Bob
Roark
Certified Exit Planning Advisor — CEPA
Wealth advisor. Multiple business owner. Two-time exited founder. For decades, Bob has worked with founders navigating life after the exit — the transition nobody prepares you for.
Connect on LinkedInWhy This Podcast Exists
Over the decades working with post-exit founders, Bob kept seeing the same pattern.
Almost every owner had no time to prepare before the exit. They were consumed by the deal — the negotiations, the due diligence, the close. Everything else waited.
Then the wire hit. And deal fatigue set in. And the questions that had been deferred for months — sometimes years — arrived all at once.
“What do I do now? What’s next?”
Fast decisions made without discipline. Without distance from the exit. Without anyone who had been through it to say — this is normal, here’s what comes next.
That’s the conversation this podcast exists to have.
What Bob Brings
- → Decades working with post-exit founders on the transition nobody prepares them for
- → Two personal exits — he’s been on the other side of the wire himself, twice
- → Certified Exit Planning Advisor (CEPA) — trained in the full arc of business exits, not just the deal mechanics
- → Host of the Business Leaders Podcast — 200+ episodes interviewing business owners and the advisors who serve them
- → A practitioner’s perspective — not a journalist’s. These are conversations Bob has been having privately for years, now on the record.
Certified Exit Planning Advisor
The CEPA designation — awarded by the Exit Planning Institute — is the leading credential for advisors who specialize in business exit planning. It represents advanced training in the financial, personal, and business dimensions of an exit.
It’s the credential that puts Bob in the room with founders before, during, and after the exit — which is exactly why he understands what goes wrong in year one.
Did You Sell Your Business for $10M+?
Bob is looking for founders willing to share the real story — not the success narrative. The 12 months after the wire. What surprised you. What you wish you’d known. What you’d do differently.
These are the conversations that help the next founder prepare for what’s coming.