Successfully enhance the value of your business through proper planning

According to the Exit Planning Institute, 50% of exits are not voluntary; therefore, it is vital to have an exit planning strategy in place. Our Exit Planning advisors will work with you to enhance the value of your business to ensure a successful business transition. By utilizing an exit planning strategy, you will increase your business’s marketability and value.

Certified Exit Planning Advisor (CEPA) Certification

The exit planning certification was developed specifically for privately held companies. Through a rigorous education and training program created by the Exit Planning Institute, our advisors are well-versed and knowledgeable on the exit planning process.  According to the Exit Planning Institute, the exit planning process focuses on value growth and aligning business, personal and financial goals. Our team will provide a unique service to you designed to enhance your business’s value. The CEPA is not a credential, it is a solution.

Exit Planning Preparation Checklist: 

  • Are you educated on the process of transitioning your business?
  • Are your personal, financial and business goals aligned?
  • Have you established a transition advisory team?
  • Have you completed a strategic analysis?
  • Have you completed a written transition plan?

Key Benefits of the Exit Planning Process:

  • Creates a roadmap to success
  • Provides owner key deliverables and metrics
  • Creates an increase in value by connecting daily activities to value
  • Driver of organizational behavior
  • Decreases potential risks to business
  • Prioritization on owner and family wealth
  • Inter-generational and employee development, transition and measurement tool

Exit Planning Team

Michael Pappas Director Headshot Michael Pappas CPA, CEPA · Director
Association of Internal Certified Professional AccountantsCPA Associates InternationalSmart Business World Class Customer Service AwardBusiness LongevityInside Public Accounting Top 300 FirmsMember of Exit Planning InstituteNC99 Logo