Data Collection for Financial Planning

This video gives them an overview of the data collection process.

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Content Author

Richard Strautman CEPA, CVBA

Picus Enterprises, LLC

Richard Strautman, CEPA, CVBA. For over 20 years, Richard led multiple businesses at C-Level positions with industry-leading companies, including technology, consumer products, and pharmaceutical companies. Then for the last 20 years, Richard has been providing strategic, growth, technology, operational, and exit planning consulting for both small and large companies, including being a Partner and Managing Director with KPMG. Richard is active in many exit planning organizations and has presented, spoken, and written on a variety of exit planning issues. Richard has consulted with dozens of companies on business transition, exit planning preparation, and business growth initiatives.

  • rstrautman@picusenterprises.com
  • 516-313-0670
  • https://www.exitarchitect.com/