Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), shepard Allen is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

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Before I started helping people manage their wealth, I spent years as a collegiate strength and conditioning coach. Back then, my job was helping athletes perform at their absolute peak through structure, discipline, and consistent execution.

In 2020, I shifted gears from coaching fitness to coaching finance. While the arena changed, the core mission didn't.

Today, as a financial advisor (CFP®, CEPA®, CRPC®, CRSP®), I work primarily with entrepreneurs and small business owners. Running a business is demanding, and it’s easy for personal financial goals to get buried in the day-to-day operations. I help business leaders strike the right balance between reinvesting for enterprise growth and practicing smart personal wealth management—so the business actually serves their life, not the other way around.

How I Help Clients:

Business Owners & Entrepreneurs: Exit strategies, succession planning, and connecting business value to personal goals.
Equity Compensation: Navigating stock options, RSUs, and complex executive pay structures.
Generational Wealth: Structuring wealth transfer strategies that protect family legacies across generations.

Outside the Office:

I live in Worcester with my wife and our two dogs. I'm deeply invested in our local community and serve on the Worcester Trust Fund Commission.

I haven't left my coaching roots behind, either. In my free time, you'll usually find me lifting weights, playing soccer, or getting out on the golf course.

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In 2020, I shifted gears from coaching fitness to coaching finance. While the arena changed, the core mission didn't.

How I Help Clients:

Business Owners & Entrepreneurs: Exit strategies, succession planning, and connecting business value to personal goals.
Equity Compensation: Navigating stock options, RSUs, and complex executive pay structures.
Generational Wealth: Structuring wealth transfer strategies that protect family legacies across generations.

Outside the Office:

I live in Worcester with my wife and our two dogs. I'm deeply invested in our local community and serve on the Worcester Trust Fund Commission.

I haven't left my coaching roots behind, either. In my free time, you'll usually find me lifting weights, playing soccer, or getting out on the golf course.

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Advisor Type: Wealth Manager
Website:
https://www.bartlettwealth.com/
Phone: +1 774-420-7575
City: Worcester
State: Massachusetts
Postal Code: 01605
Country: United States
Designations:
Markets Served:
Company Name: Bartlett Wealth Management
LinkedIn:
https://www.linkedin.com/in/shepard-allen-359a767b/

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A Look Inside The Unique World of Value Creation Whitepaper

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SHEPARD ALLEN

How I Help Clients:

Outside the Office:

How I Help Clients:

Outside the Office:

SHEPARD ALLEN

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2022 Colorado State of Owner Readiness Quick Look Brochure

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2024 Webinar Series

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

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Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

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From Successful to Significant

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Infographic: Beyond CEPA Path

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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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