Exit Planning Institute - Find a CEPA

Steve Gobel is the leader of Gobel, Sampson & Associates Private Wealth Management, a financial planning practice that is part of IG Private Wealth Management.

Steve works with high-net-worth individuals, incorporated professionals and business owners. He uses his extensive knowledge in the areas of Investment, Retirement, Tax and Estate Planning to develop comprehensive financial plans for clients that help them achieve their financial goals.

Steve is a senior financial advisor with over 30 years’ experience in the financial planning advisory area. He holds the designations of CFP® (CERTIFIED FINANCIAL PLANNER), R.F.P. (Registered Financial Planner) and CEA (Certified Executor Advisor). He completed the STEP Canada Diploma in Trusts & Estates and is a TEP (Trust & Estate Practitioner).

He is a CEPA® (Certified Exit Planning Advisor) working with business owners to build more valuable companies, have stronger personal financial plans, and align their personal goals.

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Steve Gobel is the leader of Gobel, Sampson & Associates Private Wealth Management, a financial planning practice that is part of IG Private Wealth Management.

He is a CEPA® (Certified Exit Planning Advisor) working with business owners to build more valuable companies, have stronger personal financial plans, and align their personal goals.

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STEVE GOBEL

STEVE GOBEL

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

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Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

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Issue One: The Annual Exit Magazine

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

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

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Top Questions To Ask Your Business Owner's Advisors

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