Effective exit planning is a crucial feature of our overall financial planning and wealth management services. In many ways, our exit planning approach is not concerned about a desired exit date. Instead, it is a present-focused process designed to ensure a personally rewarding future outcome.
We use the skills and knowledge of two Certified Exit Planning Advisors (CEPAs), Mike Zimmerman, President and Founder, and John Packer, Small Business Director, to help you not only grow the value of your most important investment, but to also make sure that you are financially and personally prepared to exit your business—whenever that may happen. As CEPAs Mike and John, who have decades of combined experience in wealth management and small business consulting, are trained and certified in a proven process developed by the Exit Planning Institute.
Following are the three core values behind our exit planning services:
Fractional CFO services are a crucial feature of our overall financial planning and wealth management offerings. We believe these services are an important because they enable us to help our small business owner-clients effectively manage what might be their largest and most important investment: their business, which often represents many years of sacrifice and hard work
We use the skills and knowledge of John Packer, our Small Business Advisor, to help you not only grow the value of your most important investment, but to also make sure that you are financially and personally prepared to exit your business—whenever that may happen. John is both a licensed CPA and Certified Exit Planning Advisor (CEPA) with over 15 years’ experience in working with a diverse group of small businesses—and small business owners.
Following are the three core values behind our fractional CFO services:
OWNING AND LEADING A SMALL BUSINESS IS, ABOVE ALL ELSE, A PERSONAL JOURNEY
We believe that “all business is personal”, meaning that a small business owner is, above all else, on a personal life journey—a journey whose goal is to be successful and ultimately result in a rewarding exit. With each client, we develop a custom approach that enables our small business owner-clients to lead their business more strategically and ultimately be as successful as possible.
WE BELEVE IN PROFESSIONAL COLLABORATION
Advising and guiding a small business owner requires a coordinated, team approach between the owners’ fractional CFO, CPA-tax specialist, and attorney. Our fractional CFO model seeks to build a collaborative relationship across all of the client’s key advisors so that everyone is working towards the same goal, while at the same time optimizing professional expertise.
WE ARE COMMITTED TO STRATEGY AND EXECUTION
Our factional CFO engagements begin with a discovery phase, where we first conduct a comprehensive evaluation of your current accounting environment: where the gaps are and what needs to be modified. From there, we build a transformation plan that ensures we achieve all targeted system improvements.
But, as all small business owners know, strategy and execution on ongoing processes. Once we achieve our initial system enhancement, the need for continuous improvement never abates, especially as we stand on the cusp of emerging opportunities offered by artificial intelligence. John Packer’s extensive experience as a fractional CFO effectively equips him to help business owners execute all key strategic initiatives.
Click this link to access our Insights about this powerful service for business owners.
If you are interested, please contact John at john@regal-wealth.com.
This advice/business service is currently not affiliated with J. W. Cole Advisors, Inc. (JWCA) in any form. Investment services are affiliated but Regal Business Advisory/ Accounting services are not Broker dealer platforms.
