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TERRY WATTS, MBA, CEPA, CM&AP

Exit Factor of Folsom

Exit Planning Consultant | Business Broker | Marine Corps Veteran


As a Marine Corps Veteran and multi-business owner, I understand that a business is more than just an asset—it’s a legacy. My approach combines the strategic rigor of Exit Factor consulting with the transactional expertise of Murphy Business Sales.


While many brokers focus solely on the "For Sale" sign, I serve as a dedicated Certified Exit Planning Advisor (CEPA) to ensure my clients never leave money on the table. Through Exit Factor, I partner with owners 12–36 months before a sale to maximize SDE multiples and optimize operational efficiency. When the business is peak-ready, I leverage my role as a Business Broker to navigate the complexities of valuation, confidential marketing, and deal execution.


Whether you are looking to scale for a future windfall or are ready to transition today, my goal is to provide a clear, data-driven roadmap from your current valuation to your ultimate exit goal.

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Exit Planning Consultant | Business Broker | Marine Corps Veteran


As a Marine Corps Veteran and multi-business owner, I understand that a business is more than just an asset—it’s a legacy. My approach combines the strategic rigor of Exit Factor consulting with the transactional expertise of Murphy Business Sales.


While many brokers focus solely on the "For Sale" sign, I serve as a dedicated Certified Exit Planning Advisor (CEPA) to ensure my clients never leave money on the table. Through Exit Factor, I partner with owners 12–36 months before a sale to maximize SDE multiples and optimize operational efficiency. When the business is peak-ready, I leverage my role as a Business Broker to navigate the complexities of valuation, confidential marketing, and deal execution.


Whether you are looking to scale for a future windfall or are ready to transition today, my goal is to provide a clear, data-driven roadmap from your current valuation to your ultimate exit goal.

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  • Advisor Type: Business Consultant
  • Website:
    https://www.exitfactor.com/folsom
  • Phone: 19164153399
  • City: Carmichael
  • State:
  • Postal Code: 95608
  • Country: United States
  • Designations:
  • Markets Served: Greater Sacramento and California
  • Company Name: Exit Factor of Folsom

TERRY WATTS, MBA, CEPA, CM&AP

Exit Factor of Folsom
120-Day CEPA Playbook: Download the Playbook
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120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..
2022 Colorado State of Owner Readiness Quick Look Brochure
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2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..
2022 Colorado State of Owner Readiness Report
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2022 Colorado State of Owner Readiness Report

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2023 National State of Owner Readiness Report
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2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..
2024 Webinar Series
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2024 Webinar Series

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2025 Webinar Series
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2025 Webinar Series

Join us as EPI interviews our 2025 speakers about their experiences.
2026 Webinar Series
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2026 Webinar Series

Join us as EPI interviews our 2026 speakers about their experiences.
5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..
5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..
A Look Inside The Unique World of Value Creation Whitepaper
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A Look Inside The Unique World of Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..
A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Download the sample case study to use with business owner clients or in wor..
Access My Courses
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Access My Courses

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Best-In-Class Whitepaper
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Best-In-Class Whitepaper

At Exit Planning Institute® (EPI), being best-in-class is a deliberate choi..
Beyond CEPA Roadmap
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Beyond CEPA Roadmap

The Beyond CEPA Roadmap is designed to provide Certified Exit PlanningAdvis..
Business Attractiveness Scorecard
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Business Attractiveness Scorecard

See how ready an owner is and what steps they should take first when prepar..
Case Study: A Framework To Build Value In Your Business
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Case Study: A Framework To Build Value In Your Business

A Case Study on how to apply the Value Acceleration Methodology in your bus..
Case Study: CEPA and CPAs
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Case Study: CEPA and CPAs

Learn how CEPA, Stacy Kuxhausen is utilizing her exit planning expertise in..
Case Study: CEPA and EOS
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Case Study: CEPA and EOS

Learn how CEPA, Renee Russo, is utilizing her exit planning expertise in he..
Case Study: CEPA and M&A
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Case Study: CEPA and M&A

Learn how CEPA, Rick Krebs, is utilizing his exit planning expertise in his..
Case Study: How to Strategically Build Transferrable Value
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Case Study: How to Strategically Build Transferrable Value

Learn how the Five Stages of Value Maturity impact the growth and ultimate ..
Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm
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Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Learn how a CEPA with a national wealth management firm is utilizing their ..
Case Study: Human Capital, The Exit Planning Institute
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Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.
Case Study: The Value of Transitioning a Business to its Employees
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Case Study: The Value of Transitioning a Business to its Employees

A case study to help owner's determine the best course of action for their ..
Case Study: The Value of Transitioning a Business to its Employees
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Case Study: The Value of Transitioning a Business to its Employees

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..
Case Study: Value Acceleration
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Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..
CEPA Development Scorecard
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CEPA Development Scorecard

Track your progress and growth by completing the CEPA Development Scorecard..
CEPA: 2024 APR | Online
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CEPA: 2024 APR | Online

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CEPA: 2024 AUG | Online
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CEPA: 2024 AUG | Online

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CEPA: 2024 FEB | Online
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CEPA: 2024 FEB | Online

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CEPA: 2024 JAN | Online
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CEPA: 2024 JAN | Online

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CEPA: 2024 JUL | Online
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CEPA: 2024 JUN | Online

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CEPA: 2024 MAR | Online
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CEPA: 2024 MAR | Online

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CEPA: 2024 MAY | Online

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CEPA: 2024 OCT | Online
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CEPA: 2024 OCT | Online

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CEPA: 2024 SEP | Online
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CEPA: 2024 SEP | Online

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Chapter Logos
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Chapter Logos

Download your Chapter's logo to use in marketing or business development in..
Confidential Estate Planning Form
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Confidential Estate Planning Form

Use this document as a template for Confidential Estate Planning for your c..
Decentralizing the Business Owner
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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..
Decentralizing the Business Owner
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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..
Email Marketing Templates
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Email Marketing Templates

Sample templated emails to begin to educate owners and advisors and build y..
EPI Chapter President Circle Meeting Notes
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EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..
Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners
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Case Study

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

When deciding to exit their business, an owner has several internal and ext..
First Steps
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First Steps

The first steps after earning your CEPA designation.
Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity
Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity
From Successful to Significant
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From Successful to Significant

The framework for a high value business transition.
From Successful to Significant Whitepaper
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From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..
Infographic: Beyond CEPA Path
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Infographic: Beyond CEPA Path

The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..
Infographic: Decentralizing the Business Owner
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Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..
Infographic: Five Stages of Value Maturity
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Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..
Infographic: The 5 D's
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Infographic: The 5 D's

Educate an owner on the ways they may be forced out of their business due t..
Infographic: Who Has a Seat at the Table
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Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..
Issue One: The Annual Exit Magazine
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Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..
Know Your Gaps
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Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..
Phase 1 Stage 1: The Value Maturity Index - Identifying Value
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Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..
Sample Personal Contingency Plan
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Sample Personal Contingency Plan

A template for putting a contingency plan in place.
The Impact of Unplanned Consequences on Business Value Whitepaper
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The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..
The Value Acceleration Methodology
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The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..
Top Questions To Ask Your Business Owner's Advisors
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Top Questions To Ask Your Business Owner's Advisors

A detailed list of questions to ask your business owner's advisors written ..

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