CEPA is more than just exit planning for Business Owners

As an advisor, I have executed many personal plans for business owners. We would estimate the value of their business and made the assumption that they would sell their business at some time in the future. Once I became educated on the success rate of business transfers, I panicked when I learned that approximately 80% of those plans were going to fail given that only 20% of all privately held businesses ever sell. If I continued the approach I was taking, I was destined to fail my business owner clients. I realized then and there, it was my duty to educate business owners about a more solid approach. The CEPA program gave me the knowledge, process, and tools to help my clients realize their dreams and successfully transfer their businesses. 

What has me excited most about becoming a CEPA is that now I can apply tested methods and approaches to change the outcome for these owners. In fact, by working together and in a much more collaborative way with other professionals whom share this mission, we can offer a more holistic program that helps business owners maximize the value of their business and personal financial plans to the next level and be prepared for what adventure comes next after they exit their current company. If you are a business owner, talk to a CEPA and not just your CPA, Attorney, or Wealth Advisor. You will note the difference a CEPA can make. For those of you whom work with business owners and would like to learn more about CEPA, please feel free to reach out and connect with me or any other CEPA.