I'm excited to be a part of the NEXiT Planning Team!
⭐️Exciting News Ahead!⭐️ I’m thrilled to announce that I’ve joined forces with my colleague and friend, Chris Wagner, at NEXiT Planning. It’s a true honor to collaborate with Chris and his partner, Joel Houser, as we work together to help entrepreneurs navigate the crucial process of exit and succession planning. Chris brings over 25 years of experience as a seasoned executive and trusted business advisor, crafting successful exit strategies across the Midwest and throughout the U.S. I’m excited to contribute my expertise alongside him in supporting business owners with tailored plans to transition their companies to internal employees or family members. Too often, these plans lack proper buy-sell agreements, and when they do exist, they’re not funded. We specialize in ensuring these plans are fully funded and work closely with other trusted advisors (including CPAs and attorneys) to make these transitions seamless. While I continue my philanthropic work with Economy Of One, I’m looking forward to this next professional chapter and the opportunity to make a meaningful impact on the businesses and entrepreneurs we serve. A special thank you to Chris and Joel for this incredible opportunity. I’m excited to engage with our clients and help them navigate their next steps. 📢 Let's Connect! Please feel free to reach out if you know an entrepreneur who could benefit from a customized exit plan. Drop a comment, share, or send me a message—I’d love to chat! 🔗 For more info about NEXiT Planning, visit: https://lnkd.in/gMp6rdJz 🔗 Learn more about our team here: https://lnkd.in/gyRw9B26 #ExitPlanning #SuccessionPlanning #Entrepreneurs #BusinessSuccess #BusinessExit #LegacyPlanning #BusinessStrategy #NEXiTPlanning #Philanthropy #EconomyOfOne