Rob Chepak

Inquirer
DISC Type : cd

Owner at TREP Advisors

Sarasota, Florida, United States

Overview

Rob Chepak is an Owner at TREP Advisors, specializing in succession and exit planning for business owners. He guides clients through critical transitions, emphasizing time, relationships, economics, and purpose. He is a Certified M&A Advisor.

Rob has a Master of Business Administration from TRIUM Global Executive MBA, where he was Valedictorian. He holds an M. S. from Northwestern University and completed data analytics and entrepreneurial marketing courses at the University of Texas.

He holds a patent pending for systems and methods for data validation and assurance.

Personality Overview

ROI Conscious

Judgemental

Upfront

They respond well to confident salespeople.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

M&A Advisory
As Owner of TREP Advisors, he helps business owners with succession and exit planning and his firm has been recognized as a top M&A advisor.
Business Development
He has extensive experience as a Managing Director of Business Development and Sales Director, driving market growth and leading sales teams.
Entrepreneurial Growth
He founded TruDoss and is dedicated to guiding business owners, evidenced by his firm's focus on increasing company value for retirement.

Media Appearances

Rob Chepak - TREP Advisors. Featured in TREP Advisors

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Work History

2023
Owner at TREP Advisors
3-2021 - 3-2022
Managing Director of Business Development at Align Business Advisory Services
3-2018 - 3-2022
Founder at TruDoss
8-2009 - 3-2016
Sales Director, EMEA at Merrill Corporation
2-1999 - 7-2009
Senior Vice President at Merrill Corporation

Education

Master of Business Administration - MBA degree (Valedictorian) from TRIUM Global Executive MBA
M.S. from Northwestern University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Sarasota, Florida, United States Job Level : N/A Designation : Owner at TREP Advisors
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Insights For Selling To Rob

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Highlight the competitive differentiation of your product
  • Stress on the business value that your product offers

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rob is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Rob

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Rob move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Rob take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Rob

Personality Compatibility


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