Evaluating The Exit Planning Team, with Mack Browder.
Why I got Into This Business, with Road Ammons.
The Reward of Helping Entrepreneurs Accomplish Great Things, with Alexander Davie.
Stump the Host About Key Employee Valuation Methods, with Andy Faught.
The Three Most Common Questions Business Owners Ask, with Blain Wease.
Stump the Host About ESOPs, with James W. Berry
Entrepreneur's M and A Journal, with Jim Cumbee.
How Business Employee Benefits Influence the Owner's Personal Financial Strategy, with Kevin P. Clingan
I Don't Want to Pay A Business Appraiser Because They Charge Too Much, with Leo J. Delisi.
The Business Owner's First Question After They Decide to Sell Their company, with Matthew Brothers.
Accounting and Taxes
CPA (Certified Public Accountant)
EA (Enrolled Agent)
Appraisals and Valuations
ABV (Accredited in Business Valuation)
ASA (American Society of Appraisers)
CBA (Certified Business Appraiser)
CVA (Certified Valuation Analyst)
AVA (Accredited Valuation Analyst)
Banking and Credit
Independent Financing Consultant
Employee Benefits Consultant
Executive Benefits Consultant
REBC (Registered Employee Benefits Consultants)
CFP (Certified Financial Planner)
CAP (Chartered Advisor in Philanthropy)
ChFC (Chartered Financial Consultant)
CRPC (Chartered Retirement Planning Counselor)
Independent Insurance Advisor
CLU (Chartered Life Underwriter)
CLTC (Certified in Long-Term Care)
RHU (Registered Health Underwriter)
CPCU (Chartered Property Casualty Underwriter)
CRM (Certified Risk Manager)
Captive Insurance Agent
RIA (Registered Investment Advisor)
AIF (Accredited Investment Fiduciary)
CWS (Certified Wealth Strategist)
CFS (Certified Fund Specialist)
CFA (Chartered Financial Analyst)
Chartered Investment Counselor (CIC)
Certified Investment Management Analyst (CIMA)
Chartered Market Technician (CMT)
CIMA (Certified Investment Management Analyst - The Wharton School)
CBEC (Certified Business Exit Consultant)
CEPA (Certified Exit Planning Advisor)
CExP (Certified Exit Planner)
Family Business Consultant
Organizational Development Consultant
CFBS (Certified Family Business Specialist)
CBI (Certified Business Intermediary)
CSP (Certified Succession Planner)
FEA (Family Enterprise Advisor)
Agricultural Business Consultant
Family Business Advisor
Human Capital Management Consultant
Estate Planning Attorney
Mergers & Acquisitions Attorney
CPEP (Certified Private Equity Professional)
Private Equity Professional
Ideal Connections Between Business Owners and Advisors.
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