The services of our members
While we have many specialists and professionals who are exceptionally equipped to serve business owners and meet distinct needs, our membership can be boiled down to four broad categories:
Wealth Management
Our members are well equipped to meet business owners where they are and help them create a roadmap to where they want to be. As CEPA trusted advisors, they are specially equipped to help owners transition from ownership to the next phase of their lives.
Exit Coaching & Consulting
Our members have tremendous knowledge and experience to come alongside an owner who wishes to exit successfully and become their guide throughout the process. The goal is to maximize the value of the business.
Brokerage Services
Our members are tremendous assets to the owner who wants to take the final steps toward exiting successfully. Whether it is determining current value, going to market or finding the perfect buyer, our members are ready to help.
Ancillary Services
Many of our members don’t fit into the other categories, but are essential to the exit journey. They meet specific needs that an exiting owner may require to maximize the value of his/her business. These professionals include:
Marketing strategists
Legal & Insurance services
Real Estate experts
Fractional services
Employee benefits