About
About
About
About
Build a modern, agile, smart, and sustainable advisory for the modern era.
Build a modern, agile, smart, and sustainable advisory for the modern era.
Build a modern, agile, smart, and sustainable advisory for the modern era.
Build a modern, agile, smart, and sustainable advisory for the modern era.
Marianne Ehlers CEPA® - Investment Advisor Representative
We help business owners plan their businesses' successful transition, sale, and exit.
Transition your business on your terms when it is right for you and your business.
Create a plan and a strategy that yields the best outcomes for your business.
Understand the multiple ways to exit your business successfully.
Build your
professional exit planning team of experts.
We understand that few things are more important than the eventual transition of your life's work.
Marianne Ehlers CEPA®
"CEPA" stands for Certified Exit Planning Advisor
RESEARCH AVAILABLE UPON REQUEST AT SCOPE™
Only 2 out of 10 businesses will sell because of misguided assumptions about exit planning and selling their businesses. Many business owners do not have an exit plan, are unaware of exit strategies, and, most importantly, have not started the process even though it usually takes years to plan successfully.
Exiting your business is a major life event. After all, you probably plan well in advance for many of the important events in your life, and few are more important than the eventual transition of your life’s work.
You may not be ready to sell or transition your business today; most people aren’t. However, there may come a day when you’ll want to explore your options. When the day comes, you might be ready, but will your business be ready?
About Marianne Ehlers
Marianne is certified and specializes in helping business owners plan for the transition out of their company, including maximizing the value of the business before selling or transferring ownership; essentially, guiding them through a successful exit strategy.
CEPA
Certified Exit Planning Advisor
As an Investment Advisor Representative, Marianne is a licensed professional who provides personalized investment advice and financial planning services to individuals and businesses. She plays a crucial role in helping clients navigate the complex world of investing.
Investments
Investment Advisor Representative
In 2024, Marianne Ehlers was selected from over 182 professional candidates to join the SCOPE™ Institute as a faculty member. The SCOPE Institute, a nonprofit 501(c) educational entity helping business owners target solutions for a successful transition, sale, or exit, named Marianne Ehlers as the Director of Education for Orange County, California.
SCOPE™ Institute
Faculty Member
Marianne has the motivation to build and run her business, characterized by traits like creativity, innovation, resilience, a strong work ethic, a belief in her vision, and a willingness to take calculated risks to achieve her goals; essentially, it's the core energy and mindset that fuels the entrepreneurial journey.
Business Owner
Independent
SCOPE™ Actively Educates Business Owners
In The Following Industries:
AGRICULTURE
DISTRIBUTION
CONSUMER / ECOMMERCE
CONSTRUCTION AND SPECIALTY CONTRACTING
FOOD AND BEVERAGE
HEALTHCARE
BUSINESS SERVICES
PROFESSIONAL SERVICES
LOGISTICS AND TRANSPORTATION
MANUFACTURING / INDUSTRIAL
OIL AND GAS
TECHNOLOGY
A nationwide nonprofit 501(c) educational entity helping business owners target solutions for a successful transition, sale, or exit.
FACULTY MEMBER