Mark Osborne explains how the CEPA credential gives advisors a shared language to work together. He covers improving marketing and sales systems to reduce buyer risk, strengthening structural capital, coordinating with tax and wealth advisors, and focusing on EBITDA to build exit value.
And like you, I also carry that CEPA designation. And the thing that I love about it is it creates a shared language. And, you know, I know, you know, an embarrassingly small amount about, you know, wealth advisory. I use experts like yourself. Yeah. And similar to sort of the tax implications of selling a business, I know enough to be dangerous. And then I use experts that, you know, know how to mitigate those risks. But I can come in specifically through the lens of improving marketing and sales systems that de-risk the business for a buyer, that improve the, you know, sort of the structural capital to make sure that it'll continue to run and be successful, maybe achieve some growth if they haven't quite built the value that they want in their business. But— and can dovetail really easily with those tax advisors, with those wealth advisors, so that we're all operating from the same perspective with EBITDA in mind.
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