04/21/2026
Exciting news!
Betsy recently earned her CEPA® (Certified Exit Planning Advisor) credential from the Exit Planning Institute, adding a powerful new lens to her work with owners, successors, and investors.
While most CEPA professionals focus on the transaction and financial design of the exit, Betsy’s role is different. She brings a coaching-centered approach to exit planning that focuses on the people behind the business as much as the transaction itself.
• Reducing owner‑dependence by developing successors and leadership teams inside portfolio and founder‑led companies
• Aligning owner, successor, and investor goals so the strategy on paper matches the careers and lives people actually want on the other side of the deal
• Helping leaders at every level navigate the mindset, energy, and behavior shifts required for a successful handoff
If you are a business owner, successor, or investor facing a major transition or exit, or if you’re already in the middle of it, Betsy’s CEPA plus coaching approach was built for you.