Exit Planning Institute - Find a CEPA

Overview

Srbo has 27 years of experience in all the major financial planning areas that guide clients through the complexities of building a financial plan that leads them toward success. He focuses on the purpose of the client’s money and help them achieve their goals. Srbo earns the client’s trust by being a great listener and problem solver, while providing tailored solutions.

Experience

He has deep experience evaluating the overall financial picture and help clients make decisions that lead them toward achieving their goals. Srbo strives to build long-lasting relationships through proactive personal service that both prepares for and responds to every stage of life and every phase of the business. He helps business owners and high net worth individuals transition to the next chapter of their lives/business through business exit/transition strategies.

Srbo’s specialties include financial planning, retirement planning, small business retirement plans, investment planning, risk management, tax planning, budgeting/cash flow analysis, education planning, estate planning, and charitable giving.

Education & Affiliations

Srbo earned a Bachelor of Science in Economics from University of Illinois in Chicago. He is a Certified Financial Planner Practitioner (CFP®) and a Certified Exit Planning Advisor (CEPA®). Srbo is also a member of the Exit Planning Institute, XPX Chicago – Chicago Chapter of Exit Planning Exchange, Midwest Business Brokers & Intermediaries, and Alliance of Mergers and Acquisitions Advisors.

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Overview

Experience

Education & Affiliations

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A Look Inside The Unique World of - Value Creation Whitepaper

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Issue One: The Annual Exit Magazine

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The Value Acceleration Methodology

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Program Overview

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The Exit Planning Summit

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State of Owner Readiness

Annual Exit

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About EPI

Purpose Statement

SRBO RADISAVLJEVIC

Overview

Experience

Education & Affiliations

Overview

Experience

Education & Affiliations

SRBO RADISAVLJEVIC

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

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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

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Best-In-Class Whitepaper

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Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

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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

The Value Acceleration Methodology

Top Questions To Ask Your Business Owner's Advisors