How Partnering with a Certified Exit Planning Advisor™ Helps

Business Owners Build Value and Plan for a Profitable Exit

• 99% of business owners believe having an exit plan is important both personally and for the business. 
• 79% have no written plan.
• 48% have done no planning at all.

As a business owner, you’ve poured time, energy, and dedication into growing your company into what it is today. But have you thought about what comes next? Whether you plan to sell, transition leadership, or pass your business to the next generation, exit planning is one of the most critical—and often overlooked—steps in securing your financial future and legacy.

Marigny deMauriac, a highly regarded financial planner and founder of deMAURIAC, is excited to announce her latest professional milestone: earning the Certified Exit Planning Advisor (CEPA™) designation. Awarded by the Exit Planning Institute, this designation places Marigny among an exclusive group of advisors who specialize in helping business owners prepare for successful transitions while maximizing the value of their businesses. With over a decade of experience in financial planning and a passion for empowering women founders, Marigny’s CEPA™ certification further enhances her ability to support clients in achieving their goals—not just at the point of exit, but in building sustainable value every day.

“The best time to start preparing for your business exit is years before you think you’re ready,” says Marigny. “My mission is to help business owners strengthen their operations, align their personal and financial goals, and ensure their businesses are positioned for success—whether they’re planning to sell tomorrow or ten years from now.”

Why Start Exit Planning Early?

Many business owners make the mistake of waiting until they’re ready to sell to begin planning. Unfortunately, this reactive approach can leave value on the table or expose risks that could have been mitigated. The reality is, the earlier you start planning, the greater your potential for success—both financially and operationally.

Exit planning is not just about the sale; it’s about building a thriving business that operates efficiently, generates consistent growth, and aligns with your personal and financial goals.

How a Certified Exit Planning Advisor™ (CEPA™) Can Help

As a CEPA™, Marigny deMauriac provides comprehensive services tailored to your needs, including:

• Risk Management: Identifying and addressing vulnerabilities that could impact your business’s value or sale readiness.
• Value Maximization: Implementing strategies to enhance operational performance, financial stability, and overall market appeal.
• Strategic Exit Roadmaps: Developing a step-by-step plan for a future sale or transition, whether it’s five, ten, or twenty years away.
• Goal Alignment: Integrating your personal financial objectives with business strategies to ensure a smooth, profitable, and fulfilling exit.

Helping Business Owners Plan with Confidence

Marigny deMauriac, CFP®, CEPA®, ABFP®, AAMS®, is the founder of deMAURIAC, a women-owned investment advisory and Certified Financial Planning™ firm committed to empowering clients to achieve financial freedom. Her expertise in behavioral finance and exit strategy development enables her to guide business owners through every stage of the exit planning process. Whether you’re actively preparing to sell your business or simply want to enhance its value and operations, Marigny’s holistic, client-centered approach ensures you’re equipped to make informed decisions that protect your legacy and build generational wealth.

Take Control of Your Business’s Future

It’s never too early to start planning for your next chapter. If you’re ready to strengthen your business and secure your financial future, schedule a consultation.