Exit Planning Institute - Find a CEPA

I serve a select group of successful business owners and professionals, many of whom aspire to a work-optional lifestyle. Using an established process, I help put the pieces of your puzzle together by understanding what matters most to you, building personalized strategies to reach your goals and cultivating a genuine relationship that supports you throughout life's journey.

I'm proud to be a limited partner at Edward Jones since 2019 and hold the AAMS® designation through the College for Financial Planning®.

I'm actively involved in local causes like the Schoolhouse Children's Museum where I am a board member, the Alzheimer's Association, Marine Corps Toys for Tots, and the Palm Beach County Food Bank. I've also served in leadership and advisory roles supporting the Boynton Beach community.

I live west of Boynton Beach with my wife, Kelli, and a Westie named Lily. We have two children, Adena and Ryan, and two grandsons, Perry and Myles.

Our office team is led by Tara Barnes — a Boca-Delray native dedicated to providing personalized service aligned with your unique financial goals. She currently lives in Lantana and has two wonderful daughters.

If you're ready to explore whether we're the right fit for your journey, please reach out via phone or email. We'd love to walk the road with you.

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I'm proud to be a limited partner at Edward Jones since 2019 and hold the AAMS® designation through the College for Financial Planning®.

I live west of Boynton Beach with my wife, Kelli, and a Westie named Lily. We have two children, Adena and Ryan, and two grandsons, Perry and Myles.

If you're ready to explore whether we're the right fit for your journey, please reach out via phone or email. We'd love to walk the road with you.

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120-Day CEPA Playbook: Download the Playbook

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2025 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

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

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Confidential Estate Planning Form

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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..

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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..

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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

The framework for a high value business transition.

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From Successful to Significant Whitepaper

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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

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

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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..

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Issue One: The Annual Exit Magazine

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

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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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Sample Personal Contingency Plan

A template for putting a contingency plan in place.

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The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..

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The Value Acceleration Methodology

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WYN YELIN

WYN YELIN

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report

2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

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

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

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Case Study: Human Capital, The Exit Planning Institute

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

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

Case Study: Value Acceleration

CEPA Development 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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