Professional collaboration is key to your success. Your CPA, financial advisor, attorney, banker, insurance professional, and other trusted advisors each have an important roll to play in your business. Too often however, these professionals operate with little or no professional corrdination creating lost opportunities for business owners.
A CEPA is a professional quarterback and coordinates each professional skill to your advantage.
Exit planning should be a community, not a competition. Collaboration amongst advisors and partners is critical when helping a business owner build transferable value while aligning their business, personal, and financial goals. CEPAs are united around one core methodology and process. They believe in one organizing principle and they share common goals. It is not a “one tool fits all” marketplace or solution.
Good exit planning allows for the integration of many.Through these collaborative and industry-leading partners, CEPAs are able to effectively execute Value Acceleration with their business owner clients and drive results. These partners, a part of our Exit Solutions Marketplace, provide CEPAs with delivery and assessment tactics and tools, project and engagement management systems, marketing solutions and strategic advice, revenue generating opportunities, educational platforms, and content, and a set of unique expertise to effectively engage and help business owners in exit planning. Through this powerful community, CEPAs are changing the outcomes for business owners.
Dan Matheson, CEPA, CLU, RICP
K2's founding board member
Dan Matheson is honored to be part of the most accepted and endorsed exit planning program in the world. He is proud to be one of only three CEPAs in Utah and the only CEPA in Utah with the additional credientials of CLU, and RICP providing his clients with an unmatched perspective.