CEPA stands for Certified Exit Planning Advisor, a credential offered by the Exit Planning Institute. The curriculum covers exit planning concepts and, more importantly for our conversations, how a business owner's business goals, personal goals, and financial goals either align or quietly pull against one another.
In coaching, that education shows up as context. When we talk about an ownership transition, bringing in leadership, or stepping back from day-to-day operations, I understand the terrain — including the part most planning processes skip: whether you are personally ready, and what you imagine your life looking like on the other side of it.
To be clear about scope: I do not perform business valuations and I do not provide financial, tax, legal, or investment advice. Those belong with your advisors. My work is the human side of the decision.
And you do not need to be selling anything to be here. Most people who reach out are simply leading something demanding.