Congratulations to Timothy Oliver on his CEPA Certification

Jordan Uditsky • September 21, 2023

Tim Oliver, partner in the firm’s corporate and transactional group, recently earned his certification as a Certified Exit Planning Advisor (CEPA). Tim advises dentists and other small business owners in buying and selling their businesses, protecting their brands through trademark and other general business matters. Over the course of managing many business sales, Tim was often asked by his selling owners if they were getting a good deal. He realized that many of his clients didn’t understand the value of their business or weren’t personally prepared for life after selling. Dental practice owners often have heard of a valuation “multiple,” but most don’t understand the range or how they can adapt to achieve a greater price for their business. As a CEPA, Tim has the tools and network to prepare owners for what is likely to be the biggest liquidity event in their lives. Through educating clients on different transaction types, de-risking their businesses through strong contracts, connecting them to his network of experts in other practice areas, among other exit planning strategies, Tim adds value to his clients beyond the sale itself – he gives them confidence that they’re making the right deal.

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