Exit Planning Institute - Find a CEPA

Michael Abbate, Certified Financial Planner™, Chartered Financial Consultant® and Certified Exit Planning Advisor™ earned his Bachelors of Science in Management from Tulane University. After a decade in professional commodity trading and foreign exchange, Michael transitioned to working directly with individuals and businesses in 2006, establishing his Registered Investment Advisory firm in 2015. Michael joined ATLAS Navigators, LLC as a partner in 2019, bringing both an RIA and Insurance Brokerage resources to the clients of ATLAS.

Michael’s passion for financial planning, investment management, and risk mitigation stems from his desire to help individuals, families, and business owners understand - and plan for - complex issues by developing a solid financial foundation that will span generations. Michael knows that, with improved financial literacy, an understanding of retirement planning aand advisory support through challenges and opportunities, the clients of ATLAS can experience the best possible outcome for their financial future.

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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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Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.

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

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

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From Successful to Significant

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Infographic: Decentralizing the Business Owner

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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

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Issue One: The Annual Exit Magazine

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

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Know Your Gaps

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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Sample Personal Contingency Plan

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The Impact of Unplanned Consequences on Business Value Whitepaper

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The Value Acceleration Methodology

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MICHAEL ABBATE

MICHAEL ABBATE

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

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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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Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

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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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