Exit Planning Institute - Find a CEPA

CLIENT VISION

Mike Tarrant is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA) with over 30 years of experience helping clients develop common-sense plans that seek to align their money with their life’s goals. His financial planning approach is goal-centered — built specifically for each client’s unique situation, issues, and needs.

Mike works primarily with families and individuals, with a unique focus on pharmacists and pharmacy owners. He is a Corporate Patron of the Alliance for Pharmacy Compounding, sponsor of the Georgia Pharmacy Association, and a Preferred Partner of its Academy of Independent Pharmacy. In addition, Mike maintains a network of trusted professionals offering their specialized expertise, so his clients truly have one choreographed source for all their financial planning needs.

AREAS OF EXPERTISE

Planning for Retirement Income
Investments & Advisory Services
Business Value Estimation
Exit & Succession Planning
Estate, Legacy & Charitable Planning
Tax Strategies
Personal Insurance Planning & Group Benefits
Business Retirement Plans & Strategies
Cash Management & Debt Planning
Education & College Funding

EDUCATION & CERTIFICATIONS

CERTIFIED FINANCIAL PLANNER™ professional
Certified Exit Planning Advisor
Degrees in Economics and Finance, Valdosta State University
Wood Badge Adult Leadership Training, Boy Scouts of America
Member, Financial Planning Association
Member, Georgia Pharmacy Association
Member, Alliance for Pharmacy Compounding

OUTSIDE THE OFFICE

Mike and his wife of over 33 years live in Roswell, Georgia, where they enjoy traveling and dining, being with friends and family, participating in Stonecreek Church, and their hobbies of model railroading, birding, and random projects. Mike currently serves on the board of the NC&StL Railway Preservation Society, and has served as an elder and connection group facilitator at their church and as an Assistant Scoutmaster and Life to Eagle Coordinator in their sons’ local Boy Scout troop, having helped them and many others attain the Eagle Scout rank. Previously Mike served on the Georgia Cancer Foundation board and as Treasurer of the Financial Planning Association of Georgia and North Georgia Modurail.

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CLIENT VISION

AREAS OF EXPERTISE

Planning for Retirement Income
Investments & Advisory Services
Business Value Estimation
Exit & Succession Planning
Estate, Legacy & Charitable Planning
Tax Strategies
Personal Insurance Planning & Group Benefits
Business Retirement Plans & Strategies
Cash Management & Debt Planning
Education & College Funding

EDUCATION & CERTIFICATIONS

CERTIFIED FINANCIAL PLANNER™ professional
Certified Exit Planning Advisor
Degrees in Economics and Finance, Valdosta State University
Wood Badge Adult Leadership Training, Boy Scouts of America
Member, Financial Planning Association
Member, Georgia Pharmacy Association
Member, Alliance for Pharmacy Compounding

OUTSIDE THE OFFICE

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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

Materials to use within the Value Maturity Index: Identifying Value portion..

Exercises

Template

Sample Personal Contingency Plan

A template for putting a contingency plan in place.

Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

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Infographic

Securian Approved Content

UBS Approved Content

Merrill Approved Content

MassMutual Approved Content

The Value Acceleration Methodology

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Whitepaper

120-Day CEPA Playbook: Download the Playbook

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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

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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 Webinar Series

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

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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Whitepaper

5-4-3-2-1 Whitepaper

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

Whitepaper

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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

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

Courses

Access My Courses

Navigate to your purchased EPI Academy content.

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Whitepaper

Best-In-Class Whitepaper

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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

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..

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

UBS Approved Content

Case Study: Value Acceleration

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

Infographic

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CEPA Development Scorecard

Track your progress and growth by completing the CEPA Development Scorecard..

View details and resources for your upcoming CEPA program.

Logos/Branding

Chapter Logos

Download your Chapter's logo to use in marketing or business development in..

Exercises

Template

Confidential Estate Planning Form

Use this document as a template for Confidential Estate Planning for your c..

Infographic

Decentralizing the Business Owner

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

Infographic

UBS Approved Content

Decentralizing the Business Owner

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

Template

Email Marketing Templates

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

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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.

Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Whitepaper

UBS Approved Content

From Successful to Significant

The framework for a high value business transition.

Merrill Approved Content

From Successful to Significant Whitepaper

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

Infographic

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Infographic: Beyond CEPA Path

The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..

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Infographic: Decentralizing the Business Owner

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

Infographic

Infographic: Five Stages of Value Maturity

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

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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

Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..

Articles

Books/eBooks

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Whitepaper

Issue One: The Annual Exit Magazine

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

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