Exit Planning Institute - Find a CEPA

About Me

As a Certified Exit Planning Advisor (CEPA®) and Financial Advisor, I specialize in helping business owners and families align their personal, financial, and business goals to build lasting value and prepare for life’s next chapter whether that’s retirement, succession, or a strategic exit.

I bring an advanced understanding of how human behavior, emotions, and cognitive biases influence financial decisions. This allows me to help clients move beyond surface-level planning and address the underlying motivations, fears, and habits that shape their financial lives. Whether navigating legacy planning, business exits, or family dynamics, I help clients make confident decisions that align with their values and long-term goals.

At Blueprint Financial Group, we believe in a values-based approach to financial planning. We walk alongside our clients with clarity, compassion, and a long-term perspective offering not just advice, but a partnership rooted in trust.

What We Offer

Through our team, we provide a full suite of services tailored to business owners and families:

Exit & Succession Planning

Using the Value Acceleration Methodology™, we help owners increase business value, reduce risk, and prepare for a successful transition.

Comprehensive Financial Planning

Retirement strategies, investment management, tax-efficient planning, and risk protection all integrated into a cohesive plan.

Business Owner Solutions

Key person insurance, executive benefits, business continuity planning, and buy-sell strategies.

Aligned Financial Guidance

For clients who value purpose-driven planning, we offer solutions that reflect their values and long-term vision.

Collaborative Casework

We often partner with other advisors, especially in joint fieldwork, to bring diverse perspectives and better serve couples and multi-generational families.

Who I Serve

Business owners
Family-owned and closely held businesses
Pre-retiree couples navigating legacy and succession
Clients seeking a values-based, relationship-driven approach

Let’s Connect

Whether you're preparing for a business exit, planning for retirement, or simply seeking clarity in your financial life, I’d be honored to support your journey. Let’s build a plan that reflects your values, honors your legacy, and secures your future.

{custom_meta_description=Omar Maldonado - - Thrivent - Des Peres, Missouri, city=Des Peres, profile_url=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/8_Unknown/Member%20Images/Omar%202024%20300x300.jpg, display_country=United States, hs_object_source_detail_1=Find A CEPA (JULY 2024), profile_description=

About Me

What We Offer

Through our team, we provide a full suite of services tailored to business owners and families:

Exit & Succession Planning

Using the Value Acceleration Methodology™, we help owners increase business value, reduce risk, and prepare for a successful transition.

Comprehensive Financial Planning

Retirement strategies, investment management, tax-efficient planning, and risk protection all integrated into a cohesive plan.

Business Owner Solutions

Key person insurance, executive benefits, business continuity planning, and buy-sell strategies.

Aligned Financial Guidance

For clients who value purpose-driven planning, we offer solutions that reflect their values and long-term vision.

Collaborative Casework

We often partner with other advisors, especially in joint fieldwork, to bring diverse perspectives and better serve couples and multi-generational families.

Who I Serve

Business owners
Family-owned and closely held businesses
Pre-retiree couples navigating legacy and succession
Clients seeking a values-based, relationship-driven approach

Let’s Connect

, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=omar-maldonado, lname=Maldonado, hs_object_source_id=enrollmentId:1177876657562;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JULY%202024/MALDONADO-OMAR-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July%202024.pdf, hs_createdate=1722256893432, state=Missouri, id=14297665621, advisor_type=Financial Advisor, designations__text_=BFA, CEPA, CLTC, FIC, custom_page_title=Exit Planning Institute - Find a CEPA | Omar Maldonado, member_profile_approval_flag=false, email=omar.maldonado@thrivent.com, associated_contact_record_id=30525651, website=https://connect.thrivent.com/blueprint-financial-group, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JULY%202024/7411_Maldonado_CEPA-Certificate-2024-July.pdf, is_editable=editable, pending_profile_information=, url_slug_2=omar-maldonado, impersonate_user_url=https://exit-planning-institute.org/member-detail/omar-maldonado?impersonation=true, user_profile_updates_pending_epi_team_review=false, full_name=Omar Maldonado, hs_lastmodifieddate=1755889547460, phone=+13145173909, company_name=Thrivent, hs_object_id=14297665621, name=Omar, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=63131, hs_updated_by_user_id=49327279, status=Published}

PDF/Download

120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..

Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..

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..

PDF/Download

2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..

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

This whitepaper takes the Value Acceleration Methodology and breaks it into..

Whitepaper

5-4-3-2-1 Whitepaper

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

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..

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.

PDF/Download

Whitepaper

Best-In-Class Whitepaper

At Exit Planning Institute® (EPI), being best-in-class is a deliberate choi..

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

PDF/Download

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..

PDF/Download

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

PDF/Download

Infographic: Beyond CEPA Path

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

Infographic

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 ..

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

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

PDF/Download

Whitepaper

Issue One: The Annual Exit Magazine

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

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

Learn how professional advisors help mitigate the risks associates with the..

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..

Whitepaper

Program Overview

Register for CEPA

Testimonials

Featured Courses

View All Courses

The Exit Planning Summit

Webinars

State of Owner Readiness

Annual Exit

Free Content Library

About EPI

Purpose Statement

OMAR MALDONADO

About Me

What We Offer

Who I Serve

Let’s Connect

About Me

What We Offer

Who I Serve

Let’s Connect

OMAR MALDONADO

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

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

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

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

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