The Rise Up Way brings to the table market leading best practices and the absolute best Advisors in the market, to help business owners build measurable value and systematically work toward their goals, in business and in life.
MEET OUR VALUE ADVISORY TEAM
Ray Raggett
Certified Exit Planning Advisor
EOS Fractional Executive
Kathy Jerritt
Certified Exit Planning Advisor
Management Consulting
Renee Russo
Certified Exit Planning Advisor
Expert EOS Implementer
Find out more about how we work together to help owners realize their freedom.
MEET OUR PREFERRED COLLABORATION PARTNERS
Kyle Ancelin
Sales Consultant
Sales Evolution Consulting
Tracey Swain
Fractional CFOs
The CFO Center
Steve Parr
Commercial Lawyer
Parr Business Law
Wayne Bell
M&A Advisory and Transactions
STS Capital Partners
John Lawson, Partner
Financial Advisory
Sana Family Office
Bill Gill, Partner
Tax and Accounting Services
Crowe Mackay LLP
Sofia Arisheh, Founder
Leadership and HR Consulting
Upskill Consutling
Karley Cunningham, Founder
Brand and Growth Consulting
Big Bold Brand Inc.
We would love to connect you with our game-changer Growth Partners.
Exit Mentor is for the Certified Exit Planning Advisor ready to unlock their practice, accelerate value, and lead with impact.
This two-phase journey moves CEPAs from certification to execution with the structure, coaching, and peer support to launch fast and grow smart. The 10-week Practice Builder Accelerator equips advisors with a go-to-market strategy, scalable systems, and a repeatable client model.
Graduates enter the Master Class Peer Community — a momentum-building space for strategy, accountability, and expert guidance. Exit Mentor isn’t just a program — it’s your launchpad to become a high-impact advisor in the exit planning space.
“If you want to go fast, go alone.
If you want to go far, go together.”
-Warren Buffet
MEET THE INDUSTRY GROUPS THAT MAKE US BETTER
Our Value Advisors are empowered through the Exit Planning Institute (EPI), the leading authority in exit strategy education and support. As part of a global community of over 9,000 Certified Exit Planning Advisors (CEPA), our team stays connected to the latest tools, insights, and best practices in the field. Through EPI’s nationwide peer chapters, our advisors collaborate with top professionals to refine their skills, share strategies, and stay ahead of market trends. This ongoing engagement ensures our clients benefit from the most current, effective approaches to building business value, unlocking wealth, and achieving personal and professional freedom.
Value Advisors gain a strategic edge through active involvement in MacKay CEO Forums, where our founder leads confidential peer groups of growth-focused Business Owner CEOs. These forums provide real-time insights into the challenges and goals of high-performing leaders, sharpening our advisors’ perspective and impact. This peer-based model fosters bold leadership, access to top experts, and practical strategies that help business owners scale, sell, or step back—on their own terms.
Learn more about how these organizations help us become Best-In-Class Advisors.