Jacqueline Oberst

Your Intelligence Report

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Jacqueline —

Thursday night I'm doing something I've never done publicly.

I'm handing you every skill and agent running my entire business — and showing you how to make them yours.

Two days. Small group. My house.

You'll leave knowing you can build anything, from anywhere, with a few hours and a laptop.

This doesn't come around again.

— Rich

Thursday Night · Live Event

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Thursday, March 19 · Starts at 8pm ET

CEPA — Certified Exit Planning Advisor MS Data Analytics Fractional CFO

Jacqueline Oberst

Sunderland Valley Enterprises · Las Vegas, NV

"Thirty years of financial expertise. A CEPA credential less than 3% of advisors hold. An exit planning capability most accounting firms desperately need. None of it is findable online — and none of it is sold to the businesses that need it most."

Constraint Diagnosis

The Founder-Dependent Ceiling

Sunderland Valley Enterprises has the credentials, the expertise, and the track record to be doing 3–4 times its current revenue. Jackie's CEPA designation alone is a rare asset — fewer than 3% of financial advisors nationwide hold it. Combined with 30+ years of accounting experience, she can deliver something genuinely scarce in the market: exit planning grounded in real financial operations, not just theory.

The ceiling isn't demand. Every small business needs bookkeeping. Every business owner who wants to sell their company needs exit planning. The ceiling is structural.

The Four Walls of the Ceiling

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Founder-dependent delivery

Jackie and Rob are the business. If either is unavailable, capacity drops. No team, no leverage.

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No social proof engine

Zero reviews, zero testimonials, zero case studies online. Cold prospects have no evidence to trust before calling.

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100% custom pricing = unpredictable pipeline

No productized services means every prospect requires a sales call. Conversion is lumpy. Forecasting is impossible.

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CEPA credential completely underdeployed

The most valuable and rare credential they hold is not positioned, marketed, or sold as a standalone service.

The irony: Jackie has a credential that 97% of accountants don't hold, and it's not mentioned above the fold on her website, not sold as a standalone product, and not positioned to the B2B buyers — CPA firms, business brokers, M&A attorneys — who need it most.

3 Moves

Breaking Through the Ceiling

Launch a B2B Exit Planning Referral Channel

CPA firms, tax attorneys, and business brokers see exit deals first — and most of them lack a CEPA. Build a formal referral program: you provide the exit planning expertise, they bring the client relationship. Structure at $3,000 per exit plan. 10 referral partners sending 5 clients/year each = $150K additional ARR with zero new marketing spend. 30 partners = $450K.

Productize a Fixed-Fee "Exit Readiness Score"

A $997 diagnostic: we assess your business on 8 dimensions that determine exit valuation — financial statements, customer concentration, recurring revenue, key man dependency, documentation. Delivers a score, a gap report, and a 90-day action plan. Self-serve checkout. No sales call required to start. Creates pipeline for full engagements at 40–50% close rate.

Get 5 Testimonials Published This Month

Contact your best clients and ask one question: "What would have happened to your business finances if you'd done this without us?" Get written quotes or 60-second videos. Publish them on the homepage, GoodFirms, and Google Business. This is the fastest, cheapest conversion rate improvement available — and it costs nothing except the ask.

$450K

Additional Annual Revenue — B2B Exit Planning Channel Alone

This doesn't require hiring. It doesn't require changing the core bookkeeping business. It requires activating the rarest credential Jackie holds — her CEPA designation — through the distribution channels that already need it. CPA firms and brokers are waiting for this. They just don't know Sunderland Valley Enterprises exists yet.

$150K

10 referral partners × 5 exits/yr × $3K

$450K

30 referral partners at same rate

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