The exit planning profession is made up of a variety of advisors, specialists, software providers, and educators who work to provide business owners with the best possible exit from their business. As the authority on exit planning, Exit Planning Institute works with many of these industry experts.
We are excited to announce our new Strategic Partnership Program to highlight some of the best-in-class industry providers to our expanding network of Certified Exit Planning Advisors® (CEPAs).
Learn more about our first four Strategic Partners, CBRE, FocusCFO, Private Risk Partners LLC, and Trainual below!
Historically, Exit Planning Institute partnerships have been built around the Exit Planning Summit, offering a platform for partners to engage with hundreds of exit planning professionals once a year. While this event has blossomed into the largest in-person exit planning event in the United States, we have long felt there was an opportunity for more.
Using the Summit as the cornerstone, the Strategic Partnership Program offers a year-long engagement opportunity that provides a platform for partners to interact directly with the EPI community and supplements those engagements with a consistent, integrated content-sharing and branding strategy. Positioned as a preferred partner of EPI, CEPAs and non-CEPAs should feel confident leaning into these partners as complementary, value-added offerings to their practices and business owner clients.
Josh Koza, our Manager of Strategic Relationships, shares, “For me, the beauty of this program is the chance to build meaningful, significant relationships while fostering that same opportunity for the EPI community – partners and advisors alike. Exit planning is not a one-size-fits-all for every advisor, nor is the exit planning ecosystem and one-solution-fits-all marketplace. I hope that this program provides advisors with a clearer understanding of the tools, resources, and education they can lean on to build a more successful, and significant, practice.”
CBRE’s core focus is helping business owners maximize the value of their commercial real estate assets, especially when they’re at the cusp of significant transitions like selling their business. Over the years, CBRE developed a platform that ensures business owners not only protect their hard-earned wealth but also understand the real estate landscape to make informed decisions. In a business sale owners will either have to lease or sell their existing property or complete a 1031 exchange, all of which the CBRE team assists with. Even for the experienced investor, the 1031 exchange process can be an incredibly stressful endeavor. CBRE is there to guide, educate, and shoulder the challenges of the 1031 exchange ensuring it results in a smooth and successful transition. Their purpose is to ensure every business owner, no matter their level of experience, has a trusted advisor to safeguard their assets and future.
FocusCFO is a rapidly growing, national leader in Embedded Fractional CFO services. Founded in 2001, FocusCFO was an early industry pioneer. Their mission statement is: “Helping entrepreneurs build sustainable, transferrable business value.” They provide CFO services on a fractional basis, meaning clients get all the advantages of a full-time CFO on terms that are flexible and affordable, working under a recurring schedule that fits within their budget. With a CFO on the management team, the entrepreneur is free to focus on what they do best: building great products and services and growing revenue.
Brad Barros of Private Risk Partners LLC has a background in working with national law firms to develop curated solutions that help successful entrepreneurs pay less tax while reducing risk as they grow their businesses. He began this work in the late 90s in the hedge fund industry, helping fund managers keep higher levels of their profits. That work extended to a wide range of clients, from real estate operators and private equity founders to musicians with catalog sales, and athletes with endorsement contracts.
Trainual is an onboarding and training software where business owners can centralize training documentation and systemize operations, ensuring a consistent experience for employees. It creates a tangible asset and operations manual that can be sold without the owner. Trainual provides peace of mind for business owners by creating a business that does not rely on them. It is knowledge insurance that everything is in one place so the business could run without the owner.
Are you interested in becoming a Strategic Partner? Contact our Manager of Strategic Relationships, Josh Koza, for more information!