Exit Planning Institute - Find a CEPA

Sonja Bjork has been working in the financial services business for 30+ years and offers individuals, families and/or small business owners a comprehensive approach to their retirement planning, investment. Sonja is a graduate of Iowa State University College of Business and of two + decades of working with advisors and their clients across the country, as financial services career evolved within The Hartford Financial and Prudential. In 2014 Sonja co-founded Highview Advisors, LLC with her business partner and fellow advisor, Niles Austvold.

She has been committed to helping people pursue individual and small business client's financial goals. When she is not working, she spends time with her husband, daughter, friends and extended family. She lives into her commitment to wellness, cooks, camps, hikes and studies life, no fooling – through study of mind, body, spirit; the nature and sciences.

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If you had a million dollars to spend, what would be the first three things you would buy?

I would finish out the college funding, begin funding my dream food truck/small business for the next phase. It includes a vision of winter months (at least February) serving up for people also traveling the National Parks. My husband does not agree :) Food truck and travel don't mix for him!

What’s the most likely place people could find you on a Saturday night?

Depends on the season! Lit trail ski at a local park. Camping at a state park. Or, a dinner and game night with husband and friends.

Which would you pick: Living on the beach or living near the mountains?

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Learn More About Me

If you had a million dollars to spend, what would be the first three things you would buy?

What’s the most likely place people could find you on a Saturday night?

Depends on the season! Lit trail ski at a local park. Camping at a state park. Or, a dinner and game night with husband and friends.

Which would you pick: Living on the beach or living near the mountains?

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A Look Inside The Unique World of Value Creation Whitepaper

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

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

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SONJA BJORK

Learn More About Me

If you had a million dollars to spend, what would be the first three things you would buy?

What’s the most likely place people could find you on a Saturday night?

Which would you pick: Living on the beach or living near the mountains?

Learn More About Me

If you had a million dollars to spend, what would be the first three things you would buy?

What’s the most likely place people could find you on a Saturday night?

Which would you pick: Living on the beach or living near the mountains?

SONJA BJORK

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

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

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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