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MICHAEL DESIATO

The Business Transition Specialists

Meet Mike DeSiato:

Mike started his career in public accounting in 1977 upon his graduation from Florida International University (FIU) with his Bachelor’s degree in accounting. Soon thereafter, he went back to FIU to obtain his Master’s degree in taxation. Mike was elected the Managing Partner of his firm and led the sale of the firm to a national firm in the late 1990s. During his 40+ years in public accounting, Mike has worked with mid-sized businesses and their owners, advising them primarily on tax and financial matters becoming their most trusted business advisor. 

Around a decade ago, Mike started to notice a trend emerging among his mid-sized business owner clients. More and more of his clients started to reach out to him on the issue of exiting their businesses. In response to this emerging need, Mike started to focus his attention on the issue of exit planning and obtained the necessary training and certifications to become proficient in this line of work. He achieved the CExP (Certified Exit Planner), the CEPA (Certified Exit Planning Advisor) and the CVGA (Certified Value Growth Advisor) designations. 

Since then and upon his retirement from public accounting, Mike founded his own Exit Planning and Advisory Firm- Business Transition Specialists. LLC where he works with many mid-sized business owners and their companies helping them to successfully navigate the most significant financial event of their lives – the successful exit from their businesses on terms that are consistent with their personal and financial goals. 

Mike also started the Fort Lauderdale Chapter of the Exit Planning Institute and currently serves as its President.

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Meet Mike DeSiato:

Mike started his career in public accounting in 1977 upon his graduation from Florida International University (FIU) with his Bachelor’s degree in accounting. Soon thereafter, he went back to FIU to obtain his Master’s degree in taxation. Mike was elected the Managing Partner of his firm and led the sale of the firm to a national firm in the late 1990s. During his 40+ years in public accounting, Mike has worked with mid-sized businesses and their owners, advising them primarily on tax and financial matters becoming their most trusted business advisor. 

Around a decade ago, Mike started to notice a trend emerging among his mid-sized business owner clients. More and more of his clients started to reach out to him on the issue of exiting their businesses. In response to this emerging need, Mike started to focus his attention on the issue of exit planning and obtained the necessary training and certifications to become proficient in this line of work. He achieved the CExP (Certified Exit Planner), the CEPA (Certified Exit Planning Advisor) and the CVGA (Certified Value Growth Advisor) designations. 

Since then and upon his retirement from public accounting, Mike founded his own Exit Planning and Advisory Firm- Business Transition Specialists. LLC where he works with many mid-sized business owners and their companies helping them to successfully navigate the most significant financial event of their lives – the successful exit from their businesses on terms that are consistent with their personal and financial goals. 

Mike also started the Fort Lauderdale Chapter of the Exit Planning Institute and currently serves as its President.

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  • Advisor Type: Exit Planner / Value Advisor
  • Website:
    https://
  • Phone: 3057949058
  • City: Lighthouse Point
  • State: Florida
  • Postal Code: 33064
  • Country: United States
  • Designations: CEPA, CPA, CExP, CFP
  • Markets Served:
  • Company Name: The Business Transition Specialists

MICHAEL DESIATO

The Business Transition Specialists
Issue One: The Annual Exit Magazine
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Articles
Books/eBooks
PDF/Download
Whitepaper

Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..
Know Your Gaps
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Infographic

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
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Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..
The Impact of Unplanned Consequences on Business Value Whitepaper
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Whitepaper

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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Infographic
Securian Approved Content
UBS Approved Content
Merrill Approved Content
MassMutual Approved Content

The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..
Top Questions To Ask Your Business Owner's Advisors
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Whitepaper

Top Questions To Ask Your Business Owner's Advisors

A detailed list of questions to ask your business owner's advisors written ..
120-Day CEPA Playbook: Download the Playbook
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PDF/Download

120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..
2022 Colorado State of Owner Readiness Quick Look Brochure
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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..
2022 Colorado State of Owner Readiness Report
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PDF/Download
UBS Approved Content

2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..
2023 National State of Owner Readiness Report
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PDF/Download

2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..
2024 Webinar Series
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Videos/Recordings

2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.
2025 Webinar Series
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Videos/Recordings

2025 Webinar Series

Join us as EPI interviews our 2025 speakers about their experiences.
5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..
5-4-3-2-1 Whitepaper
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Whitepaper

5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..
A Look Inside The Unique World of - Value Creation Whitepaper
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Whitepaper
PDF/Download

A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..
A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
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Case Study

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

Download the sample case study to use with business owner clients or in wor..
Access My Courses
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Courses

Access My Courses

Navigate to your purchased EPI Academy content.
Best-In-Class Whitepaper
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Whitepaper

Best-In-Class Whitepaper

At Exit Planning Institute® (EPI), being best-in-class is a deliberate choi..
Beyond CEPA Roadmap
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PDF/Download
Infographic

Beyond CEPA Roadmap

The Beyond CEPA Roadmap is designed to provide Certified Exit PlanningAdvis..
Business Attractiveness Scorecard
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PDF/Download

Business Attractiveness Scorecard

See how ready an owner is and what steps they should take first when prepar..
Case Study: A Framework To Build Value In Your Business
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Case Study

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: CEPA and CPAs
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Case Study

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

Case Study: CEPA and EOS

Learn how CEPA, Renee Russo, is utilizing her exit planning expertise in he..
Case Study: CEPA and M&A
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Case Study

Case Study: CEPA and M&A

Learn how CEPA, Rick Krebs, is utilizing his exit planning expertise in his..
Case Study: How to Strategically Build Transferrable Value
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Case Study

Case Study: How to Strategically Build Transferrable Value

Learn how the Five Stages of Value Maturity impact the growth and ultimate ..
Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm
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Case Study

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

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

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
UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..
CEPA Development Scorecard
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Infographic
PDF/Download

CEPA Development Scorecard

Track your progress and growth by completing the CEPA Development Scorecard..
CEPA: 2024 APR | Online
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Courses
Study Guide

CEPA: 2024 APR | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 AUG | Online
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Courses
Study Guide

CEPA: 2024 AUG | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 FEB | Online
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Courses
Study Guide

CEPA: 2024 FEB | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 JAN | Online
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Courses
Study Guide

CEPA: 2024 JAN | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 JUL | Online
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Courses
Study Guide

CEPA: 2024 JUL | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 JUN | Online
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Courses
Study Guide

CEPA: 2024 JUN | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 MAR | Online
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Courses
Study Guide

CEPA: 2024 MAR | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 MAY | Online
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Courses
Study Guide

CEPA: 2024 MAY | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 OCT | Online
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Courses
Study Guide

CEPA: 2024 OCT | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 SEP | Online
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Courses
Study Guide

CEPA: 2024 SEP | Online

View details and resources for your upcoming CEPA program.
Chapter Logos
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Logos/Branding

Chapter Logos

Download your Chapter's logo to use in marketing or business development in..
Decentralizing the Business Owner
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Infographic

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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Infographic
UBS Approved Content

Decentralizing the Business Owner

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

Email Marketing Templates

Sample templated emails to begin to educate owners and advisors and build y..
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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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
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First Steps

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

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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Infographic

Five Stages of Value Maturity Infographic

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

From Successful to Significant

The framework for a high value business transition.
From Successful to Significant Whitepaper
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Merrill Approved Content

From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..
Infographic: Beyond CEPA Path
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Infographic
PDF/Download

Infographic: Beyond CEPA Path

The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..
Infographic: Decentralizing the Business Owner
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Infographic

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

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
Merrill Approved Content
MassMutual Approved Content

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

Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..
Issue One: The Annual Exit Magazine
Exit Planning Institute Image
Articles
Books/eBooks
PDF/Download
Whitepaper

Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..
Know Your Gaps
Exit Planning Institute Image
Infographic

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
Exit Planning Institute Image

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..
The Impact of Unplanned Consequences on Business Value Whitepaper
Exit Planning Institute Image
Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..
The Value Acceleration Methodology
Exit Planning Institute Image
Infographic
Securian Approved Content
UBS Approved Content
Merrill Approved Content
MassMutual Approved Content

The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..
Top Questions To Ask Your Business Owner's Advisors
Exit Planning Institute Image
Whitepaper

Top Questions To Ask Your Business Owner's Advisors

A detailed list of questions to ask your business owner's advisors written ..
120-Day CEPA Playbook: Download the Playbook
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PDF/Download

120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..
2022 Colorado State of Owner Readiness Quick Look Brochure
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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..
2022 Colorado State of Owner Readiness Report
Exit Planning Institute Image
PDF/Download
UBS Approved Content

2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..
2023 National State of Owner Readiness Report
Exit Planning Institute Image
PDF/Download

2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..
2024 Webinar Series
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Videos/Recordings

2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.
2025 Webinar Series
Exit Planning Institute Image
Videos/Recordings

2025 Webinar Series

Join us as EPI interviews our 2025 speakers about their experiences.

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