PRESS RELEASE
Published November 25, 2024
Pittsburgh, PA – Fragasso Financial Advisors, a leading financial advisory firm serving individuals, business owners, and organizations, has released an insightful new video blog post: Q&A with a Certified Exit Planning Advisor (CEPA(R)). This engaging video offers a behind-the-scenes look at the essential role of exit planning in securing financial success for business owners and their families.
The video features an in-depth conversation with one of Fragasso’s Certified Exit Planning Advisors (CEPA), who specializes in helping business owners navigate the complexities of transitioning out of their businesses. Designed to inform and empower viewers, the Q&A format sheds light on the critical steps involved in crafting a successful exit strategy.
In the video, the CEPA(R) expert addresses common questions surrounding exit planning and explains why it is an integral part of a business owner’s financial journey. Topics discussed include:
- The importance of starting the exit planning process early.
- How to align personal, financial, and business goals for a seamless transition.
- Common pitfalls to avoid when planning a business exit.
- The role of an exit planning advisor in ensuring a business owner’s legacy and financial security.
Fragasso Financial Advisors has long been recognized for its comprehensive approach to financial planning, combining personalized advice with a focus on long-term success. For business owners, this means developing tailored strategies that address both professional and personal financial objectives.
As highlighted in the video, Certified Exit Planning Advisors bring a wealth of expertise to the table, helping business owners maximize the value of their business while preparing for the next chapter of their lives. From succession planning to tax considerations and estate planning, the process is designed to leave nothing to chance.
Fragasso’s new video blog post reflects the firm’s commitment to making financial expertise accessible to all. Whether a business owner is just beginning to think about an exit strategy or is ready to take the next steps, the Q&A with a CEPA provides actionable insights and practical advice.
The video can be viewed on Fragasso Financial Advisors’ blog at: https://www.fragassoadvisors.com/q-a-with-a-certified-exit-planning-advisor-cepa/.
Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.
About Fragasso Financial Advisors, Inc.
Fragasso Financial Advisors, Inc. operates as an independent, primarily fee-based, employee-owned financial advisory establishment. Since its inception in 1972, the firm has been providing personalized financial planning and investment management services to individuals, non-profit organizations, and businesses. With a focus on long-term relationships and a commitment to providing an excellent client experience, Fragasso Financial Advisors is a fiduciary, acting in their clients’ best interests with every decision.
Media Contact
Name
Fragasso Financial Advisors
Contact name
Marsha Posset
Contact phone
412-227-3206
Contact address
3402 Washington Road, Suite 301
City
McMurray
State
PA
Zip
15317
Country
United States
Url
https://www.fragassoadvisors.com/
