Business Exit · VennBoard for CEPA®s
When the business is part of the divorce.
When divorcing parties co-own a business, the exit becomes part of the settlement strategy. CEPAs run the playbook for owner transition. VennBoard gives Certified Exit Planning Advisors a workspace that connects the exit plan with the divorce matter.
CEPA® on a matter
Certified Exit Planning Advisor (CEPA®)
- Assess the business for divorce-driven transition options (buyout, sale, re…
- Coordinate valuation and structuring with the family-law attorney
- Plan the owner-transition timeline against the divorce timeline
- Execute the exit with documented advisory care
- Audit log: every action timestamped & exportable
Jobs to be done
What a CEPA® actually does — on VennBoard.
- Assess the business for divorce-driven transition options (buyout, sale, restructure).
- Coordinate valuation and structuring with the family-law attorney.
- Plan the owner-transition timeline against the divorce timeline.
- Execute the exit with documented advisory care.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Transition Assessments
Valuation Coordination
Timeline Plans
Execution Records
Tools that fit your role
What VennBoard gives a CEPA®.
Transition Assessment
Buyout, sale, restructure.
Valuation Hand-Off
With the BV expert.
Dual Timeline
Exit + divorce coordinated.
Execution Records
Defensible advisory file.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.