Why Choose a Certified Exit Planning Advisor (CEPA)

What the CEPA credential is, why certification matters when you choose an exit planner, and the questions to ask before hiring one.

Certified Exit Planning Advisory Meets Strategic Bookkeeping

Exit planning and bookkeeping are connected because a buyer pays for earnings they can verify. A Certified Exit Planning Advisor (CEPA) helps an owner build the value of the business and prepare to leave it. Strategic bookkeeping supplies the accurate, well-organized financial records that prove that value to a buyer, a lender, or a successor. […]

How to Know What Your Business Is Worth

A business is worth what a buyer will pay, which is usually a multiple of its earnings adjusted for risk. To estimate value, calculate normalized earnings, apply a multiple typical for your industry and size, and adjust for factors such as customer concentration and dependence on the owner. Jacqueline Oberst is a Certified Exit Planning […]