Member Login

KATHLEEN RIESSEN

Canoan Strategy

As a Certified Exit Planning Advisor (CEPA®), Kathleen Riessen is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

{custom_meta_description=Kathleen Riessen - - Canoan Strategy - Urbandale, Iowa, city=Urbandale, display_country=United States, hs_object_source_detail_1=Find a CEPA (July 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=kathleen-riessen, lname=Riessen, hs_object_source_id=enrollmentId:1824483021691;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20JULY%202025/RIESSEN-KATHLEEN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July-2025.pdf, hs_createdate=1754055794368, cohortium_profile_title=Kathleen Riessen | Business Consultant at Canoan Strategy | CEPA Connect Member, state=Iowa, id=31764860588, advisor_type=Business Consultant, custom_page_title=Exit Planning Institute - Find a CEPA | Kathleen Riessen, email=kathleen@canoanstrategy.com, cohortium_meta_description=Connect with Kathleen Riessen, a specialized Business Consultant working with Canoan Strategy based in Iowa., associated_contact_record_id=138351137086, website=https://www.canoanstrategy.com/#about, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20JULY%202025/9779_Riessen_CEPA-Certificate-2025-July.pdf, is_editable=editable, url_slug_2=kathleen-riessen, impersonate_user_url=https://exit-planning-institute.org/member-detail/kathleen-riessen?impersonation=true, full_name=Kathleen Riessen, hs_lastmodifieddate=1764932329060, phone=+15159794166, company_name=Canoan Strategy, name=Kathleen, hs_object_id=31764860588, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=50323, status=Published, hs_updated_by_user_id=78050139}