STRATEGIC BUSINESS EXIT PLANNING
Brian P. Callanan
AAMS®, AIF®, CBC®, CEPA®,
CLTC®, CVB®, RICP®
GET MY POWERFUL SELLER’S READINESS REPORT
BEFORE SELLING YOUR BUSINESS
Brian P. Callanan, AAMS®, AIF®, CBC®, CEPA®, CLTC®, CVB®, RICP
Brian P. Callanan
AAMS®, AIF®, CBC®, CEPA®,
CLTC®, CVB®, RICP®
GET MY POWERFUL SELLER’S READINESS REPORT
BEFORE SELLING YOUR BUSINESS
What Is Your Business Worth?
95% of business owners who sell their companies get shortchanged. I make sure you get paid exactly what your business is worth.
DETERMINE READINESS TO TRANSITION AND UNLOCK WEALTH WITH THIS READINESS
REPORT
What Is Your Business Worth?
95% of business owners who sell their companies get shortchanged. I make sure you get paid exactly what your business is worth.
DETERMINE READINESS TO TRANSITION AND UNLOCK WEALTH WITH THIS READINESS
REPORT
AS SEEN ON
AND OVER 200 NEWS SITES
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.
AS SEEN ON
AND OVER 200 NEWS SITES
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 Business Continuity Plan
(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.