At Impact Ventures International LLC (IVI), we have always been committed to providing business owners with the highest level of strategic exit planning and value enhancement services. Today, we are thrilled to announce a major milestone in our journey—our office has officially earned CEPA (Certified Exit Planning Advisor) certification from the Exit Planning Institute (EPI).
This prestigious accreditation places us among an elite group of only 2,000 CEPA-certified offices worldwide, solidifying our position as a leader in exit planning.
This achievement is a testament to our unwavering dedication to helping business owners protect, grow, and successfully transition their businesses.
A special congratulations to Kelly Grandmaison for leading this initiative and ensuring that our office meets the rigorous standards set by the Exit Planning Institute. Kelly’s expertise and leadership have allowed us to reach a whole new level in our specialization, giving our clients access to an expanded network, enhanced methodologies, and over 200 new resources that will directly impact their business success.
What Does CEPA Certification Mean for Our Clients?
The CEPA certification is more than just a credential—it represents a comprehensive approach to exit planning, integrating business strategy, personal financial planning, and market readiness. This means that as a CEPA-certified firm, we now bring:
Proven Value Acceleration Methodology™ – A structured, results-driven process that enhances business value, mitigates risks, and maximizes owner wealth.
A Holistic Exit Strategy – We don’t just help you sell your business; we ensure that your personal, financial, and business goals align for a seamless transition.
A Nationwide and Global Network – As part of the CEPA community, we now have access to top-tier financial, legal, and investment professionals, giving our clients an unparalleled advantage in planning their exit.
Exclusive Tools & Resources – Over 200 proprietary resources designed to help business owners navigate the complexities of exit planning, business valuation, and legacy building.
In-Depth Exit Options Analysis – Whether you are considering a third-party sale, an ESOP, a private equity transaction, or passing your business to the next generation, we provide a data-driven, customized approach to help you make the right choice.
Building on the Success of VentureMAX360
For years, our VentureMAX360 program has been the gold standard in helping business owners streamline operations, optimize financials, and prepare for growth. Now, with CEPA certification, we take it to the next level—ensuring that businesses are not only successful in the present but also positioned for a profitable and strategic exit in the future.
With this new accreditation, our clients can expect:
A structured, step-by-step process to ensure their business is always ready, attractive, and transferable at any time.
Advanced financial planning that integrates tax strategies, estate planning, and wealth preservation.
Risk mitigation strategies that protect against common business transition pitfalls.
Exit strategies tailored to market conditions, ensuring maximum valuation and the best possible deal terms.
Why Exit Planning Matters Now More Than Ever
The landscape for business owners is changing rapidly. Nearly 80% of business owners have 80-90% of their wealth trapped in their businesses, yet most have no formal plan for transitioning when the time comes. Without a clear exit strategy, many risk leaving significant money on the table or, worse, being unable to sell their business at all.
Only 20-30% of businesses that go to market actually sell. As a CEPA-certified firm, our goal is to change that statistic by ensuring that every business we work with is positioned for a successful and lucrative transition.
Thank You for Trusting Us
This certification is not just a milestone for our firm—it’s a promise to our clients that we are committed to delivering the highest level of exit planning expertise available.
We invite you to schedule a consultation with our team to discuss how our CEPA-driven strategies can help you:
✔ Increase your business valuation
✔ Protect your financial future
✔ Develop a customized exit strategy✔ Ensure a smooth transition for you and your team
We are excited for this new chapter and look forward to helping business owners maximize their value, optimize their exit, and secure their legacy.
Here’s to building value, unlocking wealth, and creating a future of endless possibilities. 🚀