Working With FABS as a CEPA
Amy Wirtz, JD, CEPA — FABS's Founder and Senior Advisor is active in the EPI community, teaching certification and presenting at the EPI Summit. Together with Andy Wirtz, CAPM, CEPA, CPIM, LSSGB - FABS's Junior Advisor, we address the governance and alignment dimension most CEPA-led plans need but lack the capacity to build.
Why Exit Planning Is Different in Family Business
A founder who won't let go
A successor with a title but no real authority
Owners with unspoken disagreements on timing or valuation
These are predictable features of complex family systems, not dysfunction. Our CEPA-credentialed approach is built to address them.
How FABS Applies the CEPA Framework
Discovery
These are predictable features of complex family systems, not dysfunction. Our CEPA-credentialed approach is built to address them.
Prepare
The roadmap becomes reality. Monthly facilitated meetings guide governance build-out, succession architecture, and policy drafting.
Decide
We facilitate the ownership decision and document a transition-readiness plan for the path chosen.
Service Tiers
Essential
Structure and momentum when alignment is workable and overhead should stay light.
Core
Governance build and succession architecture for sibling, cousin, or active/inactive owner structures.
Embedded
High-stakes, high-complexity support when conflict is elevated or a transition is imminent.
Working Within the Advisory Team
We integrate with your existing legal, tax, financial, and transaction advisors. Our lane is governance, decision rights, stakeholder alignment, and structured facilitation — the layer that connects the technical plan to the people who have to execute it.