10/05/2026
Last week, I got to put my new Certified Exit Planning Advisor® designation to real world use. I attended our inaugural Edward Jones GROWcon in my original hometown of St. Louis. Sean Bunner and our entire Mergers & Acquisitions team put on an amazing workshop with investment bankers, buy/sell side advisory teams, Attorneys, CPA firms and Private Equity Professionals. I love how we are truly trying to help business owners not only sell their businesses, but to align their personal and financial goals well before their eventual exits. Creating a vision of success before and after the sale is paramount.
My 4 main take away's were:
- If you are a business owner, what will your day 1 of post sale look like?
- The earlier you engage the right advisory team, the more your team can maximize the value of your business, mitigate risks and take care of your family and employees in the most effective ways.
- Tax, Legal, Investment planning, Estate and Insurance planning need to be all aligned for your best interests.
- Edward Jones has the capabilities to help you build out this team, and by adding my CEPA® designation to my CFP®, I truly look forward to helping this community in more ways than ever!
I would love to help you or anyone you know selling their business in the next 3-5 years strategically plan for their best exit plan!