What is a CEPA?

At Middlebrook Wealth, we're committed to providing our clients with the knowledge and expertise they need to navigate complex financial decisions. That's why we're excited to share with you our latest certification achievement. Seth Liskey as a Certified Exit Planning Advisor (CEPA®). 

The goal of a CEPA® is to empower business owners to maximize the value of their businesses while also enhancing their overall experience as entrepreneurs. By understanding the factors that drive business value and implementing strategies to make the business more attractive, we aim to help clients not only secure a higher selling price but also enjoy greater fulfillment and success in their day-to-day operations long before and after the sale. 

For Seth, the motivation behind obtaining the CEPA® certification stems from a deep understanding of the challenges and opportunities that come with business ownership. Drawing from personal experience as a business owner himself, as well as insights gained from working with clients, Seth recognizes the importance of creating businesses that are not only profitable, but also fulfilling and enjoyable to run. Whether you're looking to plan for retirement, optimize your business operations, or prepare for a successful exit, we're here to help guide you every step of the way.

Advisory services provided by NewEdge Advisors, LLC doing business as Middlebrook Wealth, as a registered investment adviser. Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, LLC. are wholly owned subsidiaries of NewEdge Capital Group, LLC.

The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding your individual situation. This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.