Helping Business Owners Build Value and Live Their Ideal Vision of Tomorrow
Mitlin Financial is proud to announce that our founder and wealth advisor, Lawrence “Larry” Sprung has earned the Certified Exit Planning Advisor® (CEPA) designation.
This significant credential deepens Larry’s ability to help business owners align their personal, financial, and business goals ensuring they transition their companies on their own terms while crafting a life that aligns with their vision of an ideal tomorrow.
At Mitlin, we have long believed in building a life centered around JOY and now, through CEPA® and the Value Acceleration Methodology™ Larry is even more equipped to guide business owners through one of the most critical stages of their professional journey: preparing for and executing a successful exit.
Why Exit Planning Matters
According to research from the Exit Planning Institute, 76% of business owners who have sold their companies “profoundly regret” the decision within a year.* That regret stems from a failure to align their business exit with personal goals, lifestyle needs, and long-term financial planning.
Exit planning isn’t about leaving your business tomorrow. It’s about growing the business’ value today while keeping your personal and financial well-being front and center. Exit planning is about preparing for your ideal version of tomorrow while building a better business now.
What is a CEPA®?
The Certified Exit Planning Advisor® (CEPA) designation is earned by advisors who are trained to help business owners design and execute successful exit strategies balancing business value, personal goals, and financial readiness. These strategies are not cookie-cutter “exit plans.”
Instead, they are personalized, actionable roadmaps that:
- Increase business value
- Support the owner’s personal financial plan
- Keep the owner’s lifestyle goals at the forefront
- Provide multiple transition options based on timing and readiness
With the CEPA® designation, Larry helps business owners explore the full range of options so the transition strategy supports their goals, their timeline, and the future they want to build. And with access to a multi-disciplinary team of seasoned professionals, he brings a collaborative mindset.
Connecting Planning to JOY
At Mitlin, we are known for asking one powerful question: “What did you do today that brought you JOY?”®
That simple, disarming question is more than a tagline It’s a mindset woven into the way we plan, communicate, and guide the people we serve.
Exit planning, when done right, should be a JOYful process. It should leave business owners feeling empowered, not empty.
With the CEPA® designation, Larry has an even greater ability to help those Mitlin serves prepare to leave their businesses and step into the next chapter of their lives with purpose.
A Strategic Framework for the Future
The CEPA® process is rooted in the Value Acceleration Methodology™, a proven framework that focuses on growing value now while aligning all aspects of the owner’s life. Forget waiting for the perfect time to exit this methodology makes the timing irrelevant by helping you build a stronger business and life.
At Mitlin, we are excited to expand our capabilities to better serve entrepreneurs and established business owners alike through Larry’s latest credential.
If you are thinking about what’s next, or unsure how to begin planning, let’s start with what brings you JOY and build from there.
Reach out to start the conversation
* https://blog.exit-planning-institute.org/emotional-considerations-transitions
