• Ep. 42 - What is a CEPA?

  • Dec 12 2024
  • Length: 21 mins
  • Podcast

Ep. 42 - What is a CEPA?

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  • Summary

  • In this episode of Selling the Dream, Doug Howard and Kathi Fleck discuss the critical importance of succession planning for business owners. They explore the CEPA certification, the philosophy behind exit planning, and the financial aspects that influence business value. The conversation emphasizes the need for business owners to understand their financial needs and the importance of planning well in advance for a successful transition. They also touch on the challenges of identifying sellable businesses and the role of time in the succession planning process.
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