Chad Brown, MSFP, RICP, CEPA, CLF
Founder, Compass Financial Strategies ➤
Chad Brown, MSFP, RICP, CEPA, CLF is dedicated to helping you navigate the complex process of transitioning your business. With his expertise, you’ll gain a clear understanding of your options, empowering you to make informed decisions about your future. By crafting a customized exit strategy together, you’ll not only take control of the timing, process, and financial outcomes but also help to ensure your legacy is preserved and your goals are addressed. Whether you’re planning to sell, transfer ownership, or explore other avenues, Chad’s guidance will help you manage the outcome for your business and your next chapter.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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Exit Readiness Assessment here.
- Listing ID: 10154
- Professional Class: Exit Planner, Financial Planner, Wealth Advisor