What is a Value Advisor?
As a Certified Exit Planning Advisor (CEPA), I help business owners proactively increase the value of their company—whether you plan to transition in 1 year or 10. Together, we’ll clarify your goals, strengthen your business, and create a plan that prepares you, your team, and your company for what’s next.
Is Your Business Ready for What’s Next?
Most owners wait too long to plan for a transition—and leave value on the table. My Value Advisor services are designed to help you:
- Maximize the value of your business today
- Identify and close key operational gaps
- Align your team around a future-focused strategy
- Prepare for a successful transition—on your terms
Whether you’re looking to sell, pass the business on, or simply strengthen it for the long haul, this process creates clarity and momentum.
What You Can Expect
We’ll work together in a structured process that balances big-picture strategy with practical action. You’ll get:
- A customized Value Acceleration Plan
- A clear assessment of where your business stands today
- Actionable steps to increase enterprise value
- Coaching and guidance to keep your team aligned and accountable
- Insights from both a CEPA and an experienced fractional Integrator
This isn’t just theory—it’s execution, grounded in real-world experience.
Why Incite?
As a seasoned fractional Integrator, I’ve worked alongside leadership teams to drive change from the inside. That experience, paired with the CEPA framework, means I understand how to guide both the planning and the doing.
I bring tools, structure, and accountability—helping you create a business that’s more valuable, more scalable, and more ready for the future.
Ready to Talk?
Let’s have a conversation about where your business is today—and where you want it to go.
