PROFESSIONAL CREDENTIALS OVER THE YEARS
- Certified Value Builder
- CEPA – Certified Exit Planning Adviser
- CEC – Certified Executive Coach (pending)
- Certified Leadership Coach – The Maxwell Group
- CFRE – Certified Fundraising Executive
- ChFC – Chartered Financial Consultant
- CLU – Chartered Life Underwriter
Dan Mirgon, CEPA
Helping You “Finish Well”
In 1982 I began working with Business Owners and Professionals who needed their company Vision, Management and Money to work together so well that they could achieve what they wanted when they started the business.
Some 42 years later, nothing has changed – except what we’ve learned along the way.
Through a process we call “Advanced Master Planning” (AMP) we blend the disciplines of Exit Planning, Executive Coaching and Wealth Strategy so that you are prepared and can get the highest value whenever you sell, know what you will do after the sale, and can live the life you’ve dreamt of all these years.
Advice that Helps You “Finish Well”.
Everything we do is focused on helping you cut through the Hype, the Celebrity Myth and Your Uncle Fred’s advice so that you can achieve your most important goals.
The Wealthy Manage Their Finances Through A Team Of Professionals
Owners Choose Us To Access Our Experience, Tools and Family Office Comprised of Carefully Selected Professionals ready to collaborate in making your plan WORK
Exit Planning
- Higher Sale Price
- Life-After The Sale
- Wealth Freedom
Executive Coaching
- Vision
- Leadership
- New Results
Value Enhancement
- Thinking Like A “Buyer”
- Preparing for the Sale
- Risk & Tax Reduction
Strategic Focus
- Organizational Direction
- Change Management
Wealth Strategy
- Transition from Accumulating to Protecting and Distributing
- Eliminating “Risk” and “Taxes” where possible
- Legacy and Charitable Giving
Why Work With Me
Our clients are just like me. We started our businesses because we wanted something different. Something we could control. We saw a problem and solved it. That’s what we do.
Now, before it’s too late, it’s time to take stock of how far we’ve come and where we want to go.
The facts are, unfortunately, things are getting harder.
Now is the time to take a pause and plan for the Exit you really want.
The Benefits are many – but the opportunity to get started is now.
Here is a short list of what you get from our work together:
FOR YOUR BUSINESS
- Your Vision Is Clear
- Your Leadership Team Gets It
- Your Money Works
FOR YOU PERSONALLY
- You’ll get more for the Business
- Your Personal Wealth will be “Enough”
- You’ll have the time for what’s really important
