Exit Planning Institute - Find a CEPA

Matthew Smith is a Portfolio Manager and Private Wealth Advisor at Morgan Stanley Private Wealth Management. Matthew works with high net worth families to create and implement strategies that include investment management, estate planning, and cash management.

Matthew was previously a Managing Director at the J.P. Morgan Private Bank where he most recently supervised a team of bankers, associates, and analysts that focused on wealthy individuals who owned and operated their own privately held businesses. From 2014 to 2016, Matthew was Market Manager for J.P. Morgan’s High Net Worth Market in Dallas.

Prior to his role as Market Manager in Dallas, Matthew spent 19 years in Houston. His experience there included roles in the commercial banking units at Wells Fargo and Chase Bank. From 1998 to 2004 he was the Development Director for Tondu Corporation, a privately held holding company involved in power generation, materials science and commodities.

Matthew received a B.S. in Business Administration from Trinity University and an MBA from Southern Methodist University. Personally, Matthew enjoys spending time outdoors with his wife and four daughters.

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From Successful to Significant

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Issue One: The Annual Exit Magazine

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Know Your Gaps

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Stage 1: The Value Maturity Index - Identifying Value

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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 State of The Institute

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

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Business Attractiveness Scorecard

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Case Study: A Framework to Build Value

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Case Study: How to Strategically Build Transferrable Value

Case Study: Human Capital, The Exit Planning Institute

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

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Decentralizing the Business Owner

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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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From Successful to Significant

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Infographic: Beyond CEPA Path

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Infographic: The 5 D's

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Issue One: The Annual Exit Magazine

Know Your Gaps

Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

The Value Acceleration Methodology Infographic

Top Questions To Ask Your Business Owner's Advisors

Understanding Your Business Value Whitepaper

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

Who Has a Seat at the Table Infographic

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