Exit Planning Institute - Find a CEPA

Our Cause.

We believe in a world where people have the courage not to accept their life but to lead their life; a world where people are driven by a belief that finding a way to improve the quality of the people, places, and things around them is the path to achieve a life that is fulfilling and significant.

Our Why.

The Discipline of Synthesis Company is a platform to serve that cause by sharing our passions and life experiences and inspiring others to do the same.

What We Do.

Through our passions and life experiences, we’re committed to helping business owners build attractive and ready businesses so they can extract the financial worth they need to live the wealthy lives they desire and ensure economic continuity.

We do this by helping business owners identify their personal, financial, and business goals, and understanding the interrelationships between them.

We guide owners down a clear path for value growth of their business that’s designed to strengthen its intangible capitals which contribute to approximately 80% of the company’s value, resulting in reduced costs and expenses, increased revenue, and net profit.

How We Do It.

We offer value growth services that include an assessment of an owner’s business and a strategy put into action, leading toward a successful and significant exit.

Our Promise.

We’re confident in our abilities to help business owners grow the strategic value of their business by at least 10x the cost to produce and deliver a business enterprise value assessment with a clear roadmap that decomposes strategy into actionable steps.

Reason To Believe.

Our background is broad, as it should be for this type of value advisor to demonstrate their worth. We have almost two decades of experience in the Department of Defense serving in military and civilian capacities.

We have led large multi-disciplinary groups of people and managed technically complex projects in support of acquiring and sustaining military weapons systems.

We have experience in sustainment planning, program and project management, process engineering, contract development, and training development. We also have additional education and training in investments and raising capital for private equity and real estate.

Proof Statement.

We have demonstrated success in the following: developing long-term sustainment strategies and business models for multi-billion dollar space systems; planning and activating maintenance capabilities; identification, acquisition, and delivery of intellectual property estimated over 10 million dollars; leading multi-disciplinary teams composed of over 30 members; invited by the defense acquisition university to participate as a subject matter expert and help build a multi-module training course available to a defense acquisition workforce of approximately 180,000 military and civilian personnel; implementing policies processes that ensure accountability and traceability of property with book value over $20 million; developed and proposed organizational training programs to develop, motivate, and retain talent; designed and proposed solutions to optimize organizational structures for a division comprise of over 20 people; collaborating with high-ranking military officers and corporate executives; customer contract development.

Tone and Matter.

Our philosophy is to listen, learn, help, and then lead. We care about you, not as a client, but as a partner and ally. We emphasize that “our” success (or failure) is dependent on each of our abilities to be accountable to each other. We never lose sight of the goal: generating value across those business, financial, and personal areas of your life. You can count on our enthusiasm for what we coach.

We don’t just talk about it; we strive to embody it. This isn’t a job. It’s a lifestyle. We believe that we all have a role and that it’s our responsibility to play it well, while not letting it go to our head. We’ll do what needs to be done while remembering to have fun along the way and carry a sense of humor.

Life’s too short. Let’s not accept where we are, but lead to where we want to go, by helping build the value industry.

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Our Cause.

Our Why.

The Discipline of Synthesis Company is a platform to serve that cause by sharing our passions and life experiences and inspiring others to do the same.

What We Do.

We do this by helping business owners identify their personal, financial, and business goals, and understanding the interrelationships between them.

How We Do It.

We offer value growth services that include an assessment of an owner’s business and a strategy put into action, leading toward a successful and significant exit.

Our Promise.

Reason To Believe.

We have led large multi-disciplinary groups of people and managed technically complex projects in support of acquiring and sustaining military weapons systems.

Proof Statement.

Tone and Matter.

Life’s too short. Let’s not accept where we are, but lead to where we want to go, by helping build the value industry.

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2022 Colorado State of Owner Readiness Quick Look Brochure

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2022 Colorado State of Owner Readiness Report

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5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

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

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Business Attractiveness Scorecard

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Case Study

Case Study, CEPA and CPAs

Learn how CEPA, Stacy Kuxhausen is utilizing her exit planning expertise in..

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Case Study, CEPA and EOS

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

A case study to help owner's determine the best course of action for their ..

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Case Study: Value Acceleration

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CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

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Decentralizing the Business Owner

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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

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EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..

Case Study

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..

First Steps

The first steps after earning your CEPA designation.

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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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Five Stages of Value Maturity Infographic

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

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From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

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Infographic: Decentralizing the Business Owner

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Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

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Infographic: The 5 D's

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

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Infographic: Who Has a Seat at the Table

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..

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Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..

Case Study

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

To increase value and minimize risks in your business, you should follow th..

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Walking You Through the Perfect Exit Whitepaper

We dive deep into the importance of personal planning and uncovering your p..

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Who Has a Seat at the Table Infographic

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RYAN MILLS

Our Cause.

Our Why.

What We Do.

How We Do It.

Our Promise.

Reason To Believe.

Proof Statement.

Tone and Matter.

Our Cause.

Our Why.

What We Do.

How We Do It.

Our Promise.

Reason To Believe.

Proof Statement.

Tone and Matter.

RYAN MILLS

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

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

Business Attractiveness Scorecard

Case Study, CEPA and CPAs

Case Study, CEPA and EOS

Case Study, CEPA and M&A

Case Study: A Framework to Build Value

Case Study: A Framework To Build Value In Your Business

Case Study: How to Strategically Build Transferrable Value

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

Case Study: Value Acceleration

CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

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 Whitepaper

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Intangible Capitals Make Or Break Your Business Whitepaper

Know Your Gaps

Stage 1: The Value Maturity Index - Identifying Value

Successful to Significant Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

The Value Acceleration Methodology Infographic

Understanding Your Business Value Whitepaper

Understanding Your Business Value Whitepaper