Exit Planning Institute - Find a CEPA

A Financial Advisor since 1992. Bucknell University graduate, Bachelors Degree, double majoring in Economics and Sociology. Completed “Delivering Solutions for Small Business Owners” certification program in conjunction with The Wharton School of Business. Completed the Investments & Wealth Institute Certified Private Wealth Advisor Program through The University of Chicago Booth. Series 7, 63, and 65, and Life and Health insurance licenses.

Use of Advanced Plan Design with a concentration on tax efficiency,

especially for the highly compensated. Incorporating tax efficient strategies in financial planning. Disciplined investment planning approach – recommending and helping clients implement strategies that strive to provide the most tax savings, without reducing benefits to all valued employees.

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Use of Advanced Plan Design with a concentration on tax efficiency,

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A Look Inside The Unique World of Value Creation Whitepaper

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

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

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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

When deciding to exit their business, an owner has several internal and ext..

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Five Stages of Value Maturity Infographic

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Five Stages of Value Maturity Infographic

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From Successful to Significant

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Infographic: Decentralizing the Business Owner

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Educate an owner on the ways they may be forced out of their business due t..

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Issue One: The Annual Exit Magazine

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

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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..

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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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ROBERT IBRAHIM

ROBERT IBRAHIM

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

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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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