Why Business Owners Utilize
Certified Exit Planning Advisors (CEPAs)!
A CEPA aligns the Business, Financial and Personal goals to the actual business strategy, working alongside the owner and a full resource team. They can be business brokers, M&A advisors, wealth managers, CPAs, Estate planners, and value builders.
A CEPA engagement is done in 90-day sprints, and includes discovery, protection and decision phases.
90 Day Sprints
Towards your exit journey!