Exit Planning Institute - Find a CEPA

Trevor Strudley has three decades’ experience in technology: high-tech, clean-tech and biotech. He spent two decades launching new technology products and companies, internationally and domestically, from small startups to large multi-national corporations. After the excitement of pre-IPOs, IPOs and private equity investing, he became a partner in his wife’s private wealth management firm, focused on making work optional for Silicon Valley technology executives and their families. Heather Stiles and Trevor Strudley have proudly affiliated with Raymond James Financial Services since 1992.

Trevor is a CERTIFIED FINANCIAL PLANNER® professional, with extensive experience in financial planning, retirement planning, asset management, risk management, estate planning and philanthropic planning. Trevor holds a Master of Science degree in Information Technology and a Master of Business Administration degree in General Management, both from universities in the United Kingdom.

Trevor Strudley is one of the first professionals in the Santa Cruz and Monterey Bay area to hold the Certified Exit Planning Advisor (CEPA®) designation. Trevor is also an inaugural member of the Raymond James Business Owner Planning Working Group. This allows him to offer a comprehensive perspective to business owners and help them plan every aspect of their personal finances.

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TREVOR STRUDLEY

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Confidential Estate Planning Form

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

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From Successful to Significant

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Issue One: The Annual Exit Magazine

Know Your Gaps

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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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