Our People

Rich is a Certified Exit Planning Advisor (CEPA) and member of the Exit Planning Institute, who has been helping business owners succeed for over 25 years. His professional mission is to lead business owners to maximize business value, be exit-ready at all times, and lead business owners to a successful transition and exit from their business.

“Business owners are far too focused on the day-to-day events within their business, and they wait too long to focus on building their exit value. This requires a change of mindset and behavior. Business owners should be focused on building exit value every day, and for that reason he teaches clients how to employ the concept of value acceleration:

  1. Value acceleration facilitates having the business running at optimal efficiency, improved cash flow, and highest operating results.
  2. Value acceleration frees the owners from being trapped inside the business, to being in position of control and focusing on building enterprise value.
  3. Value acceleration makes certain that the business is ready for sale at all times, which means that the business is:
      • Well-positioned for growth.
      • Ready for transition to key employees or family members.
      • Will have a premium value in the marketplace.

When a business owner believes that exit seems too far in the future to address now, I explain that procrastination results in lost value, and extreme procrastination can result in irrevocable loss of value. Value acceleration is something business owners should be focused on every day. We have a process for teaching business owners exactly how to do that.”

Rich is the author of the Business Owners Special Series, a library of articles on value acceleration, exit planning and succession planning.

Richard Gunn holds an active CPA license in California.

Quick facts

  • Certified Exit Planning Advisor (CEPA)
  • Certified Public Accountant
  • Member – Exit Planning Institute (EPI)
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California Society of Certified Public Accountants (CalCPA)
  • Member – Leading Edge Alliance of CPAs, Certified Exit Planning Advisors Forum
  • Past President and Chairman of the San Francisco Small Business Network
  • Past writer, producer and host of the “small business segment” of the weekly cable TV show, SF Business
  • Founding member of the Small Business Advocates in San Francisco.
  • In 1997, he was awarded the Champion of Small Business by the U.S. Small Business Administration.
  • Formerly taught the Choice of Entity course at the Small Business Development Center in San Francisco.
  • Served as the small business representative and planning committee member for the San Francisco Economic Summit, Children, Youth & Families Summit, and the Welfare Reform Task Force under Mayor Willie Brown’s administration.

BA/Accounting – Bernard M. Baruch College, City University of New York

  • Value Acceleration
  • Exit Planning
  • Succession Planning
  • Owner-managed Businesses
  • Choice of Entity
  • Buy-Sell Agreements
  • Tax Planning: Individuals, S Corporation, LLC & C Corporations