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.
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.