Why Work with a CEPA^®

A Certified Exit Planning Advisor (CEPA^®) is a professional who specializes in helping business owners develop and execute a plan to maximize the value of their business and to exit their business successfully. CEPA^®s bring together a team of professionals to help with the planning process and work to maximize the value of the business before the exit. Working with a CEPA^® can help business owners navigate the complex and emotional process of exiting their business and harvesting its wealth.

Choosing to work with a CEPA^® can help in many facets of exiting a business, including:

• Saving time in the exit process.
• Maximizing the value of the business before the sale.
• Identifying financial issues and addressing them.
• Creating a team of professionals to work on the plan.
• Deciding to sell or liquidate and close the business.
• Finding a buyer or facilitating transfer within the family.
• Negotiating the terms of the sale.
• Positioning the business to be sold in good standing.
• Reducing risk in the process.
• Managing the proceeds from the sale.
• Estate and tax planning.
• Ongoing support after the sale.