The Managing Director of Value Growth Partners, a successful business growth, succession, and transition advisory firm, Mark O’Brien, MBA, CMAA®, CEPA® has added another high-level accreditation to his name and business. O’Brien can add the title certified business transition expert to his name after successfully completed the rigorous course requirements to become a Certified Exit Planning Advisor (CEPA®), as certified by the renowned Exit Planning Institute.
As a CEPA®, Mark is now certified to lead business owners in the strategic process of successful business succession, transition, and exit planning. This includes advising clients on the program’s key principles of:
1) Maximizing business value and transition-risk mitigation
2) Personal financial planning and personal-risk minimization
3) Life after business planning and happiness maximization.
“I have been blessed to know such wonderful mentors like Peter Christman, Richard Jackim, and Chris Snyder in the field of exit (succession and transition) planning,” said Mark O’Brien. “These experts have been very supportive in my goal to become a Certified Exit Planning Advisor. I am thrilled to have learned and worked with them to be certified and I look forward to continuing to assist business owners with executing successful succession and transition strategies.”
The CEPA® process emphasizes that a good exit strategy is a good business strategy. It is about building, harvesting, and preserving family wealth for generations to come and integrating best-in-class business practices into daily operations.
To qualify initially for the CEPA® program, an exit planning advisor must have already finished a bachelor’s degree from a college or university, and have worked 5+ years full-time working directly with business owners as a financial advisor, attorney, CPA, business broker, investment banker, commercial lender, valuation advisor, estate planner, insurance professional, business consultant or similar professional capacity.
Mark supports business owners with realizing their value potential, achieving life goals, and fulfilling dreams by supporting growth, transition, & succession plans that assist with Getting-2-Next©. If you are looking for a certified business transition expert contact Mark O’Brien and Value Growth Partners today.