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
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 & 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
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
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, 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
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
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
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
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
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
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, 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