Exit Planning Institute - Find a CEPA

As a CEPA, Randy brings nearly four decades of hands on entrepreneurial leadership to the advisory & business brokerage professions, drawing from a career spent building, scaling, acquiring, and selling companies across multiple industries. As a founder, CEO, and strategic advisor, he has navigated organizations through every stage of the business lifecycle — from brand creation and market expansion to operational restructuring, financial strategy, and successful exits. His experience gives him a rare, practical understanding of what truly drives business value, how to determine readiness and positioning of companies for the right buyer at the right time.

His leadership roles — including that of CEO, and CFO roles, mostly while being an owner — have placed him at the center of complex negotiations, capital decisions, and organizational transitions. Having personally participated in acquisitions, divestitures, and long term investment ventures, Randy understands both the financial and emotional dynamics that shape a successful business transaction.

Over the years, Randy has also built a strong reputation as a trusted advisor to business owners navigating growth, transition, and exit planning. His broad ownership background and transaction experience allow him to approach each engagement with a practical, real world understanding of what buyers seek and what sellers need to achieve a successful outcome.

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A Look Inside The Unique World of Value Creation Whitepaper

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Confidential Estate Planning Form

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Decentralizing the Business Owner

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Decentralizing the Business Owner

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

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Five Stages of Value Maturity Infographic

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Five Stages of Value Maturity Infographic

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

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Infographic: Decentralizing the Business Owner

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Issue One: The Annual Exit Magazine

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

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

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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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RANDY ELLIOTT

RANDY ELLIOTT

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

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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

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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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