SANDRO ENDLER
Sandro Endler, CEPA®, CVA®, FMVA®, CBCA® is the Founder and Principal Advisor of InvestMetrix, a financial advisory firm that helps business owners increase company value, improve financial performance, and prepare for growth, capital, and eventual business transition.
As a Certified Exit Planning Advisor (CEPA®) and Certified Valuation Analyst (CVA®), Sandro works with privately held businesses to identify value drivers, reduce risk, improve financial readiness, and develop strategic plans that maximize enterprise value. His approach combines business valuation, financial analysis, capital advisory, and the Exit Planning Institute's Value Acceleration Methodology to help owners achieve both their business and personal objectives.
Sandro advises entrepreneurs throughout every stage of the business lifecycle—from improving operations and profitability to preparing for financing, ownership transition, succession, or a future sale. He collaborates closely with CPAs, attorneys, wealth advisors, lenders, and other professionals to deliver coordinated, client-focused solutions.
He holds advanced academic credentials in accounting, finance, and economics, and has earned multiple professional designations, including CEPA®, CVA®, FMVA®, and CBCA®. He is also the author of the FACE IT! business finance series, dedicated to helping business owners gain financial clarity, make informed decisions, and build more valuable businesses.
"}}, is_editable=editable, url_slug_2=sandro-endler, user_profile_updates_pending_epi_team_review=true, impersonate_user_url=https://exit-planning-institute.org/member-detail/sandro-endler?impersonation=true, full_name=Sandro Endler, hs_lastmodifieddate=1783354395687, phone=+1 407-864-2306, company_name=Investmetrix LLC, name=Sandro, hs_object_id=58444202304, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=32836, username=sandroinvestmetrix, status=Published}- Advisor Type: Exit Planner / Value Advisor
- Website:
https://www.investmetrix.com - Phone: +1 407-864-2306
- City: Orlando
- State:
- Postal Code: 32836
- Country: United States
- Designations: FMVA,CBCA,CVA
- Markets Served:
- Company Name: Investmetrix LLC
SANDRO ENDLER

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
.png)
2024 Webinar Series

2025 Webinar Series
.png)
2026 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

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

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

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
.png)


