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Senior Manager Business Consulting, ATB Financial ➤ As an ExitMap Advisor, Alyssa Dewar will help you examine your options for the transfer of your business....
- Professional Class: Business Consultant
Professional ExitMap Planner / Canada: Alberta / Featured
Business Advisor, RTB Capital Group ➤ As a Certified Exit Planning Advisor, Amanda Bar is passionate about enhancing privately held businesses' value from growth through...
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: Texas - Dallas Ft. Worth Area / Featured
Managing Partner, Bussa Financial Partners ➤ Amanda Kay Bussa is a managing partner and co-founder of Bussa Financial Partners. Responsible for strategic business development, accounting,...
- Professional Class: Business Consultant, Exit Planner
Professional ExitMap Planner / USA: Michigan - Detroit Area / Featured
Business Advisory and Transition Consultant, ATB Financial ➤ Amanda Vella is focused on providing tailored advice to clients on business valuation, value acceleration, effective exit...
- Professional Class: Accountant, Exit Planner
Professional ExitMap Planner / Canada: Alberta / Featured
President, S.W.A.T. Advisors ➤ Amit Chandel, has over 30 years of experience working with affluent and ultra-affluent families, business owners, and executives. He focuses on...
- Professional Class: Accountant, Financial Planner
Professional ExitMap Planner / USA: California - Los Angeles Area / Featured
Senior Manager, ATB Financial ➤ Amna Rana helps business owners understand and optimize the value of their business. She grew up in a very entrepreneurial...
- Professional Class: Accountant, Business Consultant
Professional ExitMap Planner / Canada: Alberta / Featured
Director of Strategic Insights, Archford Capital Strategies ➤ Andrew Greene serves as the Director of Strategic Insights for Archford Capital Strategies. In this role, he...
- Professional Class: Accountant, Exit Planner
Professional ExitMap Planner / USA: Illinois - St. Louis metropolitan Area / Featured
Attorney, Law Office of Andrew N. Karlen ➤ Andrew Karlen has been advising family-owned and other closely held firms, their owners and stakeholders for over...
- Professional Class: Attorney, Exit Planner
Professional ExitMap Planner / USA: New York / Featured
Managing Partner, The NYBB Group ➤ As an ExitMap Advisor, Anthony Citrolo will help you examine your options for the transfer of your business. Developing...
- Professional Class: Accountant, Exit Planner
Professional ExitMap Advisor / USA: New York - Long Island Area
Managing Partner, EndGame Consulting LLC ➤ Arthur Riley is a Certified Financial Planner Practioner with over 30 years of experience serving business owners and families....
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Planner / USA: Kansas - Kansas City Area / Featured
President, Entwistle Planning ➤ As an ExitMap Advisor, Bill Entwistle will help you examine your options for the transfer of your business. Developing a plan...
- Professional Class: Business Consultant
Senior Vice President, HUB International ➤ As senior vice president at HUB International, Brandon Chase is dedicated to helping clients see, and remain emotionally focused...
- Professional Class: Exit Planner, Financial Planner, Wealth Advisor
Professional ExitMap Planner / USA: Texas - Dallas Ft. Worth Area / Featured
President, Fortress Business Advisory ➤ As the President of Fortress Business Advisory, Brett Andrews has worked with individuals and businesses managing their assets since 1998....
- Professional Class: Exit Planner, Wealth Advisor
Professional ExitMap Planner / USA: Arizona - Phoenix Area / Featured
President, Davis Wealth Management, LLC ➤ Brian Davis is a Certified Financial Planner™ (CFP™) practitioner and holds the Accredited Investment Fiduciary® (AIF®) and Professional Plan...
- Professional Class: Exit Planner, Financial Planner, Insurance
Professional ExitMap Planner / USA: Ohio - Cleveland Area / Featured
Founder and CEO, Thames Management Resources, Ltd. ➤ Brian McIntyre is a Business Certified Appraiser. The Thames mission is to educate owners about the value...
- Professional Class: Exit Planner, Valuations
Professional ExitMap Planner / USA: Illinois - Rockford Area / Featured
President & CEO, Beickman Advisory ➤ As an ExitMap Advisor, Bruce Beickman will help you examine your options for the transfer of your business. Developing...
- Professional Class: Accountant
Professional ExitMap Advisor / USA: Kentucky - Louisville Area
Wealth Advisor, FPA Wealth Management ➤ As a CFP® and CEPA®, Chuck Kedra has been helping successful families and businesses achieve their financial goals for...
- Professional Class: Exit Planner, Financial Planner, Wealth Advisor
Professional ExitMap Planner / USA: Pennsylvania - Philadelphia Area / Featured
Assistant Vice President and Relationship Manager, Washington Trust ➤ Chris Barto has more than 20 years of experience working with institutional and private investors. As...
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Planner / USA: Washington / Featured
Managing Partner, PivotPoint Business Solutions ➤ As an ExitMap Advisor, Chris Cimaglio will help you examine your options for the transfer of your business. Developing...
- Professional Class: Business Consultant, Exit Planner
Professional ExitMap Advisor / USA: Indiana - Indianapolis Area
Vice President & Investment Officer, Fiduciary Trust Company ➤ As an Vice President of Fiduciary Trust Company, Christopher Shepler has long had a passion for...
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Planner / USA: Massachusetts - Boston Area / Featured
Franchise Owner, Murphy Business Northwest, Inc. ➤ As an ExitMap Advisor and Business Intermediary, Claudia Smith will help you examine your options for the transfer...
- Professional Class: Business Broker
Professional ExitMap Advisor / USA: Washington - Seattle Area
President & CEO, Hill Country Wealth Strategies ➤ Corwin Davidson, CExP, and the team at Hill Country Wealth Strategies specialize in strategic planning and exit...
- Professional Class: Exit Planner, Wealth Advisor
Professional ExitMap Planner / USA: Texas - Austin Area / Featured
Director, Haven Senior Investments ➤ As an ExitMap Advisor, Cyrus Julian will help you examine your options for the transfer of your business. Developing a...
- Professional Class: Business Broker, Wealth Advisor
Professional ExitMap Advisor / USA: Texas - Dallas Ft. Worth Area
Founder, Prism Financial Concepts ➤ David “Tyler” Heymann is a 20+ year veteran financial advisor and business leader. He has served in a number of...
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: Arizona - Phoenix Area / Featured
M&A Broker, Savvy Business Brokers ➤ Selling a business can be daunting; Dan Gerdman strives to stay one step ahead and reduce your stress during...
- Professional Class: Business Broker
Professional ExitMap Planner / USA: Wisconsin - Oshkosh Area / Featured
President/Financial Advisor, Purpose Financial Planning LLC ➤ Dan Kaibel, the founder of Purpose Financial Planning LLC, has enjoyed serving clients in the financial services industry...
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Planner / USA: Illinois - Chicago Area / Featured
Director - Wealth Planning Team, MacLean Financial Group, Inc. ➤ As the Director of our Wealth Planning Team at MacLean Financial Group, Dan Springer's passion...
- Professional Class: Exit Planner, Stock Broker, Wealth Advisor
Professional ExitMap Planner / USA: Nevada - Reno Area / Featured
Investment Advisor, Hunter Street Investment Advisors ➤ As an ExitMap Advisor, Daniel Conklin, AAMS, CEPA will help you examine your options for the transfer of...
- Professional Class: Exit Planner
Professional ExitMap Advisor / USA: North Carolina - Raleigh Area
Owner, Dealer Exit Planning Associates ➤ As the Owner of Dealer Exit Planning Associates, David Brackenbury is dedicated to helping owners of car dealerships exit...
- Professional Class: Executive Coach
Professional ExitMap Planner / USA: Pennsylvania - Allentown Area / Featured
Principal, Altus Exit Strategies, LLC ➤ As a Certified Exit Planner, David Jean serves as the Succession Planning Services Group Practice Leader for ARB. Additionally,...
- Professional Class: Accountant, Exit Planner
Professional ExitMap Planner / USA: Maine - Portland Area / Featured
President, Contractor Exit Strategy ➤ Failing to plan your exit strategy is failing your business. As an expert in assisting contractors in creating a business...
- Professional Class: Executive Coach, Business Consultant
Professional ExitMap Planner / USA: Colorado - Boulder Area / Featured
Owner and Founder, Goldstrand Planning Group ➤ As an ExitMap Advisor, Dennis Goldstrand will help you examine your options for the transfer of your business....
- Professional Class: Exit Planner, Insurance
Professional ExitMap Advisor / USA: California - Sacramento Area
Business Advisor, Business Value Booster ➤ Dr. Douglas Brown, CEPA is a graduate of the U.S. Military Academy at West Point and served as an...
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: Virginia - Williamsburg Area / Featured
Owner and TAB Facilitator, EdH Coaching LLC ➤ Ernst den Hartigh is the owner of the Alternative Board (TAB) New Orleans Northwest. He brings over...
- Professional Class: Business Broker, Executive Coach
Professional ExitMap Planner / USA: Louisiana - New Orleans Area / Featured
Co-Founder, High Speed Consulting LLC ➤ Frank has been working as a management consultant for the past 25 years, stemming from his time at IBM....
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: Florida - Tampa Area / Featured
CEO, Clear Focus LLC ➤ Gary Brunson, CEO of Clear Focus LLC, offers client-specific consulting services focused on the generational transfer of ownership, leadership development,...
- Professional Class: Business Consultant
Professional ExitMap Planner / USA: Indiana - South Bend Area / Featured
Founder & Partner, Business & Financial Strategies ➤ Greg McLaughlin started BFS in 2001 after completing his finance degree from the University of Iowa. After...
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: Iowa / Featured
Founder & CEO, Lafayette Square Financial Advisors, Inc. ➤ As founder of Lafayette Square Financial Advisors, Greg Peters' initial vision for Lafayette Square remains constant...
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Planner / USA: California - San Francisco Area / Featured
President, Phoenix Exchange Corporation ➤ Greg recently completed the Exit Planning Institute’s certification as a Certified Exit Planning Advisor. He feels his CEPA designation has...
- Professional Class: Business Consultant, Exit Planner
Professional ExitMap Planner / Canada: Ontario / Featured
Managing Partner - Capital Region, PA, Transworld Business Advisors ➤ As an agent with Transworld Business Advisors, Hitesh Patel helps his clients buy and sell...
- Professional Class: Business Broker
Professional ExitMap Planner / USA: Pennsylvania - Harrisburg Area / Featured
Managing Member, Nexus Advisors, LLC ➤ As a Managing member of Nexus Advisors, Holly Carroccio supports small businesses, families and individuals toward achieving their financial...
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Planner / USA: Texas - Dallas Ft. Worth Area / Featured
CEO, Exit Plan of Orange County ➤ Irving holds the designations of ChFC, CLU, CEPA, and CExP. Over the years, we have found that a...
- Professional Class: Exit Planner, Wealth Advisor
Professional ExitMap Planner / USA: California - Orange County Area / Featured
Managing Partner, TAELOS Financial Partners ➤ J Brian Morgan, AIF, CEPA, has always had a passion for understanding people and the unique experiences that guide...
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: North Carolina - Raleigh Area / Featured
Councelor at Law, Moore & Kerbawy Counselors At Law, PLLC. ➤ James L. Moore is known as the “expert’s-expert”. Moore’s reputation as a practical problem...
- Professional Class: Attorney, Exit Planner
Professional ExitMap Planner / USA: Michigan - Grand Rapids Area / Featured
President, Senior Wealth Manager, TAELOS Financial Partners ➤ James Norton, CEPA®, AIF® was named a Forbes 2021 Best-In-State Wealth Advisor. He has a genuine interest...
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: Texas - Houston Area / Featured
President, Exit Plan of Orange County, Inc. ➤ Jay McDowell's diverse experience over 30 years in “Corporate America” working for Fortune 100 companies, combined with...
- Professional Class: Executive Coach, Exit Planner
Professional ExitMap Planner / USA: California - Orange County Area / Featured
Founder & Chairman - Stewardship Legacy Coaching, LLC ➤ Jeff Rogers, CEP®, CKA®, is the author of The Stewardship of your Business Legacy…Wisely Stewarding the...
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: Florida - Orlando Area / Featured
Vice President, Beacon Retirement Planning Group, Inc. ➤ Joe DeMeo is president and founder of Money Bridge Wealth & Income Planning. He works closely with...
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: Colorado - Denver Area / Featured
Managing Director, Blue Sky Exit Planning Services ➤ Joe Gitto understands the confusion, concern and reluctance to begin thinking about planning for your business exit....
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: Florida - Orlando Area / Featured
President, MPN Incorporated ➤ John F. Dini develops transition and succession strategies that allow business owners to exit their companies on their own schedule, with...
- Professional Class: Executive Coach, Business Consultant, Exit Planner
Professional ExitMap Planner / USA: Texas - San Antonio Area / Featured
Owner and Facilitator, The Alternative Board at Jersey Shore North ➤ As an ExitMap Advisor, John Mousseau will help you examine your options for the...
- Professional Class: Executive Coach
Professional ExitMap Advisor / USA: New Jersey - Red Bank Area
Business Transaction Attorney, Walker Law PC ➤ John Walker brings over 30 years of legal and business development experience. Beyond his background in business law,...
- Professional Class: Accountant, Exit Planner
Professional ExitMap Planner / USA: Texas - Houston Area / Featured
Owner, Herrera CPA ➤ Jorge Herrera earned his bachelor’s degree in accounting from the Instituto de Estudios Superiores de Tamaulipas (IEST Anáhuac) in 1983 and...
- Professional Class: Accountant
Professional ExitMap Planner / USA: Texas - San Antonio Area / Featured
Principal, Aurora Capital Group ➤ Joseph Frasko is a serial entrepreneur with direct experience in multiple startups and exits. His passion is empowering business owners...
- Professional Class: Business Consultant, Exit Planner
Professional ExitMap Planner / USA: New York - Brooklyn area / Featured
Founder, JoeCo Business Coaching Inc. ➤ As the Founder of JoeCo Business Coaching Inc. Joseph Markovitch helps business owners successfully transition out of their business....
- Professional Class: Executive Coach, Exit Planner
Professional ExitMap Planner / Canada: British Columbia / Featured
CEO, Beacon Retirement Planning Group, Inc. ➤ Kelly Carter is the CEO of BRPG and has more than 30 years experience as a financial retirement...
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: California - San Diego Area / Featured
CEO, The Exit Strategy Group ➤ Kerry Boulton, CEO and Founder of The Exit Strategy Group and NEXUS Business Coaching, is Australia’s most respected exit...
- Professional Class: Executive Coach, Business Consultant, Exit Planner
Professional ExitMap Planner / Australia: Victoria / Featured
CEO, Veracity Capital ➤ As CEO of Veracity Capital, Kevin Gray brings to Veracity Capital executive-level leadership skills, with a deep understanding of all aspects...
- Professional Class: Financial Planner, Wealth Advisor
Professional ExitMap Planner / USA: Texas - Dallas Ft. Worth Area / Featured
Business Advisor, RMS Advisory Group ➤ As an ExitMap Advisor, Kirk Coyne will help you examine your options for the transfer of your business. Developing...
- Professional Class: Business Broker, Business Consultant, Exit Planner
Professional ExitMap Advisor / USA: Texas - Dallas Ft. Worth Area
CEO & Principal, Financial Life Advisors ➤ As an ExitMap Advisor, Kirk Francis will help you examine your options for the transfer of your business....
- Professional Class: Financial Planner
Professional ExitMap Advisor / USA: Texas - San Antonio Area
Owner, Vision Performance Group/TAB - Halton Region ➤ Lance Patten MBA, CMA has 25 years of strategic business leadership experience in privately owned businesses, helping...
- Professional Class: Business Consultant
Professional ExitMap Planner / Canada: Ontario / Featured
Financial Advisor, GFG Solutions ➤ As an ExitMap Advisor, Landon Archangelo will help you examine your options for the transfer of your business. Developing a...
- Professional Class: Exit Planner
Financial Advisor, Golden Sands Financial LLC, LLC ➤ Lee Courtright, a financial professional in Stevens Point, Wisconsin, understands that individuals face unique challenges as they...
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Planner / USA: Wisconsin-Stevens Point Area / Featured
Principal Consultant, Empyrean Associates Inc. ➤ Lee G. Jones, PMP, CEPA, Exit Planning Advisor and Executive Coach - began advising business owners and executives after...
- Professional Class: Executive Coach, Exit Planner
Professional ExitMap Planner / USA: Texas - Houston Area / Featured
President, lahcpas ➤ Linda Hamilton is a Certified Public Accountant with more than 30 years of experience in tax, accounting and consulting services. Her firm...
- Professional Class: Accountant, Exit Planner
Professional ExitMap Planner / USA: New York / Featured
Consultant, Exit Plan of Orange County ➤ As a business and executive coach, Lisa Walker helps business owners put tools and processes into place for...
- Professional Class: Executive Coach, Business Consultant
Professional ExitMap Planner / USA: California - Orange County Area / Featured
Entrepreneur Strategist, ATB Financial ➤ Maria worked for ATB for more than seven years before forging out on her own. Maria has a background in...
- Professional Class: Business Consultant
Founder & CEO, AMP Business Valuations ➤ Mark Ahern started Amp Business Valuations in late 2020. He has a background in financial services and a...
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: Colorado - Denver Area / Featured
Principal, Omega7 ➤ With a 30-year history of working with entrepreneurs, Mr. Flenniken brings a tremendous wealth of problem solving skills to Omega7' unique M...
- Professional Class: Exit Planner, Financial Planner, Insurance
Professional ExitMap Planner / USA: Texas - Lubbock Area / Featured
Principal, Business Owner Succession Strategies (BOSS) ➤ Mark Hegstrom is a Certified Exit Planning Advisor. He helps business owners plan for what may be their...
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Planner / USA: Minnesota - Minneapolis Area / Featured
Small Business Expert & Strategist, iThink Business Academy ➤ As an ExitMap Advisor, Marton Medina will help you examine your options for the transfer of...
- Professional Class: Executive Coach, Valuations
Professional ExitMap Advisor / USA: California - Los Angeles Area
Principal/Member, High Lift Financial ➤ Matt DiFrancesco is dedicated to helping families create something greater than themselves, aligning families to create multi-generational wealth. He specializes...
- Professional Class: Exit Planner
Professional ExitMap Planner / USA: Pennsylvania - Pittsburgh Area / Featured
President, Ataraxia Advisory Services, LLC ➤ Michael Jones is a Certified Financial Planner and Certified Exit Planning Advisor. People call on Mike when they want...
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Planner / USA: Virginia - Blacksburg Area / Featured
Owner/CFO, Veracity Capital ➤ As Chief Financial Officer of Veracity Capital, Michael Mess assists in developing, communicating, executing, and sustaining strategic initiatives as well as...
- Professional Class: Financial Planner, Wealth Advisor
Professional ExitMap Planner / USA: California - Orange County Area / Featured
Principal, Rapps & Associates, PLLC ➤ As an ExitMap Advisor, Michael Rapps will help you examine your options for the transfer of your business. Developing...
- Professional Class: Attorney, Exit Planner, Financial Planner
Professional ExitMap Advisor / USA: New York - Long Island Area
Financial Representative, Wealth Design Group ➤ As an ExitMap Advisor, Mr. Michael Ringel, CPA, RICP, CDFA, CExP, will help you examine your options for the...
- Professional Class: Exit Planner
Professional ExitMap Advisor / USA: New Jersey - Red Bank Area
Vice President & Investment Officer, Fiduciary Trust Company ➤ As Vice President for Fiduciary Trust Company , Michael Stephens helps individuals and families identify and...
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Planner / USA: Massachusetts - Boston Area / Featured
Principal, Business Value Strategies ➤ Mike’s background includes over 20 years in a C-Suite Executive position in various industries domestically, along with 4 years of...
- Professional Class: Business Consultant, Exit Planner
Professional ExitMap Planner / USA: North Carolina - Raleigh Area / Featured
Financial Advisor, Sales Director, OneIndiana Financial Group ➤ As an ExitMap Advisor, Nicole Tate will help you examine your options for the transfer of your...
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Advisor / USA: Indiana - Indianapolis Area
President, ENNIS Legacy Partners | ExitReadiness.com ➤ With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of...
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Planner / USA: Maryland - Gaithersburg Area / Featured
Managing Partner, Wealth Manager, Beacon Retirement Planning Group, Inc. ➤ Patrick Jenkins is the Managing Partner at Wealth Advocates. He has extensive experience leading, analyzing...
- Professional Class: Exit Planner
Professional ExitMap Planner / Featured
President, Signature America Wealth Management ➤ As an ExitMap Advisor, Paul Kalra will help you examine your options for the transfer of your business. Developing...
- Professional Class: Financial Planner
Professional ExitMap Advisor / USA: California - Los Angeles Area
Founder & Principal, Portfolio Manager, Principal, Cypress Wealth Management ➤ PAUL THIELS, AIF®, CPWA®, CEPA has developed a network of close working relationships with a...
- Professional Class: Wealth Advisor
Professional ExitMap Planner / USA: Louisiana - New Orleans Area / Featured
President, Stony Hill Advisors ➤ Selling businesses is what Paul does best. He is able to bring his experience in B2B and B2C markets, with...
- Professional Class: Business Broker, Business Consultant
Professional ExitMap Planner / USA: Connecticut - Stamford Area / Featured
Certified Exit Planner, NW Exit Planning LLC ➤ Peter Williamson founded NW Exit Planning because he’s passionate about helping business owners win the endgame of...
- Professional Class: Executive Coach, Business Consultant, Exit Planner, Valuations
Professional ExitMap Planner / USA: Washington / Featured
President, Richard Brothers Financial Advisors ➤ Randall "Randy" Richard, CEPA, manages the firm’s investments and portfolio allocations and selection of institutional products. He is an...
- Professional Class: Exit Planner, Insurance
Professional ExitMap Planner / USA: Maine - Portland Area / Featured
The Exit Strategy Coach ➤ I advise and coach business owners through the process of maximizing the value of their business so when the time...
- Professional Class: Business Consultant
Professional ExitMap Planner / USA: North Carolina - Wilmington Area / Featured
Founder & Managing Principal, CCO, Brick House Strategic Wealth ➤ Rob Macaulay has worked in the Wealth Advisory profession for over 30 years. He has...
- Professional Class: Exit Planner, Financial Planner
Professional ExitMap Planner / USA: Pennsylvania - Philadelphia Area / Featured
President, The ROC Group ➤ Bob has a passion to help people and businesses. He utilizes his 27 years of industry and 9 years of...
- Professional Class: Executive Coach
Professional ExitMap Planner / USA: Wisconsin - Eau Claire Area / Featured
President, South Florida M&A Advisors ➤ As an ExitMap Advisor, Russell Cohen will help you examine your options for the transfer of your business. Developing...
- Professional Class: Business Broker
Client Specialist, The Trust Company of Tennessee ➤ As a Client Specialist for The Trust Company of Tennessee, Sam has a passion for advising that...
- Professional Class: Accountant
Professional ExitMap Planner / USA: Tennessee - Knoxville Area / Featured
Value Creation Advisor, ascendBIZ2 ➤ Scott Barth is a passionate consultant/advisor/entrepreneur, who has helped 200+ owner-managed companies, in 42 different industries, since 2003, using his...
- Professional Class: Business Consultant, Exit Planner
Professional ExitMap Planner / USA: Colorado - Denver Area / Featured
President & COO, Portfolio Manager, Principal, Century Management Financial Advisors ➤ Scott Van Den Berg, CFP, AIF, CEPA started his career in real estate, then...
- Professional Class: Financial Planner, Wealth Advisor
Professional ExitMap Planner / USA: Texas - Austin Area / Featured
Wealth Advisor & Partner, FPA Wealth Management ➤ FPA Wealth Management has built a goal-driven and planning-focused model for helping clients. This model emphasizes the...
- Professional Class: Exit Planner, Financial Planner, Wealth Advisor
Professional ExitMap Planner / USA: Pennsylvania - Philadelphia Area / Featured
Senior Vice President, The Trust Company of Tennessee ➤ Sheryl brings 30 year of professional experience in investment management, business advisory, strategic planning and financial...
- Professional Class: Business Consultant, Exit Planner
Professional ExitMap Planner / USA: Tennessee - Knoxville Area / Featured
President, Duke Business Advisors ➤ As the President of Duke Business Advisors, Steve Duke works with businesses from early-stage to exit. Consequently, he sees what...
- Professional Class: Business Broker, Business Consultant
Professional ExitMap Planner / USA: North Carolina - Charlotte Area / Featured
Director of Client Success, PAX Financial Group LLC ➤ Steve Manuel, CFP, RICP, is an action-oriented, strategic, customer-focused personal financial planning and wealth management executive....
- Professional Class: Financial Planner
Professional ExitMap Planner / USA: Texas - San Antonio Area / Featured
President, Beacon Retirement Planning Group, Inc. ➤ Steven A. Conte is President of Planning Group, Inc., and has 32 years of experience in corporate America,...
- Professional Class: Wealth Advisor
Professional ExitMap Planner / USA: Florida - Orlando Area / Featured
President, Transworld Business Advisors of Naperville ➤ As President of Transworld Business Advisors, Steven Eschbach helps his clients buy and sell businesses every day, ensuring...
- Professional Class: Business Broker
Professional ExitMap Planner / USA: Illinois - Chicago Area / Featured
Co-Founder, President and Senior Wealth Advisor, Zeller Kern Wealth Advisors ➤ Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Business Exit Planner, Accredited investment...
- Professional Class: Exit Planner, Financial Planner, Wealth Advisor
Professional ExitMap Planner / USA: California - Sacramento Area / Featured
Founder and President, Family Business Legacies, LLC ➤ T. Ray Phillips specializes in Business Continuation, Owner Exit Objectives, Leadership Succession and Wealth Transfer Planning for...
- Professional Class: Business Consultant, Exit Planner
Professional ExitMap Planner / USA: Indiana - Indianapolis Area / Featured
Founder and Managing Broker, LA Business Pros ➤ Tawnya Gilreath has a very diverse background and is passionate about helping business owners successfully move on...
- Professional Class: Attorney, Business Broker, Exit Planner
Professional ExitMap Planner / USA: California - Palm Desert Area / Featured
President, Exodus Complink Tom Jordan helps business owners leave their companies in their own time, with complete control and maximum value. He helps in building transferable...
- Professional Class: Executive Coach, Business Consultant, Exit Planner, Valuations
Professional ExitMap Planner / USA: Texas - San Antonio Area / Featured
Principal, Boyer & Ritter LLCs ➤ Thomas "Tom" Taricani, ABV, CEPA, CPA, CVA chairs the firm's Valuation Advisory Services practice and provides audit, accounting, tax,...
- Professional Class: Accountant, Exit Planner, Valuations
Professional ExitMap Planner / USA: Pennsylvania - State College Area / Featured
CEO, Savvy Business Brokers ➤ TJ Sainsbury, CEPA, is a business broker with the knowledge, experience, and tools to transfer business ownership successfully. He works...
- Professional Class: Business Broker, Exit Planner
Professional ExitMap Planner / USA: Wisconsin - Madison Area / Featured
Financial Advisor, Sagamore Advisors of Raymond James ➤ As an ExitMap Advisor, Tony Iacobucci will help you examine your options for the transfer of your...
- Professional Class: Accountant, Exit Planner, Financial Planner
Professional ExitMap Advisor / USA: Indiana - Indianapolis Area
Senior Associate, Valent Wealth, LLC ➤ Vince has 38 years of experience providing services in four key areas: Estate Planning and Exit Planning for owners...
- Professional Class: Exit Planner, Wealth Advisor
Professional ExitMap Planner / USA: Nevada - Las Vegas Area / Featured
Certified Business Broker, Realtor, Dream Business Brokers ➤ As an ExitMap Advisor, Vinil Ramchandran will help you examine your options for the transfer of your...
- Professional Class: Business Broker
Professional ExitMap Advisor / USA: California - Los Angeles Area
President & Founder, C2 Wealth Strategies ➤ As an ExitMap Advisor, Wesley Coody will help you examine your options for the transfer of your business....
- Professional Class: Exit Planner, Wealth Advisor
President, Peer Group Advisors, Inc. ➤ Will Shain is a certified executive business coach and advisor for Peer Group Advisors, Inc., a private consulting firm...
- Professional Class: Executive Coach, Business Consultant
Professional ExitMap Planner / USA: Massachusetts - Plymouth Area / Featured
Special Agent, Opes One Advisors ➤ As an ExitMap Advisor, William Toay will help you examine your options for the transfer of your business. Developing...
- Professional Class: Business Consultant