Exit Planning Institute - Find a CEPA

A Wealth Advisor to entrepreneurs and executives, Nathan specializes in helping first-generation wealth creators pursue their vision, values and goals with the objective to free up their time for what matters most and create a lasting legacy.

Most entrepreneurs are visionaries, moving fast and thinking big. Nathan is the steady hand that brings structure, clarity, and execution to that ambition. As MKD Wealth’s Integrator, he leads the team that transforms ambition into execution. Nathan knows thriving businesses run on systems, not just ideas. He helps clients implement wealth strategies that are designed to not just sound good in theory but also work in practice.

Whether it’s business succession, investment management, or multi-generational wealth strategies, he takes a methodical, process-driven approach: assembling the right experts, streamlining decision-making, and aligning strategies with his clients’ long-term objectives.

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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

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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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Infographic: The 5 D's

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Issue One: The Annual Exit Magazine

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Know Your Gaps

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

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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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NATHAN BOHANNON

NATHAN BOHANNON

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

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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

Case Study: Value Acceleration

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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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