Exit Planning Institute - Find a CEPA

Taylor Hodges founded Southern Capital in 2015 and cultivated his firm’s reputation for providing a personalized and engaging customer service experience. He believes that his company’s success is measured by the quality of the relationships it maintains. Unique to many modern financial planning organizations, Southern Capital has grown exclusively from referral-based marketing strategies and word-of-mouth brand awareness. Southern Capital serves clients across the United States and following Taylor’s exit planning certification, began specializing in quarterbacking value growth and exit planning solutions for small business owners. Our advisors manage external third-party micro advisors on behalf of our clients ranging from CPAs to real estate agents to attorneys, in order to improve overall business efficiency and create a truly comprehensive financial plan for owners.

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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

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2023 National State of Owner Readiness Report

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Videos/Recordings

2024 State of The Institute

This special edition broadcast will feature a 2024 EPI State of the Institu..

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2024 Webinar Series

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5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

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Case Study

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Courses

Access My Courses

Navigate to your purchased EPI Academy content.

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Business Attractiveness Scorecard

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Case Study

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Case Study, CEPA and M&A

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Case Study: A Framework To Build Value In Your Business

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Case Study: Human Capital, The Exit Planning Institute

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UBS Approved Content

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