It’s our pleasure to meet you.
Eric Cooper - Founder, Managing Partner, CEPA
Eric serves entrepreneurs because he is one. He believes individuals willing to take entrepreneurial risk are the backbone of our economic prosperity; since starting his first business as a mobile auto detailing service at 15 years old, Eric has held roles in banking, insurance, wealth management, business planning & consulting, enterprise value creation, and integrated financial planning. Eric has been privileged to work with a diverse landscape of clients, including professional athletes, successful entrepreneurs & their families, and more.
Tim Legere - Senior Partner
Tim is an exited business owner himself, after helming a family business founded by his grandfather in 1954 for 23 years before selling the enterprise. Tim understands the dynamics and challenges that business owners face on a daily basis. His personal experience and perspective as a business owner allows him to implement a tailor made and wide-angle approach with each client, helping to simplify the process which allows his clients to clearly view their personal, business, and financial picture.
Nick Carbone - Partner, Business Strategy, CEPA
Nick is an experienced Exit Planning Advisor with a passion for helping business owners manage, grow and successfully transition out of their companies. With experience as an owner himself and years in the field, Nick has developed a deep understanding of the complexities and challenges involved in strategic business planning, and exit planning. As a trusted advisor, Nick works closely with clients to develop personalized strategies that take into account their unique goals, timelines, and circumstances. Known for their expertise, attention to detail, and dedication to client satisfaction, Nick is committed to delivering exceptional results and ensuring a smooth and successful transition for his clients.