Successful exit plans depends on the trusting relationship we build with our clients, and the team of advisors they require.
In September of 2010, The Center for Exit Planning & Succession formalized an Exit Planning Network that supports our clients need for trust, information and professional expertise.
The list of advisors below is but a few of those referral advisors who come together to help our clients succeed, from generation to generation.
- Legacy Financial Advisors, Ltd.
- First Bank Financial Centre
- Loichinger Advantage LLC
- The TASCON Group
- M & I Bank - Private Banking
- Cornerstone Business Services, Inc.
- B2B CFO
- Luttig Law Office
- Beacon Business Group, Inc.
- Wilson Law Group, LLC
If you would like to know more about our referral network members, simply click on their logo to get to their website.
