A Certified Exit Planning Advisor (CEPA®) is a professional trained to guide business owners through the complexities of transitioning out of their business. Whether you’re selling, transferring ownership, or planning for succession, a CEPA® brings a holistic approach to the process, ensuring that every aspect of the transition—financial, operational, and emotional—is thoughtfully addressed.
CEPAs are equipped to help maximize the value of your business, minimize risks, and ensure that your transition aligns with your personal and financial goals. Magda Salgado will collaborate with a team of experts, including attorneys, accountants, and our Raymond James investment bankers, to create a comprehensive exit strategy tailored to your unique situation. Working with a CEPA® provides you confidence, that your life’s work is handled with care and precision, setting you up for a successful next chapter.
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