value Maturity
From Successful to Significant Whitepaper
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From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..
Infographic: Decentralizing the Business Owner
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Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..
Infographic: Five Stages of Value Maturity
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Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..
Infographic: The 5 D's
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Infographic: The 5 D's

Educate an owner on the ways they may be forced out of their business due t..
Infographic: Who Has a Seat at the Table
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Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..
Intangible Capitals Make Or Break Your Business Whitepaper
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Intangible Capitals Make Or Break Your Business Whitepaper

A variety of experts share how Intangible Capitals can be strengthened to i..
Know Your Gaps
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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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Stage 1: The Value Maturity Index - Identifying Value

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

The framework for a high value business transition.
The Impact of Unplanned Consequences on Business Value Whitepaper
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The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..
The Value Acceleration Methodology
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The Value Acceleration Methodology

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The Value Acceleration Methodology Infographic
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The Value Acceleration Methodology Infographic

Download to utilize in your exit planning education or training with owners..
Understanding Your Business Value Whitepaper
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Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..
Understanding Your Business Value Whitepaper
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Understanding Your Business Value Whitepaper

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

To increase value and minimize risks in your business, you should follow th..
Walking You Through the Perfect Exit Whitepaper
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Walking You Through the Perfect Exit Whitepaper

We dive deep into the importance of personal planning and uncovering your p..
Who Has a Seat at the Table Infographic
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Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they pl..