Exit Planning Institute - Find a CEPA

As a former international business executive and financial operator, Peter knows how thrilling and challenging the life of an entrepreneur can be. He experienced firsthand the dearth of relevant advice and holistic guidance for business owners, so he decided to become a Financial Advisor. Peter has focused on helping start-up founders, technology executives and entrepreneurs manage risks and maximize opportunities.

Peter applies his in-depth knowledge of business growth, operations and transition to his work with a select group of clients, their companies and their families. He is guided by a strong belief in 360-degree planning that encompasses business and personal wealth. Peter knows that it is never too early to begin planning for an eventual sale or succession. In everything he does, Peter strives to be the advisor he wished he had to help him through the decision-making and risk management needed to successfully run a business.

Peter provides a full suite of solutions for business owners, including operations, tax management, administration, investment banking and employee benefit plans. He also offers corporate property & casualty insurance planning. Peter thoroughly enjoys living a life of service, working with bright and talented clients, and helping them protect the wealth they've worked so hard to create.

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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

Download the 2022 Colorado State of Owner Readiness Report to see where Col..

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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

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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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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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 ..