Exit Planning Institute - Find a CEPA

Shelby Nicholl is the founder of Muriel Consulting, a consulting and recruiting company that helps financial advisors transform their businesses by moving firms, adding team members and sourcing capital. Her consulting clients rely on her as an expert negotiator, business coach, client experience expert, and skilled marketer.

Shelby blends the analytical and creative to problem solve for her clients and for the industry. In 2023 she founded Muriel Network, a digital community centered on accelerating the success of women in wealth management. In 2024, she started the Kick It Open podcast. Both Muriel Network and Kick It Open are named in honor of Muriel Siebert, the first woman member of the NYSE.

A 25-year corporate veteran turned entrepreneur, Shelby previously served as Senior Vice President at LPL Financial and Director at Edward Jones. Shelby has spent her career consulting with advisors and investors, and building solutions and capabilities that meet advisor and client needs.

Shelby has an MBA from Washington University, earned her Series 7 and 66, and is a certified PROSCI change management practitioner. She is also a Certified Exit Planning Advisor (CEPA). Shelby serves on the Advisory Board for Easterseals Midwest and is a member of the Easterseals Women’s Giving Collective. She’s also a founding board member of the St. Louis-based Women Leaders in Finance.

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Infographic: The 5 D's

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

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SHELBY NICHOLL

SHELBY NICHOLL

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

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

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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

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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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