Daniel Schmaltz, CFP, CEPA

SVP of Advisor Growth, Touchstone Wealth ➤

As a Professional ExitMap Advisor (PEMA), Daniel Schmaltz, CFP, CEPA, 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 ensure your legacy is preserved and your goals are achieved. Whether you’re planning to sell, transfer ownership, or explore other avenues, Albert’s guidance will help you secure the best possible outcome for your business and your next chapter.

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Exit Readiness Assessment here.

• Listing ID: 10422
• Professional Class: Exit Planner, Financial Planner