Exit Planning Tools for Business Owners

USA: Texas

Casey Kupper, CFP, CFA, CAIA, CEPA

  • Professional Class: Exit Planner, Financial Planner

 USA: Texas - Dallas Ft. Worth Area

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

  • Professional Class: Exit Planner, Financial Planner, Insurance

 USA: Texas - Houston Area

James Norton, CEPA®

  • Professional Class: Exit Planner

 USA: Texas - Houston Area

Jeff Adam, PE, BCB, MCBC, CBB, FRC

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

 USA: Texas - Dallas Ft. Worth Area / Featured

John F. Dini, CMBA, CExP, CEPA

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

 USA: Texas - San Antonio Area / Featured

John Walker, J.D., LL.M., CEPA

  • Professional Class: Accountant, Exit Planner

 USA: Texas - Houston Area

Jon FitzSimon, CEPA

  • Professional Class: Exit Planner

 USA: Texas - San Antonio Area

Jorge Herrera, CPA, CIA

  • Professional Class: Accountant

 USA: Texas - San Antonio Area

Kirk Francis, CFP, AIF

  • Professional Class: Financial Planner

 USA: Texas - San Antonio Area

Ray Fernandez Jr., CPA, CFP, CBEC, CVGA

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

 USA: Texas - Houston Area / Featured

Russ Ray III, CRPC, CEPA

  • Professional Class: Exit Planner, Wealth Advisor

 USA: Texas - Dallas Ft. Worth Area / Featured

Thomas J. Jordan, MSFS, CEPA

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

 USA: Texas - San Antonio Area

Wes Oliver, CEPA

  • Professional Class: Exit Planner, Wealth Advisor

 USA: Texas - Dallas Ft. Worth Area / Featured