Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Tracy Johnson is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

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Tracy’s collaborative approach in working with leaders and leadership teams sets in motion the highest possible leadership environment. Tracy conveys complex principles to leaders in practical terms. As a result, leaders are able to implement ideas that effectively diminish drama and distraction and deliver increased results. Working with the InitiativeOne Proprietary Process for nearly 20 years, Tracy understands the leverage points that will push leaders beyond their comfort zone. She knows how to help leaders change behaviors and regain focus. She guides leaders to higher levels of strategic purpose through her expert knowledge of what drives individual performance first and subsequently what drives team performance. Tracy’s education and experience (BSN, RN and MBA) prepared her for a distinguished career in Healthcare. Today, she draws from 20 years of healthcare leadership experience when delivering and implementing the InitiativeOne Leadership Transformation processes with clients.

tjohnson@initiativeone.com

920.432.0268

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tjohnson@initiativeone.com

920.432.0268

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Advisor Type: Business Owner
Website:
https://InitiativeOne.com
Phone: 9204320268
City: Green Bay
State: Wisconsin
Postal Code: 54301
Country: United States
Designations:
Markets Served: National
Company Name: InitiativeOne
LinkedIn:
https://www.linkedin.com/in/tracyfelmerjohnson?utm_source=share_via&utm_content=profile&utm_medium=member_ios

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A Look Inside The Unique World of Value Creation Whitepaper

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Decentralizing the Business Owner

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Decentralizing the Business Owner

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Five Stages of Value Maturity Infographic

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TRACY JOHNSON

TRACY JOHNSON

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

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2023 National State of Owner Readiness Report

2024 Webinar Series

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5-4-3-2-1 Whitepaper

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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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Business Attractiveness Scorecard

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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

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