Exit Planning Institute - Find a CEPA

Things to Know

My office is located in Lake Oswego, OR, but I serve clients throughout the Pacific Northwest and across the country through convenient and secure virtual meetings.
I specialize in working with business owners who want a plan for how they will someday sell their business and retire.
Contact me to set up a complimentary introductory call.
All my services are billed on an hourly basis. So my clients just pay for the amount of time they need. I don't require ongoing retainers or charge a management fee based on a percentage of assets.
I’m a CFP®, CPA and a CEPA® (Certified Exit Planning Advisor for business owners).

About Me

I'm a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA) in Oregon. Several years ago I added the Certified Exit Planning Advisor™ (CEPA®) credential so that I can assist business owners through the process of transitioning out of their business. I've successfully exited two businesses of my own so I have personal experience with the process. After having been repeatedly asked for help with business exit planning by clients it became obvious that this was an area which is given limited attention by most financial planners. This led to a desire to specialize in helping business owners. In addition, I'm also a real estate investor myself which gives me a depth of knowledge to advise clients who have real estate as part of their portfolio.

My experience in advising both individuals and businesses has allowed me to develop a unique niche in helping business owners with a range of topics and issues that are particular to them. That is why I believe it is important to approach financial planning on a granular scale. I'm determined to first spend time understanding each client's needs, wants, and financial goals so that I can create a well- thought out, well-defined plan.

Seeing the end result of a transformative process is what I find most rewarding. The relief on a client's face after lifting financial stress from their shoulders is what its all about. That is why my planning process begins by discussing and defining what is most important to the client. From there, we will create a trusted, tailored solution that moves them toward the financial future they dream of.

Education & Designations

I studied accounting at Oregon State University where I received his Business Degree. I also hold the following designations, registrations and licenses:

CERTIFIED FINANCIAL PLANNER™ designation
Certified Public Account (Oregon)
Certified Exit Planning Advisor®

My passions outside of financial planning include travelling, backpacking, beach-time, surfing with my kids, and just spending time alongside my family and friends. I love to volunteer for organizations that help support children in the community. As such, I've been the Treasurer for both the Metropolitan Youth Symphony and Parenting With Intent, which helps provide support and services to at-risk youth in foster care.

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Things to Know

My office is located in Lake Oswego, OR, but I serve clients throughout the Pacific Northwest and across the country through convenient and secure virtual meetings.
I specialize in working with business owners who want a plan for how they will someday sell their business and retire.
Contact me to set up a complimentary introductory call.
All my services are billed on an hourly basis. So my clients just pay for the amount of time they need. I don't require ongoing retainers or charge a management fee based on a percentage of assets.
I’m a CFP®, CPA and a CEPA® (Certified Exit Planning Advisor for business owners).

About Me

Education & Designations

I studied accounting at Oregon State University where I received his Business Degree. I also hold the following designations, registrations and licenses:

CERTIFIED FINANCIAL PLANNER™ designation
Certified Public Account (Oregon)
Certified Exit Planning Advisor®

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RYAN MCCLUNG

Things to Know

About Me

Education & Designations

Things to Know

About Me

Education & Designations

RYAN MCCLUNG

Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

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Understanding Your Business Value Whitepaper

Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit

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 State of The Institute

2024 Webinar Series

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Access My Courses

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Case Study: How to Strategically Build Transferrable Value

Case Study: Human Capital, The Exit Planning Institute

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

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Chapter Logos

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Issue One: The Annual Exit Magazine

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Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

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