We Now Have The Certified Exit Planning Institute Designation

Oct 26, 2022 | Firm Updates

We are excited to announce our Certified Exit Planning Advisor (CEPA) designation!

As Hutchinson Family Offices has grown to serve our business owner community, we are excited to let you know we now have value-added solutions through the Certified Exit Planning Institute. Sherry Campbell successfully became a CEPA in September 2022!

With a CEPA designation expert, the Hutchinson Family Offices team can now offer value enhancement solutions to business owners looking to transition their business to a new owner in the next 1-5 years. 

 Business owners working with a Certified Exit Planning Advisor will benefit from our expertise in maximizing business value, planning life after business, and working through tax reduction strategies. We also work with clients and their trusted network of advisors to build a strategic framework for executing an exit with a holistic approach and creating a financial foundation with pre-transaction planning.

As business departure nears, our team will ensure tax and estate planning are taken care of, along with listening to each person’s unique financial goals to allocate assets.

 For more information regarding CEPA and the institute, click here. 

 Our team is excited to now offer this specialty expertise to our current and new clients! And congratulations to Sherry on her newest credential.

Work with the right Family Office to Optimize Your Exit Strategy

As you prepare for exiting your business, working with a family office can help you plan for financial freedom.  Our team can help you maximize business value, create your ideal life after business planning, and develop tax reduction strategies. 

At Hutchinson Family Offices, our team is dedicated to providing a collaborative boutique service for our clients. If you are preparing to sell your business and want to do so as confidently and securely as possible, contact us today to learn more about how we can help you. 

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With our 15 minute phone consultation, we will get to know you, your family, and goals to see if your family is a good fit for our specialized advisors.