Your Business is Your Legacy. Plan for the Exit You Deserve.
Most business owners have 80% of their net worth locked in their company.
As a CEPA®, I help you unlock that value by getting lean, increasing your valuation,
and exiting without a massive tax hit.
Why Work With a CEPA®?
A Certified Exit Planning Advisor (CEPA®) is more than a financial advisor—they are a transition specialist. While most advisors focus only on what happens after the check clears, we focus on the Value Acceleration Methodology™.
The Three Goals:
1. Maximize Business Value: We identify the “Value Drivers” that make your company more attractive to buyers.
2. Personal Financial Readiness: We ensure your post-exit life is fully funded.
3. Life After Business: We help you define your “Next Act” so you can transition with purpose.
The Three Pillars of a Secure Transition
Valuation & Gap Analysis
We start by finding your “Wealth Gap”—the difference between what your business is worth today and what you need it to be worth to fund your ideal lifestyle.
Increasing “Transferable Value”
Buyers don’t just buy profit; they buy systems. We help you reduce “Owner Dependency” and document processes so the business can thrive without you.
Tax-Efficient Deal Structuring
It’s not about what you sell for; it’s about what you keep. We explore strategies like QSBS (Section 1202) exclusions, Charitable Remainder Trusts, and SLATs to minimize capital gains.
Succession Options
Whether you are looking at a Third-Party Sale, an ESOP (Employee Stock Ownership Plan), or a Family Transition, we model every scenario to find your best fit.
Is Your Business Protected
from the Unexpected?
50% of business exits are involuntary, triggered by one of the “5 Ds”: Death, Disability, Divorce, Distress, or Disagreement. We build “Contingency Plans” into your strategy to ensure your family and employees are protected no matter what happens.
A Partner for the Warwick Valley Business Community.
As a board member of the Warwick Valley Chamber of Commerce, Kerim Tulun is deeply invested in the success of our local business owners. We combine national-level exit expertise with a deep understanding of the Hudson Valley economy.
