MARCH 2019. KENNESAW, Ga.— Henssler Financial is proud to announce that Managing Associate K.C. Smith, CFP®, and Research Analyst Nick Antonucci, CVA, have earned the Certified Exit Planning Advisor (CEPA) designation after completing The Exit Planning Institute’s intensive four-day executive MBA-style program. Smith and Antonucci join an elite group of business advisers who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs.
“We are very excited to be able to help business owners create more value from their business,” said Antonucci, who is also a Certified Valuation Analyst. “Exiting your business is not something you start six months before retiring. We can help business owners position their businesses more attractively for potential buyers.”
“We see many clients that have a significant portion of their personal wealth tied up in their privately held businesses. As a financial planner, it is easy to take what a client thinks his business is worth, at face value,” said Smith, who is also a Certified Financial Planner™ Certificant. “Now knowing that only 20 percent to 30 percent of businesses that are brought to market are ever sold, and even fewer sell for the asking price, I can help identify strategies to prepare both the client and the business for a future transfer. Even if an owner is not currently looking to retire, it is important to plan so that the business owner can be prepared.”
The Certified Exit Planning Advisor program was specifically designed for business advisers who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™.
About the Exit Planning Institute
The Exit Planning Institute was formed in 2005 to serve the educational and resource needs of wealth managers, financial planners, accountants, management consultants, attorneys, M&A advisors, commercial lenders, and other business advisors. The Institute is considered the standard trendsetter in the field of exit planning. It is the only organization that offers the Certified Exit Planning Advisor (CEPA) program which qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.
About Henssler Financial
With assets under advisement of more than $1.75 billion, as of December 31, 2018, Henssler Financial has been delivering comprehensive financial solutions to its individual, corporate, and institutional clients for more than 30 years. Founded in 1987 by Gene W. Henssler, Ph.D., Henssler Financial provides solutions that incorporate a range of services, including wealth management, financial planning, tax preparation and consulting, small-business retirement planning, and estate planning. The firm hosts Atlanta’s longest running and most respected money show on radio—“Money Talks”—airing Saturday mornings from 10-11 a.m. on AM 920 The Answer.
More information on Henssler Financial can be found on the firm’s website, www.henssler.com, including important disclosures regarding Henssler Financial and its businesses.
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Media Contact: Kelly-Lynne Scalice · [email protected] · 678-797-3781