Firm News Blog

Michael Trabert Receives Exit Planner of the Year Award From the Exit Planning Institute

Skoda Minotti, a national business advisory firm, is pleased to announce that Michael Trabert, CPA, CVA, CMAP, CEPA, CM&AA, has been named as the Peter Christman Exit Planner of the Year by the Exit Planning Institute (EPI) as part of its annual Excellence in Exit Planning Awards.

The Peter Christman Exit Planner of the Year Award is the highest honor offered in the exit planning industry and is awarded to a Certified Exit Planning Advisor (CEPA) who either practices exit planning, manages exit planning engagements, educates business owner and advisors, or provides industry-changing exit planning solutions or tools that can be directly tied to changing outcomes for business owners and leading advisors.

Exit Planner of the Year Award - Exit Planning InstituteThis advisor makes significant contributions to the industry, exemplifies the core values and characteristics of EPI and the CEPA designation, while making a uniquely significant impact on the larger exit planning profession on a local, regional, national and/or international scale. Mike was recognized at EPI’s Exit Planning Summit on September 12 at the Fairmont Scottsdale Princess in Scottsdale, Arizona.

“This honor is directly traceable to our clients—they have allowed our team to serve as their trusted advisor in helping them build value in their businesses,” said Mike.

Mike is a partner and leader of the firm’s Value Acceleration/Exit Planning and Transaction Advisory Services Groups. In the course of his work, he conducts monthly meetings for transitioning and growing business owner clients. In partnership with Chris Snider, Mike leads the first-to-market Owners’ Roundtable (ORT) workshop series, and he authored a comprehensive e-book, The Five Stages of Value Maturity”, which augments his efforts with Snider. He also speaks on Value Acceleration and exit planning to owners and advisors nationally and internationally. Mike earned the CEPA Designation in EPI’s Class of 2011.

As part of its core service offering, Skoda Minotti’s Value Acceleration/Exit Planning Group Delivers on the Promise of preparing clients to exit their business on their own terms and likely with greater value. Skoda Minotti expertly guides business owners through the entire process. It is one of the few firms offering Value Acceleration/Exit Planning services under the leadership of a CEPA – Mike Trabert – and his team. This rare distinction means clients have access to the deeper knowledge and client service a specialized team can offer.

To learn more about value acceleration and exit planning opportunities for your business, please contact Mike at 440-449-6800, email Mike or visit cpa.skodaminotti.com/exit-planning-services.

 

About Skoda Minotti

Skoda Minotti is a national business advisory firm dedicated to helping our wide range of clients grow and achieve financial success. Our unique family of services includes accounting, tax, financial, information technology, professional staffing, risk, marketing, valuation and litigation and wealth management. Skoda Minotti has won the Inc. 5000 award 13 times, more than any other company. We are a member of The Leading Edge Alliance, the second largest international professional association. Learn more at www.skodaminotti.com.

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