As a CPA and Certified Exit Planning Advisor (CEPA), Ann Kaplan is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

I enjoy working with individuals and business owners, providing solutions that add value and help drive their continued success. My specialty areas include tax strategies and planning, financial reporting, succession and exit planning, systems and process optimization, and transaction consulting for individuals and closely-held businesses.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.