Brian P. Callanan, AAMS®, AIF®, CBC®, CEPA®,

CLTC®, CVB®, RICP

GET MY FRAMEWORK

BEFORE SELLING YOUR BUSINESS

Before we jump into the framework, it’s important that we chat face-to-face so that I can assess exactly what your business needs.

NOT READY TO HOP ON A CALL?

If you’re not ready to hop on a call with me, but you want to learn more about how to improve the value of your business, get started with the Value Builder Education™ course.

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

GET MY FRAMEWORK

BEFORE SELLING YOUR BUSINESS

Before we jump into the framework, it’s important that we chat face-to-face so that I can assess exactly what your business needs.

NOT READY TO HOP ON A CALL?

If you’re not ready to hop on a call with me, but you want to learn more about how to improve the value of your business, get started with the Value Builder Education™ course.

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.

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 2023 - Callanan Financial Advocates

-All Rights Reserved.