Brian P. Callanan, AAMS®, AIF®, CBC®, CEPA®, CLTC®, CVB®, RICP

Brian P. Callanan, AAMS®, AIF®, CBC®, CEPA®, CLTC®, CVB®, RICP

I help make sure you get paid
exactly what your business is
worth

Exit with a plan—and a legacy—that lasts

Get set up with the Value Acceleration Methodology™ framework for exit planning.

It will help to uncover the truth
about the state of your business AND create a plan that will give your business (and you)…

The TRUE value via advanced metrics

I help make sure you get paid
exactly what your business is
worth

Exit with a plan—and a legacy—that lasts

Get set up with the Value Acceleration Methodology™ framework for exit planning. It

will help to uncover the truth about the state of your business AND create a plan that

will give your business (and you)…

SUCCESS STORIES

"Brian is a gifted story teller... one with passion and kindness. Taking care of your family and employees through business succession planing is a key component of proper planning"

-John W. Cullum, CFP® Senior Advisor Charitable Estate Planning, Southeast American Heart Association

"How to make your hard earned money go further in retirement"

-Randy Forrester, FFL Chief Pilot, Jet Blue

"An excellent guide for planning your retirement and exit strategy for sale of your business. Don't embark on either without considering Callanan's knowledgeable advice."

-R. Steven Gorden, Senior Philanthropic Advisor, Florida St. Jude Children’s Research Hospital

SUCCESS STORIES

"Brian is a gifted story teller... one with passion and kindness. Taking care of your family and employees through business succession planing is a key component of proper planning"

-John W. Cullum, CFP® Senior Advisor Charitable Estate Planning, Southeast American Heart Association

"How to make your hard earned money go further in retirement"

-Randy Forrester, FFL Chief Pilot, Jet Blue

"An excellent guide for planning your retirement and exit strategy for sale of your business. Don't embark on either without considering Callanan's knowledgeable advice."

-R. Steven Gorden, Senior Philanthropic Advisor, Florida St. Jude Children’s Research Hospital

GET INSTANT ACCESS

POWERFUL MUST-READ OWNER READINESS

REPORT FOR MAXIMIZING BUSINESS VALUE

GET INSTANT ACCESS

POWERFUL MUST-READ OWNER READINESS

REPORT FOR MAXIMIZING BUSINESS VALUE

WHO KNOWS WHAT YOUR

BUSINESS IS WORTH?


CPAs? Lawyers? Bankers? Financial Advisors? Insurance Brokers? Risk

Managers? Estate or Trust Planners?


TRUTH BOMB: NOT ONE OF THEM KNOWS.

THAT'S THE PROBLEM!

WHO KNOWS WHAT YOUR

BUSINESS IS WORTH?


CPAs? Lawyers? Bankers? Financial Advisors? Insurance Brokers? Risk

Managers? Estate or Trust Planners?


TRUTH BOMB: NOT ONE OF THEM KNOWS.

THAT'S THE PROBLEM!

I HAVE 30 YEARS’ EXPERIENCE ADVOCATING FOR BUSINESS OWNERS, WHETHER

YOU’RE LOOKING TO SELL RIGHT NOW OR WANT TO PLAN FOR A SUCCESSFUL

EXIT…

BRIAN P. CALLANAN IS YOUR PERSONAL CERTIFIED CHIEF EXIT OFFICER™ THAT

ACTUALLY ADVOCATES FOR YOU, THE BUSINESS OWNER.

80% of business owners looking

to sell

never find a buyer…


And of that 20% that do sell…

3 out of 4 say they profoundly

regret the experience.


(*Exit Planning Institute “State of Owner

Readiness Report | Colorado” *Exit Planning

Institute, Sept. 2022)

80% of business owners looking

to sell

never find a buyer…


And of that 20% that do sell…

3 out of 4 say they profoundly

regret the experience.


(*Exit Planning Institute “State of Owner

Readiness Report | Colorado” *Exit Planning

Institute, Sept. 2022)


There’s an old saying that goes: “It’s not the mountain we conquer but

ourselves.” – Sir Edmund Hillary(among the first climbers confirmed to have

reached the summit of Mount Everest)

I teach you how to conquer both.

But I don’t just point to where the summit is…

Or even just teach you wilderness survival skills

I GIVE YOU THE TRAINING, THE TEAM, THE GEAR, THE TOOLS, THE MAP, THE COMPASS, TEACH YOU THE RISKS OF THE NATURAL PREDATORS, AND LET YOU KNOW WHAT YOU CAN EAT AND DRINK TO GET THERE SAFELY.

I WILL GUIDE YOU ALL THE WAY TO THE SUMMIT.


Plus, we’ll be joined by some of my friends who are among the best in

scaling and ascending to the top.


There’s an old saying that goes: “It’s not the mountain we conquer but

ourselves.” – Sir Edmund Hillary(among the first climbers confirmed to have

reached the summit of Mount Everest)

I teach you how to conquer both.

But I don’t just point to where the summit is…

Or even just teach you wilderness survival skills

I GIVE YOU THE TRAINING, THE TEAM, THE GEAR, THE TOOLS, THE MAP, THE COMPASS, TEACH YOU THE RISKS OF THE NATURAL PREDATORS, AND LET YOU KNOW WHAT YOU CAN EAT AND DRINK TO GET THERE SAFELY.

I WILL GUIDE YOU ALL THE WAY TO THE SUMMIT.


Plus, we’ll be joined by some of my friends who are among the best in

scaling and ascending to the top.

MAXIMIZE COMPANY VALUES

CALIBRATE YOUR COMPASS

SUCCESSFUL EXIT STRATEGY

Maximize Company Value

Uncover the TRUE current value of your business via advanced metrics and identify your six value drivers

MAXIMIZE COMPANY VALUES

CALIBRATE YOUR COMPASS

SUCCESSFUL EXIT STRATEGY

Maximize Company Value

Uncover the TRUE current value of your business via advanced metrics and identify your six value drivers

Calibrate Your Compass


Set your compass to improve and scale your business (with top-shelf training every step of the way!)

Calibrate Your Compass


Set your compass to improve and scale your business (with top-shelf training every step of the way!)

Successful Exit Strategy


Implement actionable steps to help achieve your goals & maximize the $$$ value of your business NOW!

Successful Exit Strategy


Implement actionable steps to help achieve your goals & maximize the $$$ value of your business NOW!

I GREW UP SURROUNDED BY

FINANCIAL STRESS ...


I saw people lose their homes, families, and even their lives because of financial hardship.

This is why I made it my mission to educate and advocate for Business Owners to bring

about their understanding and financial freedom.

I take it very personally.

This conviction led me to implement the
Value Acceleration Methodology™…


…Which has allowed thousands of business owners to
skyrocket the value of their businesses, develop a

thorough plan, sell without regrets…


And most importantly…


Feel confident in the legacy they’re leaving behind and

take care of the ones they love.

I GREW UP SURROUNDED BY

FINANCIAL STRESS ...


I saw people lose their homes, families, and even their lives because of financial hardship.

This is why I made it my mission to educate and advocate for Business Owners to bring

about their understanding and financial freedom.

I take it very personally.

This conviction led me to implement the
Value Acceleration Methodology™…


…Which has allowed thousands of business owners to
skyrocket the value of their businesses, develop a

thorough plan, sell without regrets…


And most importantly…


Feel confident in the legacy they’re leaving behind and

take care of the ones they love.

WHERE DO I START?


THEN CHECK THIS OUT…

TRUE BUSINESS VALUATION


This assessment will give you clarity as to how much your business

is worth… And you walk away with next steps for increased

maximum value for your business.

WHERE DO I START?


THEN CHECK THIS OUT…

TRUE BUSINESS VALUATION


This assessment will give you clarity as to how much your business

is worth… And you walk away with next steps for increased

maximum value for your business.

FEELING LOST? LIKE YOU HAVE NO TOOLS

TO NAVIGATE THE LANDSCAPE?


“If you don’t know where you are, how do you know where you are going?”

– Brian P. Callanan (Boy Scout – Assistant Scoutmaster – Eagle Scout Advisor)


THEN CHECK THIS OUT…


VALUE ACCELERATION MAP™


This epic training will help you discover exactly where your business stands and

clear, concise directions of where to go next on your journey.

FEELING LOST? LIKE YOU HAVE NO TOOLS

TO NAVIGATE THE LANDSCAPE?


“If you don’t know where you are, how do you know where you are going?”

– Brian P. Callanan (Boy Scout – Assistant Scoutmaster – Eagle Scout Advisor)


THEN CHECK THIS OUT…


VALUE ACCELERATION MAP™


This epic training will help you discover exactly where your business stands and

clear, concise directions of where to go next on your journey.


WOULD YOU LIKE TO SCHEDULE A CALL WITH THE CHIEF EXIT

OFFICER™ TO GET A FEEL FOR HIS COMMITMENT TO YOU?


THEN GO AHEAD AND…

FIND A TIME ON MY CALENDAR


WOULD YOU LIKE TO SCHEDULE A CALL WITH THE CHIEF EXIT

OFFICER™ TO GET A FEEL FOR HIS COMMITMENT TO YOU?


THEN GO AHEAD AND…

FIND A TIME ON MY CALENDAR


I’M A BUSY GUY, BUT I’LL ALWAYS TELL-IT-TO-YOU-STRAIGHT. IF YOU WOULD LIKE

TO TALK FACE TO FACE AND LEARN MORE ABOUT HOW I CAN HELP YOU SEE THE

TRUTH ABOUT YOUR BUSINESS, GET ON MY CALENDAR.


I’M A BUSY GUY, BUT I’LL ALWAYS TELL-IT-TO-YOU-STRAIGHT. IF YOU WOULD LIKE

TO TALK FACE TO FACE AND LEARN MORE ABOUT HOW I CAN HELP YOU SEE THE

TRUTH ABOUT YOUR BUSINESS, GET ON MY CALENDAR.

LIKE FREE STUFF?

DETERMINE READINESS TO TRANSITION AND

UNLOCK WEALTH WITH THIS OWNER READINESS

REPORT

LIKE FREE STUFF?

DETERMINE READINESS TO TRANSITION AND

UNLOCK WEALTH WITH THIS OWNER READINESS

REPORT

CERTIFICATIONS & LICENSES

  • Accredited Asset Management Specialist (AAMS)

  • Accredited Investment Fiduciary (AIF)

  • Cash Balance Consultant (CBC)

  • Certified Exit Planning Advisor (CEPA)

  • Certification for Long Term Care (CLTC)

  • Certified Value Builder (CVB)

  • Retirement Income Certified Professional (RICP)

  • Series 7, 24, 63, 66, 79, 82

  • FL 215 -Life Insurance with Annuity & Health

  • Florida Real Estate Sales Associate-SL689638

  • Florida Mortgage Loan Originator #388277

  • Florida Notary Public

CERTIFICATIONS & LICENSES

  • Accredited Asset Management Specialist (AAMS)

  • Accredited Investment Fiduciary (AIF)

  • Cash Balance Consultant (CBC)

  • Certified Exit Planning Advisor (CEPA)

  • Certification for Long Term Care (CLTC)

  • Certified Value Builder (CVB)

  • Retirement Income Certified Professional (RICP)

  • Series 7, 24, 63, 66, 79, 82

  • FL 215 -Life Insurance with Annuity & Health

  • Florida Real Estate Sales Associate-SL689638

  • Florida Mortgage Loan Originator #388277

  • Florida Notary Public

Securities are offered through Finalis Securities LLC. Member FINRA / SIPC. Callanan Financial Advocates is not a registered broker-dealer, and Finalis Securities LLC and Callanan Financial Advocates are separate, unaffiliated entities. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck


www.TheChiefExitOfficer.com (the "Callanan Financial Advocates Website") is a website operated by Callanan Financial Advocates, a privately held Florida limited liability company. Callanan Financial Advocates provides Estate Planning, Financial and Strategic Advisory, Consulting Services, Mergers and Acquisition Services, Fairness Opinions, Exit Planning and more.

© Copyright 2024 - Callanan Financial Advocates -All Rights Reserved.

Securities are offered through Finalis Securities LLC. Member FINRA / SIPC. Callanan Financial Advocates is not a registered broker-dealer, and Finalis Securities LLC and Callanan Financial Advocates are separate, unaffiliated entities.

Finalis Privacy Policy

| Finalis Business Continuity Plan

| FINRA BrokerCheck

www.TheChiefExitOfficer.com

(the "Callanan Financial Advocates Website") is a website operated by Callanan Financial Advocates, a privately held Florida limited liability company. Callanan Financial Advocates provides Estate Planning, Financial and Strategic Advisory, Consulting Services, Mergers and Acquisition Services, Fairness Opinions, Exit Planning and more.

© Copyright 2023 - Callanan Financial Advocates

-All Rights Reserved.