• Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
Summit Insights
Dec, 23

FocusCFO Begins a Strategic Partnership with Exit Planning Institute


FocusCFO is proud to be a founding member of Exit Planning Institute's Strategic Partnerships. 

"The exit planning profession is comprised 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...

What is a Strategic Partner?

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. My hope is 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.”

How would a Certified Exit Planning Advisor (CEPA) engage FocusCFO?

FocusCFO shares, “Value growth and exit planning have always been core to our work with clients, as well as building or working within a team of trusted advisors for the benefit of each client. Working with other CEPAs, as part of that advisor team, is both natural and value-added to our mutual clients as we all speak the same language, share a common methodology, and recognize the value of collaboration. As such, we seek to build greater breadth and depth in our relationships with all CEPA-credentialed advisors.”    

Read the full announcement on Exit Planning Institute's blog or discover how you can partner with FocusCFO for the mutual benefit of clients.