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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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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5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..

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A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

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

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Business Attractiveness Scorecard

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

Case Study

Case Study, CEPA and CPAs

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

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Case Study, CEPA and EOS

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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 ..

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UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..

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

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Decentralizing the Business Owner

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

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Decentralizing the Business Owner

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

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EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..

Case Study

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

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

Whitepaper

From Successful to Significant Whitepaper

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

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Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..

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Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

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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..

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Infographic: Who Has a Seat at the Table

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

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Understanding Your Business Value Whitepaper

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

Case Study

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..

Whitepaper

Walking You Through the Perfect Exit Whitepaper

We dive deep into the importance of personal planning and uncovering your p..

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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..

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MATTHEW SMITH

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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

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

Business Attractiveness Scorecard

Case Study, CEPA and CPAs

Case Study, CEPA and EOS

Case Study, CEPA and M&A

Case Study: A Framework to Build Value

Case Study: A Framework To Build Value In Your Business

Case Study: How to Strategically Build Transferrable Value

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

Case Study: Value Acceleration

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

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

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 Whitepaper

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Intangible Capitals Make Or Break Your Business Whitepaper

Know Your Gaps

Stage 1: The Value Maturity Index - Identifying Value

Successful to Significant Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

The Value Acceleration Methodology Infographic

Understanding Your Business Value Whitepaper

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

Walking You Through the Perfect Exit Whitepaper

Who Has a Seat at the Table Infographic

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