Dan Mirgon, CEPA
Advice that Helps You “Finish Well”.
Everything we do is focused on helping you cut through the Fads, Trends, Celebrity Worship and Your Uncle Fred’s advice so that you Achieve Your Most Important Personal and Financial Goals.
EXPERIENCE HELPING CLIENTS SUCCESSFULLY NAVIGATE:
- EXIT STRATEGY
- TAX STRATEGY
- VALUE ENHANCEMENT
- BUSINESS LEADERSHIP
- INVESTING
- WEALTH & FINANCIAL PLANNING
- ESTATE & CHARITABLE PLANNING
Why I Built Dan Mirgon & Associates
Having worked with Business Owners and Professionals for more than four decades, I continue to see a common problem.
Owners are receiving advice from multiple professionals – that isn’t coordinated:
- CPAs
- Financial advisors
- Investment professionals
- Business consultants
- Attorneys
These advisors are competent, yet nobody is coordinating the entire journey.
As a result, Owners often build valuable businesses but fail to maximize the value of the company, prepare for transition, or preserve the wealth they created.
Dan Mirgon & Associates was built to solve that problem by integrating Business Strategy, Wealth Strategy, and Executive Coaching into one coordinated process that gets the results our clients deserve for their most important transaction.
The Wealthy Manage Their Finances Through A Team Of Professionals
Exit Planning
- Higher Sale Price
- Life-After The Sale
- Wealth Freedom
Executive Coaching
- Vision
- Leadership
- New Results
Enterprise Value Enhancement
- Thinking Like A “Buyer”
- Preparing for the Sale
- Risk & Tax Reduction
Strategic Focus
- Organizational Direction
- Change Management
Wealth Strategy
- Reducing Taxes
- Increasing Income
- Eliminating Risk
- 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 you’ve come and where you 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 – the opportunity to get started is now.
Here is a short list of what you get from our work together:
Our Experience
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