If you are business owner and are curious about planning for a successful transition away from your business, we can help.
The Raleigh-Durham (RDU) chapter of the The Exit Planning Institute (EPI) is dedicated to helping owners transition away from their business successfully to their next stage of life. We are Certified Exit Planning Advisors (CEPA) who have been trained and have dedicated years honing our craft to help owners with this often unfamiliar journey. We invite you to reach out to us using the form below and one of our leadership team members will be in touch with you to see how we can help you achieve your goals.