Jeff Rogers CEP, CKA
Professional ExitMap Planner / Featured
Founder & Chairman – Stewardship Legacy Coaching, LLC ➤
Jeff Rogers, CEP®, CKA®, is the author of The Stewardship of your Business Legacy…Wisely Stewarding the Largest Financial Transaction of Your Life…Without Getting Killed with Taxes. He is a Forbes Books featured author; he wrote Create a Thriving Family Legacy: How to Share Your Wisdom and Wealth with Your Children and Grandchildren.
Jeff is the Founder of Stewardship Legacy Coaching and has over 35 years of experience in Business Continuity & Succession Planning as well as Zero Estate Tax Planning & Multi-Generational Family Legacy Coaching. Jeff is nationally recognized for his expertise in Strategic & Tactical Tax Planning.
If you are a Business Owner who is trying to determine whether to Sell or Transition your Business to:
• Your Children or Grandchildren
• Key Employees
• All of your Employees (through an ESOP)
• Sale to a Strategic Buyer or a Competitor
• Outside Sale to a Private Equity or Venture Capital Firm
AND you want unbiased counsel on which of those is best in your unique situation AND you want to structure the transaction to minimize taxes and maximize the benefits for your family & favorite charities (while maintaining the culture you have built through your Business) we would be honored to have a conversation.
Take the FREE 15 minute
Exit Readiness Assessment here.
- Listing ID: 8031
- Professional Class: Exit Planner