Wednesday, July 06, 2011

Certified Exit Planner

I am proud to announce the successful completion of my certification as a Certified Exit Planner.  Through the Business Enterprise Institute, I learned and trained to become a Certified Exit Planner (“CExP”).  Business Enterprise Institute is a membership-based organization that focuses on helping business advisors assist their business-owners clients with planning for the single, most important financial event of their lives- the transition and exit out of their business.  The CExP program is a 100+ hour program covers all area of exit planning: the five critical elements of a successful exit plan, understanding and identifying owner objectives, quantifying business and personal financial resources, maximizing and protecting business value, ownership transfers to third parties, ownership transfers to insiders (children, key employees, ESOPs), business continuity (stay bonus plans, buy/sell agreements), family business planning, and deferred compensation.     

Jason Salinardi

BridgeBuilder

Thought for the Week

"A budge tells us what we can't afford,

but it doesn't keep us from buying it."

~William Feather