I provide expert Advisory services to business owners that are exiting their Companies| I help fellow CEPAs provide their clients with expert Personal Planning | Author and Creator of “Second Wave Life | CEPA
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1 playbook
Joined: 2026-02-19
About
I provide expert Advisory services to business owners that are exiting their Companies| I help fellow CEPAs provide their clients with expert Personal Planning | Author and Creator of “Second Wave Life | CEPA
Expertise: Consulting
Published Playbooks
Life After Exit: Advisor Resources Kit [Consulting] — An essential resource bundle for advisors guiding clients through post-exit transitions. It delivers a practical framework for conversations, ready-to…
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