The strength and depth of our team - How we are prepared to help you
The earlier a business owner undertakes the thoughtful preparation and planning of potential exit scenarios, the better the outcome can be, even if it is many years in the future. A liquidity event of any kind is a complex matter that involves a full range of personal, business, wealth management and family concerns. Preparation and planning are essential to the successful execution of a major liquidity event.
What is exit planning?
Exit planning is a multidisciplinary process helping business owners with the orderly transition of the management and ownership of their companies. Profitability and tax considerations are the key factors in exit plans. It's the most important decision an owner will make with their business, yet few owners know the value of their largest asset or have a plan to exit the business.
About the Certified Exit Planning Advisor (CEPA) program
The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, handling the alignment of the three legs of the stool (business, personal and financial), which is executed through a process called the Value Acceleration Methodology. Using an executive MBA-style format, the program includes a combination of lectures, group discussions, case studies and individual exercises to introduce participants to these concepts and to reinforce skills.
