Three Certified Exit Planning Advisors Receives Excellence in Exit Planning Awards at The Exit Planning Summit
SCOTTSDALE, AZ, May 13, 2022 /24-7PressRelease/ — Exit Planning Institute (EPI), a leader in the field of exit planning education, presented their 2022 Excellence in Exit Planning awards to three Certified Exit Planning Advisors (CEPAs) at The Exit Planning Summit 2022. This year’s award winners included Justin Goodbread, Shina Culberson, and Julie Keyes.
Justin Goodbread received the Peter Christman Exit Planner of the Year award. Named after the co-founder of EPI, this award is the highest honor offered in the exit planning industry and is given to a CEPA who makes significant contributions to the industry and exemplifies the core values and characteristics of EPI and the CEPA credential while making a uniquely significant impact on the larger exit planning profession on a local, regional, national, and/or international scale. Goodbread is a published author and well-respected resource in financial planning and value growth. In 2009, he founded the boutique financial planning firm, Heritage Investors, which was recently acquired by a national organization. In 2016, he launched Financially Simply™ – an educational portal featuring a financial blog, podcast, and video resources – to simplify the complexity of finance for small business owners. His second book, “Your Baby’s Ugly” teaches readers how to assess the sellable value of their company with the goal of growing its long-term value. He currently works as chief strategy officer at WealthSource Partners, a national financial planning firm headquartered in San Luis Obispo, California.
Shina Culberson received the Member of the Year award, which is presented to a CEPA who has made significant contributions to the EPI community of advisors and the overall exit planning profession. As vice president of the Rocky Mountain Chapter of EPI, Culberson was instrumental in not only sustaining membership engagement through the disruption of COVID-19, but also growing the chapter and expanding it geographically to include more members outside the Denver metropolitan area. She also contributes her talents to EPI as a faculty member of the CEPA credential program, a content contributor, and as committee chair for partner relations for the Colorado State of Owner Readiness research. Culberson serves as president of Quist Valuation, a 35-year-old business valuation firm located in Boulder, Colorado.
Julie Keyes received the Thought Leader of the Year award, presented to a CEPA who has successfully trail blazed a first-of-its-kind project, initiative, or practice which has made a significant contribution to the exit planning profession and the overall community. Keyes is President Emeritus of the Twin Cities Metro Area Chapter of EPI (2016-2020) and a faculty member of the CEPA credential program. As a published author and a host of the successful Poised for Exit podcast, she travels across the country sharing her exit planning expertise with groups of business owners and professional advisors. Keyes is the founder and owner of KeyeStrategies, LLC, located in Minneapolis, where she works with business owners to help them understand and maximize their exit and critical transition options.
“Excellence in Exit Planning award winners were nominated by their peers in recognition of the significant contributions they’ve made in the exit planning industry,” said Scott Snider, president of Exit Planning Institute. “I am proud and honored to recognize these outstanding professionals and share their inspiring stories with other owners and advisors.”
About The Exit Planning Summit
After a two-year hiatus, this year’s Exit Planning Summit was the largest-ever conference focused on exit planning. It brought together hundreds of professionals who work with and guide small to lower middle market business owners, including financial advisors, CPAs, business consultants, investment bankers and others for two and half days of inspirational talks, educational sessions, and networking opportunities.
About Exit Planning Institute
Exit Planning institute (EPI) was formed in 2005 to serve the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org or follow us on LinkedIn.
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