Exit Planning & Value Acceleration
Certified advisors helping MSP owners build maximum transferable value and navigate the path to a successful transition.
Paul Cissel and Kevin Bozung are both Certified Exit Planning Advisors (CEPAs) through the Exit Planning Institute.
"Exit Planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital."
- Christopher M. Snider, Walking to Destiny
Value Acceleration Methodology
Discover→Prepare→Decide
- Discover: Business valuation and personal, financial, and business assessments.
- Prepare: Personal and financial planning, business action improvements, and de-risking.
- Decide: Grow or exit, then execute the selected transaction program.
Roles & Responsibilities
| Role | Primary Responsibility |
|---|---|
| Owner | Sets personal goals, timelines, and decision criteria. |
| Exit Planning Advisor | Coordinates process, sequencing, and value acceleration priorities. |
| CPA | Normalizes financials, tax planning, and earnings quality readiness. |
| Attorney | Legal structure, compliance, contracts, and transaction protection. |
| Financial Planner / Wealth Advisor | Post-transaction planning, liquidity design, and personal financial strategy. |