Mark Hegstrom, AIF, CEPA, CPFA
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Mark Hegstrom, AIF, CEPA, CPFA:
Principal, Business Owner Succession Strategies (BOSS) ➤
Mark Hegstrom is a Certified Exit Planning Advisor. He helps business owners plan for what may be their single largest lifetime transaction: the transfer of their business and transition into retirement. He works with business owners who are coachable, resourceful and decisive. Mark helps business owners assess their personal readiness for exit, financial readiness to exit, and business attractiveness. Most business owners believe it is a good idea to have a written plan so he creates written Exit Plans.
“Exit planning is good business planning, so I believe a business owner should also have a Succession Plan and a Continuity Plan. We call this work Business Owner Succession Strategies (BOSS).”
- Listing ID: 6049
- Professional Class: Exit Planner, Financial Planner