TEAM APPROACH

Value Acceleration Is A Team Sport, When We Work Together We Rise Together.

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.

The Rise Up Advisor Team

MEET OUR VALUE ADVISORY TEAM

VALUE ADVISOR

Ray Raggett
Certified Exit Planning Advisor
EOS Fractional Executive

VALUE ADVISOR

Kathy Jerritt
Certified Exit Planning Advisor
Management Consulting

VALUE ADVISOR

Renee Russo
Certified Exit Planning Advisor
Expert EOS Implementer

Find out more about how we work together to help owners realize their freedom.

Our Growth Partners

MEET OUR PREFERRED COLLABORATION PARTNERS

SALES EXPERT

Kyle Ancelin
Sales Consultant
Sales Evolution Consulting

FINANCE EXPERT

Tracey Swain
Fractional CFOs
The CFO Center

LEGAL EXPERT

Steve Parr
Commercial Lawyer
Parr Business Law

M&A EXPERT

Wayne Bell
M&A Advisory and Transactions
STS Capital Partners

WEALTH EXPERT

John Lawson, Partner
Financial Advisory
Sana Family Office

CPA EXPERT

Bill Gill, Partner
Tax and Accounting Services
Crowe Mackay LLP

LEADERSHIP EXPERT

Sofia Arisheh, Founder
Leadership and HR Consulting
Upskill Consutling

BRAND EXPERT

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: For the CEPA Ready to Accelerate

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

Our Industry Groups

MEET THE INDUSTRY GROUPS THAT MAKE US BETTER

THE EXIT PLANNING INSITUTE

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.

THE MACKAY CEO FORUMS

 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.

Take your professional game to the next level.