March 19th, 2024
Grow Money Business with Grant Bledsoe
ESOP Opportunities for Business Exits With Michael Koeppel
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I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.
I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.