Financial Confidence Launches New Exit Planning Service for Business Owners - Video Overview on InvestmentPitch.com

May 26, 2015 10:41 AM EDT | Source: InvestmentPitch Media

Vancouver, British Columbia--(Newsfile Corp. - May 26, 2015) - Financial Confidence Advisors Incorporated (Financial Confidence) has launched a new exit planning service in BC, Alberta and Ontario. This new service will capitalize on the growing opportunities of aging Baby Boomer business owners looking to transition and exit from their businesses over the next two decades. Advisors include Founder, Keith Brown and Consultant, Chris Kassardjian.

A short video summarizing the important steps to be taken is available for viewing on InvestmenPitch.com (click here). If this link is not enabled, please visit www.investmentpitch.com and enter "Financial Confidence Advisors" in the search box.


If you cannot view the video above, please visit:
http://www.investmentpitch.com/video/0_1k98xbvu/Financial-Confidence-Advisors--Exit-Planning-for-Business-Owners

Exit Planning Service

Keith Brown says, "Every business owner will leave his or her company at some point, voluntarily or otherwise. Therefore, planning well in advance is critical to ensure that long-term goals are realized."

Three elements are needed for a business to exit successfully:

  • A Roadmap - Exit planning is a process that helps business owners choose where they want to go as well as how to get there.

  • Experienced Guides - Business owners must assemble a team of trained and experienced advisors to guide them towards unique exit goals as they continue to run their companies.

  • Implementation - Success depends on a disciplined implementation timetable keyed to the business owner's Exit Plan, with advisors experienced in exit planning for a successful exit.

Keith Brown CFP, CLU, CH.F.C, FEA, CExP™

Keith Brown is President and principal founder of Financial Confidence. Keith is a Certified Financial Planner. He holds a Chartered Life Underwriter (CLU) Designation 1988, a Chartered Financial Consultant (ChFC) Designation 1990, Certified Financial Planner (CFP) Designation 1991 and Sauder School of Business Family Enterprise Advisor FEA Designation 2012. He received the Certified Exit Planner (CExP™) designation through Business Enterprise Institute (BEI) in 2014. His CExP™ allows him to use the Seven Step Planning Process™ from BEI to help clients identify goals, objectives and create a written Exit Plan for implementation.

Chris Kassardjian, MBA, Bsc

Chris Kassardjian is an Exit Planning / M&A Consultant. Chris has provided exit planning consulting for BDC and was the founder of CK Global Solutions for M&A. Chris' 25 year expertise includes the following: selling or acquiring business over $10M, Private Equity for deals $10M to $500M and is an accomplished international executive, senior management and small business experience in North America and Africa.

For interviews about the new exit planning service, please visit www.FinancialConfidence.com, contact Chris Kassardjian at 604-652-1189 or email chris@FinancialConfidence.com.

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