Exit Planning Institute - Find a CEPA

Ex-CEO of Middle Market family enterprise. Ex-venture-funded early-stage startup roles as co-founder/operator/partner/advisor. Three exits with $100M+ in combined business valuation.

My lifelong mission is to always work with an entrepreneurial spirit & to advise or work side by side with entrepreneurs/owners or anyone who aspires to be one. I don’t mind the frustrations and love the failures in the process because I have an insatiable thirst for learning and problem solving. I don’t give a hoot about living a normal boring life. It’s all about the journey. If you know, you know.

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Ex-CEO of Middle Market family enterprise. Ex-venture-funded early-stage startup roles as co-founder/operator/partner/advisor. Three exits with $100M+ in combined business valuation.

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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..

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

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2023 National State of Owner Readiness Report

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Videos/Recordings

2024 State of The Institute

This special edition broadcast will feature a 2024 EPI State of the Institu..

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2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.

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

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Case Study

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

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Courses

Access My Courses

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Business Attractiveness Scorecard

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Case Study

Case Study, CEPA and CPAs

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Case Study, CEPA and EOS

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Case Study, CEPA and M&A

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Case Study: A Framework to Build Value

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Case Study: A Framework To Build Value In Your Business

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Case Study: How to Strategically Build Transferrable Value

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Case Study: How to Strategically Build Transferrable Value

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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: 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

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UBS Approved Content

Case Study: Value Acceleration

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Case Study

CEPA 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 ..