SCHEDULE A CALL WITH
THE CHIEF EXIT OFFICER
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.
Brian P. Callanan, AAMS®, AIF®, CBC®, CEPA®, CLTC®, CVB®, RICP
SCHEDULE A CALL WITH
THE CHIEF EXIT OFFICER
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.
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 2023 - 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 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.