ExitPlanning-EDU is an educational resource for business owners, advisors, industry and trade associations along with the media and press which promises a new, fresh approach to Exit Planning

Bob O'Hara

Bob O’Hara

Bob O’Hara, CPA, MST, CExP™, National Expert and Speaker, is the owner of O’Hara & Company, PC.  Bob educates and helps business owners become independent from their businesses and educates and helps businesses become independent from their owners. He is one of the first in the United States to earn the prestigious CExP™ (Certified Exit Planner) designation. Bob created ExitPlanning-EDU.com to provide practical Business Exit Planning Education to business owners and their advisors and encourages them to begin the conversation for their future today.

Speaking Engagements

National Business and Succession Planning Expert Available for Conferences, Seminars, Member Live Videocasts, Webinars, Media Interviews, Client Presentations, Staff/Corporate Training, etc.


  • Bachelor’s Degree in Business Administration from New York University
  • Master’s Degree in Taxation (MST) from Bentley University
  • Licensed Certified Public Accountant (CPA)
  • Certified Exit Planner (CExP™) designation accredited by the Business Enterprise Institute

Professional Memberships

  • American Institute of Certified Public Accountants
  • The Business Enterprise Institute
  • Massachusetts Society of Certified Public Accountants
  • New Hampshire Society of Certified Public Accountants