Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Matthew Todd 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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Matt spent over 38 years in the HVAC industry, gaining experience in design, installation and maintenance. Matt was a leader in a small business for over 25 years and small business owner for the last 20 years in multiple ventures. He was able to help his design/build mechanical business grow from the single office, local shop of 17 that it was when he joined, to a mid-sized regional entity of nearly 75 employees upon retirement from that entity.

Matt served boards both regionally and nationally for Associated Builders and Contractors (ABC) and Air Conditioning Contractors of America (ACCA), ESOP’s and The Rotary Foundation . Matt holds a bachelors degree in Agricultural Engineering from Washington State University and a masters degree in Biblical Studies from Multnomah Biblical Seminary.

His current passion is Business as Mission and Certified Exit Planning. He gained his CEPA credentials in 2026 and is fostering great business strategy in concert with the EOS Proven process to help small to medium sized businesses get what they want our of their enterprise.

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Advisor Type: Business Coach
Website:
https://Pac Crest Business Engineering
Phone: +13605187718
City: Yacolt
State: Washington
Postal Code: 98675
Country: United States
Designations: PE, CEPA
Markets Served: Pacific Northwest
Company Name: Pac Crest Business Engineering
LinkedIn:
https://www.linkedin.com/in/matthewdeantodd-eos-certified-implementer/

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A Look Inside The Unique World of Value Creation Whitepaper

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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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MATTHEW TODD

MATTHEW TODD

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

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5-4-3-2-1 Whitepaper

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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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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

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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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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

Top Questions To Ask Your Business Owner's Advisors

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