Wilfredo Dominguez Nunez

Running a business, or a career, is a full-time job. Financial planning shouldn't be a second one.

I work in two lanes, and both come down to the same thing: giving smart, busy people a partner they can trust with the details.

For BUSINESS OWNERS:

I help small and mid-size businesses build, upgrade, or fix their workplace retirement plans. That means:

— Modern plan technology employees actually want to use

— Strategies to boost participation and engagement across your workforce

— Plan design that's compliant, low-maintenance, and cost-effective

— Local, personal support (not a call center)

If your plan hasn't been reviewed in a few years, there's a good chance it's due. I'll tell you plainly if it's working or not.

For PROFESSIONALS and INDIVIDUALS:

I help people navigate career changes, layoffs, and life transitions with a clear plan instead of guesswork — breaking down the jargon so decisions feel confident, not overwhelming.

Two decades in science and technical leadership shape how I work: analytical, structured, no fluff. You could figure this out yourself, most of my clients are plenty capable of it, you just don't have the time, or would rather not spend it here. That's what I'm for.

Bilingual (EN/ES). Based in the Twin Cities. Let's talk about what's on your plate.

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120-Day CEPA Playbook: Download the Playbook

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2022 Colorado State of Owner Readiness Quick Look Brochure

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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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2024 Webinar Series

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2025 Webinar Series

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2026 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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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

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Best-In-Class Whitepaper

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Case Study: The Value of Transitioning a Business to its Employees

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Case Study: Value Acceleration

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Confidential Estate Planning Form

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Decentralizing the Business Owner

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Decentralizing the Business Owner

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EPI Chapter President Circle Meeting Notes

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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

The first steps after earning your CEPA designation.

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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

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From Successful to Significant

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From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

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Infographic: Beyond CEPA Path

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Infographic: Decentralizing the Business Owner

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Infographic: Five Stages of Value Maturity

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Infographic: The 5 D's

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Infographic: Who Has a Seat at the Table

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Issue One: The Annual Exit Magazine

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Know Your Gaps

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

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Sample Personal Contingency Plan

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The Impact of Unplanned Consequences on Business Value Whitepaper

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The Value Acceleration Methodology

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Purpose Statement

WILFREDO DOMINGUEZ NUNEZ