Case Study: Beyond the CEPA Credential –
How to Get Business Owners to Act
Discover how a structured, goal-based approach drives owner engagement, uncovers hidden value, and turns planning into action. Download the full case study to prepare for your Case Study Sessions on Tuesday, May 6.
Beyond the CEPA Credential: How to Get Business Owners to Act
Download and read this case study before the small group sessions on May 6. It explores how CEPAs can overcome the “failure to launch” by engaging owners early through a structured, goal-aligned approach.
Follow Jesse and Courtney Baumann’s journey as their advisor uses the Business Health & Value Assessment (BHVA) to uncover hidden value, align business and personal goals, and build a roadmap to financial independence.
Learn how to:
- Connect valuation to personal wealth planning
- Uncover latent value without increasing revenue
- Inspire owners to take action sooner
Make sure to read this before the interactive small group discussions on Tuesday, May 6.