The Exit Planning Process

This video talks about the Discovery phase and the Execution phase and what is involved in each

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Content Author

Ray Croff CVB,CVGA,CEPA,CLU,ChFC

Mobius Financial Advisors, LLC

Ray Croff, CLU,ChFC,CEPA,CVGA,IAR, Certified Value Builder. Ray has 20 years of experience in the Insurance, Investment, and Exit Planning fields. He has been recognized as the National Agent of the year twice by a National Insurance company and was nominated as the National Exit Planner of the year by the Exit Planning Institute. Ray has developed a patented educational program that is designed to educate business owners on the importance of building an efficient, profitable, and valuable business. Ray has presented and spoken to numerous local and national groups on Exit Planning and other finance-related topics.

  • croff@mobiusfa.com
  • 940-391-5336
  • http://mobiusfa.com/