10/08/2026
We're proud to congratulate Josh Montanez on earning his Certified Exit Planning Advisor (CEPA®) designation!
Many business owners spend a lifetime building a company, yet nearly 80% of their wealth remains tied to that business. The state of owner readiness study done by the Exit Planning Institute discovered a few key pieces:
• 75% of business owners today plan to exit their business in the next decade but only 20% of them have written transition plans.
• Of all recent business owner exits, 75% of all business owners profoundly regretted selling their business. This can be from loss of identity, unclear on next phase of life, unprepared financially, etc.
The CEPA designation equips Joshua with advanced training in helping business owners increase business value, prepare for future transitions, reduce risk, and align their personal, financial, and business goals.
This achievement reflects our commitment to serving business owners beyond traditional financial planning and helping them maximize the value of what is often their most important asset.
Congratulations, Josh, on this accomplishment and your continued dedication to helping business owners build stronger businesses and brighter futures!
