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ELMSFORD, Conn., Oct. 10, 2017 -- Two Barnum Financial Group financial planners based in the company’s Elmsford, NY office have achieved special certification and training from the highly respected Business Exit Institute (BEI) to help business owners plan for a successful exit strategy. The Certified Exit Planner (CExP™) designation signifies that Benjamin Soccodato, CFP®, ChFC®, RICP®, CExP™ and Chris Kampitsis, CExP™, RICP® have completed a rigorous program to help business owners prepare to exit their companies when the time is right and to do so on favorable terms.
“Our team provides holistic financial and estate planning for individuals and business owners throughout Westchester County and beyond, and for many of our clients their financial affairs and their businesses are closely intertwined,” observed Mr. Soccodato. “It takes time, which an owner often does not have, to create a successful exit plan, and a lack of one can allow the value of a business to just slip away. Completing the comprehensive BEI program makes us stand out in the marketplace and allows us to provide even more in-depth help to business owners.”
“Whether the goal is to keep the business within the family or sell to a third party, there are multiple issues to address for a successful transition, such as exit objectives, the owner’s own financial plan, and continuity of the business,” added Mr. Kampitsis. “Of course, as we work through these issues, we coordinate closely with other experts such as attorneys, valuation experts and accounting firms.”
About Barnum Financial Group
We help over a quarter million clients nationwide to create wealth and make smart money decisions through our financial planning and consulting services. At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states. Visit https://barnumfinancialgroup.com/
About BEI
BEI is the only single-source provider of exit planning education, marketing support and plan design for business advisors. Founded in 1996, BEI has helped business advisors worldwide create and deliver tens of thousands of exit planning solutions to business owners. BEI is a privately held company, and headquartered in Denver, Colo.
For more information, please visit the company’s website at www.exitplanning.com. For further information, please contact Patrick Connor, [email protected] or Elizabeth Hiza, [email protected].
CRN201810-219534
