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Larry OToole Becomes CEPA Certified

Los Angeles, California

Exit Planning Institute awards Larry O'Toole the CEPA certification

In addition to the years of M&A experience that Larry O'Toole has gained as CEO of various manufacturing and service related businesses, in January 2023 Larry attended the Exit Planning Institute's (EPI) exit planner certification program. This program is designed to enable advisors to guide private company owners on their journey of preparing themselves personally and financially as well as prepare their businesses for a euphoric future exit event. O'Toole remarked, "I invested in this Certified Exit Planning Advisor (CEPA) certification program to ensure that my company, Yosemite Associates, was providing our clients with the best advice possible. We didn't want to assume that our operating background was enough to ensure maximum guidance to our clients so attending this program helped keep our knowledge sharp and current. A company sale event for a private company owner is most likely the single most important event in their professional lives so it's our job at Yosemite Associates to ensure we are offering the optimal guidance."

EPI is the leading exit planner certification program in the world and offers CEPA's initial certification training as well as ongoing training and development. Said O'Toole, "This type of ongoing training along with the real world operating experience by the Yosemite team, helps us deliver worldclass advisory services to our clients."

Use Greenpoint Testing to Achieve Your Desired Exit Valuation

It only takes 106 questions, scanning 10 essential business functions, to stress test your readiness for a successful exit.

However, these questions require thoughtful commitment to achieve your desired exit valuation.

During this up to hour-long online testing, you'll see questions such as the following.

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Then, complete the Greenpoint questionnaire to unlock your personalized report, which will reveal any gaps in your planning, pointing to the action steps needed to maximize your desired exit valuation.

Format: Digital

Delivery method: Email

Report included: Your Greenpoint results

Stethoscope Frees You to Work On Your Business, Beyond In It

120 questions, scanning 10 essential business functions, free you to work ON your business, rather than solely IN your business.

With each question requiring thoughtful commitment to identify opportunities to further your success.

During this up to hour-long digital Q&A, you'll see questions such as the following:

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Complete the Stethoscope questionnaire to unlock your personalized report, which will expose gaps [if any] in your planning, and tips for future growth, resulting in action steps needed to maximize your thinking as a business leader.

Format: Digital

Delivery method: Email

Report included: Your Stethoscope results

Be Ready for The Probe of Due Diligence

109 questions, scanning 10 essential due diligence disciplines, to prepare for a roadblock free Probe of your business in anticipation of sale.

And to potentially increase the value of your business by your professional transparency.

With each question requiring thoughtful commitment to identify opportunities to further your success.

During this up to hour-long digital Q&A, you'll see questions such as the following:

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Complete the Probe Diagnostic Tool questionnaire to unlock your personalized report, which will expose gaps [if any] in your planning for a due diligence Probe, resulting in action steps needed to maximize your readiness when diligence is due.

Format: Digital

Delivery method: Email

Report included: Your Probe results