Exit Planning Institute - Find a CEPA

Noah specializes in helping business owners, executives, retirees, and families navigate complex financial decisions with confidence. As a Certified Private Wealth Advisor® (CPWA®) and CERTIFIED FINANCIAL PLANNER® (CFP®) professional, he provides fiduciary-based guidance for investment advisory clients in areas including wealth management, retirement planning, business succession, executive compensation, and estate planning.

Noah is also a Certified Exit Planning Advisor (CEPA®) through the Exit Planning Institute, helping business owners prepare for successful transitions, maximize business value, and align their personal and financial goals before an eventual sale or exit.

Noah earned his MBA in Investment Finance from Oklahoma State University and a Bachelor of Science in Business Management from Oral Roberts University. He also holds additional professional designations through The American College of Financial Services.

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Advisor Type: Financial Advisor
Website:
https://www.noahparris.com
Phone: 9189465104
City: Tulsa
State: Oklahoma
Postal Code: 74119
Country: United States
Designations: CEPA®, CPWA®, CFP®, MBA, ChFC®, CLU®, RICP®
Markets Served: Business owners and Age 50+ corporate professionals
Company Name: Parris Financial

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NOAH PARRIS

NOAH PARRIS

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

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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

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From Successful to Significant

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Infographic: Beyond CEPA Path

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Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

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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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