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 2023 - 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 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.