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

Through the CEPA framework, Adam helps owners holistically plan for life beyond their business while building significant value within it. His approach goes beyond transactions by inspiring change, challenging the status quo, and organizing complexity into clear, actionable strategies.

Adam’s purpose is to support great people with great ideas and always put people first. He guides owners with clarity and care so they can transition successfully, achieve lasting impact, and thrive in both business and life.