Rob Odishoo

Rob Odishoo, AWMA™, CEPA®, CPFA®, is a Financial Advisor and Senior Portfolio Advisor with Merrill who specializes in working with business owners. His practice focuses on helping owners align personal financial planning, retirement plan strategy, and exit planning objectives throughout the business lifecycle.

As both a Certified Exit Planning Advisor® and Certified Plan Fiduciary Advisor®, Rob brings a unique perspective on how qualified retirement plans can support owner readiness, wealth diversification, employee retention, and long-term value creation. He works with business owners to integrate retirement plan strategy into broader conversations around enterprise value, succession planning, and successful business transitions.

Rob has more than 20 years of experience in wealth management, banking, and advisory services. He earned his bachelor's degree from the University of Southern California, where he met his wife, Janelle. Together they founded and operated a technology business, providing firsthand experience with the opportunities and challenges business owners face. They now reside in the Dallas-Fort Worth area and have one daughter, Jessica.

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ROB ODISHOO

ROB ODISHOO

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

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2024 Webinar Series

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

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Case Study: A Framework To Build Value In Your Business

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Case Study: The Value of Transitioning a Business to its Employees

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Case Study: Value Acceleration

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Confidential Estate Planning Form

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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From Successful to Significant

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Infographic: Beyond CEPA Path

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Issue One: The Annual Exit Magazine

Know Your Gaps

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

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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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