Exit Planning Tools for Business Owners

Professional ExitMap Advisor (PEMA)

Alex Weatherly Jr., JD, CEPA

  • Professional Class: Attorney, Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: South Carolina - Columbia Area / Featured

Ashton Medina, CFA, CFP, CEPA

  • Professional Class: Exit Planner, Financial Planner, Wealth Advisor

 Professional ExitMap Advisor (PEMA) /  USA: Florida - Fort Lauderdale Area / Featured

Ben Blackmun

  • Professional Class: Wealth Advisor

 Professional ExitMap Advisor (PEMA) /  USA: Colorado- Colorado Springs Area

Blair Koch

  • Professional Class: Executive Coach, Business Consultant

 Professional ExitMap Advisor (PEMA) /  USA: Colorado - Denver Area / Featured

Bob Lee, CFP, AEP, CEPA

  • Professional Class: Business Consultant, Financial Planner, Wealth Advisor

 Professional ExitMap Advisor (PEMA) /  USA: Colorado - Denver Area / Featured

Brett Andrews, CWS, CExP

  • Professional Class: Exit Planner, Wealth Advisor

 Professional ExitMap Advisor (PEMA) /  USA: Arizona - Glendale Area / Featured

Brian Davis, ChFC, CFP, CEPA

  • Professional Class: Exit Planner, Financial Planner, Insurance

 Professional ExitMap Advisor (PEMA) /  USA: Ohio - Cleveland Area / Featured

Casey Kupper, CFP, CFA, CAIA, CEPA

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Advisor (PEMA) /  USA: Texas - Dallas Ft. Worth Area / Featured

Chad Brown, MSFP, RICP, CEPA, CLF

  • Professional Class: Exit Planner, Financial Planner, Wealth Advisor

 Professional ExitMap Advisor (PEMA) /  USA: Ohio - Ashland Area

Chris Cimaglio

  • Professional Class: Business Consultant, Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Indiana - Indianapolis Area

Claudia Smith

  • Professional Class: Business Broker, Valuations

 Professional ExitMap Advisor (PEMA) /  USA: Washington - Seattle / Takoma Area

Clay Eure, CEPA

  • Professional Class: Business Consultant, Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Virginia - Charlottesville Area / Featured

Daniel Schmaltz, CFP, CEPA

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Advisor (PEMA) /  USA: Arizona - Phoenix Area

David Bastiaans, CPA, ESQ., LL.M.

  • Professional Class: Accountant, Attorney

 Professional ExitMap Advisor (PEMA) /  USA: Virginia - Virginia Beach

Derek Shoden, CFP, BFA, CEPA

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Advisor (PEMA) /  USA: New York - Albany area / Featured

Devaron Yates, CFP, CPWA, ChFC, CLU, CEPA

  • Professional Class: Exit Planner, Financial Planner, Insurance

 Professional ExitMap Advisor (PEMA) /  USA: Texas - Houston Area / Featured

Fraser Orr-Brown, CIM, CEPA

  • Professional Class: Exit Planner

 Professional ExitMap Advisor (PEMA) /  Canada: Calgary / Featured

Greg Garbeff, CEPA

  • Professional Class: Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Missouri / Featured

Guillermo Birmingham, CPA, CM&AA, CEPA

  • Professional Class: Accountant, Business Broker, Business Consultant, Exit Planner, M&A Advisory, Valuations

 Professional ExitMap Advisor (PEMA) /  USA: Virginia - Richmond Area / Featured

Hitesh Patel

  • Professional Class: Business Broker

 Professional ExitMap Advisor (PEMA) /  USA: Pennsylvania - Harrisburg Area / Featured

Irving Katz, ChFC, CLU, CEPA, CExP

  • Professional Class: Executive Coach, Business Consultant, Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: California - Orange County Area / Featured

Jenn Rockwell

  • Professional Class: Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: New Hampshire

Jim Dischert, CEPA

  • Professional Class: Exit Planner, Wealth Advisor

 Professional ExitMap Advisor (PEMA) / Featured

John Inzilla

  • Professional Class: Business Broker

 Professional ExitMap Advisor (PEMA) /  USA: New Jersey / Featured

Jon FitzSimon, CEPA

  • Professional Class: Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Texas - San Antonio Area

Josh Ervasti, CEPA

  • Professional Class: Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Iowa - Des Moines Area

Joshua Waymire, CFP, CIMA, CDFA, CEPA

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Advisor (PEMA) /  USA: Colorado- Colorado Springs Area / Featured

Kerry Boulton, CEPA

  • Professional Class: Executive Coach, Business Consultant, Exit Planner

 Professional ExitMap Advisor (PEMA) /  Australia: Victoria / Featured

Lee Courtright, CFP, AIF, CEPA

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Advisor (PEMA) /  USA: Wisconsin-Stevens Point Area / Featured

Linda Hamilton, CPA, CEPA

  • Professional Class: Accountant, Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Florida - Fort Lauderdale Area / Featured

Lynn Miller, EA

  • Professional Class: Accountant

 Professional ExitMap Advisor (PEMA) /  USA: Minnesota - Rochester Area / Featured

Maria Natarelli, CFP, BFA, CRPC, CDFA, CEPA

  • Professional Class: Exit Planner, Financial Planner, Wealth Advisor

 Professional ExitMap Advisor (PEMA) /  USA: New York - Albany area / Featured

Mark Hegstrom, AIF, CEPA, CPFA

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Advisor (PEMA) /  USA: Minnesota - Minneapolis Area / Featured

Marton Medina

  • Professional Class: Executive Coach, Valuations

 Professional ExitMap Advisor (PEMA) /  USA: California - Los Angeles Area

Matt West, CFP, CEPA

  • Professional Class: Exit Planner, Financial Planner

 Professional ExitMap Advisor (PEMA) /  USA: Colorado- Colorado Springs Area / Featured

Matthew DiFrancesco, CExP

  • Professional Class: Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Pennsylvania - Pittsburgh Area / Featured

Melinda Adams, CEPA

  • Professional Class: Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Texas - San Antonio Area / Featured

Michael Lewis, CEPA

  • Professional Class: Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Arkansas

Mike Huey, CEPA

  • Professional Class: Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Minnesota - Minneapolis Area / Featured

Mike Leannah, CExP

  • Professional Class: Business Consultant, Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: North Carolina - Raleigh Area / Featured

Peter Daniels, CEPA

  • Professional Class: Executive Coach, Business Consultant, Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Maryland - Baltimore Area / Featured

Randy Franklin, CPA/PFS, CFP, CEPA

  • Professional Class: Accountant, Exit Planner, Financial Planner

 Professional ExitMap Advisor (PEMA) /  USA: Kentucky - Madisonville / Featured

Richard C. Kelly, JD, CEPA

  • Professional Class: Attorney, Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Pennsylvania - Philadelphia Area / Featured

Rik Saylor, CEPA, IAR

  • Professional Class: Exit Planner, Wealth Advisor

 Professional ExitMap Advisor (PEMA) /  USA: Ohio

Rupesh Bharad, CEPA

  • Professional Class: Business Broker, Business Consultant, Exit Planner, M&A Advisory, Valuations

 Professional ExitMap Advisor (PEMA) /  USA: Virginia - Richmond Area / Featured

Ryan McCaslin, CPA, CIA, CEPA

  • Professional Class: Accountant, Exit Planner

 Professional ExitMap Advisor (PEMA) /  USA: Michigan - Grand Rapids Area / Featured

Ryan Myers

  • Professional Class: Wealth Advisor

 Professional ExitMap Advisor (PEMA) /  USA: Oregon - Portland Area

Thomas J. Jordan, MSFS, CEPA

  • Professional Class: Executive Coach, Business Consultant, Exit Planner, Valuations

 Professional ExitMap Advisor (PEMA) /  USA: Texas - San Antonio Area / Featured

TJ McDermott CEPA, CFP, BFA

  • Professional Class: Exit Planner, Financial Planner, Wealth Advisor

 Professional ExitMap Advisor (PEMA) /  USA: Florida - West Palm Beach Area / Featured

Tom Ledbetter, CEPA

  • Professional Class: Business Consultant

 Professional ExitMap Advisor (PEMA) /  USA: North Carolina - Charlotte Area / Featured

William Toay

  • Professional Class: Business Consultant

 Professional ExitMap Advisor (PEMA) /  USA: Oklahoma