Exit Excellence
Discover resources and perspectives to help you navigate the process of planning your business exit. Learn about the role of a Certified Exit Planning Advisor (CEPA®), common challenges business owners face, ways to enhance business value, and considerations for the emotional aspects of transitioning. Whether you’re beginning to explore your options or preparing for the next steps, this blog offers insights to support your planning process.
Latest Blog Postings
What is a CEPA® and How Can They Help Your Business Exit?
Preparing for a Successful Business ExitExiting your business is one of the most significant decisions you’ll make as an entrepreneur. Whether you’re planning to sell, transition leadership to a family member, or wind down operations, navigating the complexities of an exit requires careful planning and
About the Author
Andrew Aubrey, CEPA®
Financial Advisor
Meet Andrew
A Texan Heart with a Global Vision: Born and raised in Farmers Branch, Texas, I’ve always cherished family, sports, and the great outdoors. My love for the world around me led me to Texas Tech University, where I dove into the intricacies of International Economics. I also did a semester abroad at the University of Salzburg in Austria. Alongside my academic pursuits, I’ve always had a passion for helping others, volunteering at places like the Shriner’s Hospital in Dallas and The Children’s Hospital in Little Rock, and even extending my helping hands internationally with the Global Volunteers organization in Pommern, Tanzania.
Wall Street Days and Family Ways: Post-graduation, my financial journey took me to the bustling streets of Wall Street in NYC. It was here, amid the buzz of the financial world, that I met my wonderful wife. Fast forward to today, we’re happily settled in West Hartford, CT, raising our three daughters, two in college and the youngest in high school. Family is my cornerstone, and I bring that same dedication and care to my clients’ financial well-being.
A Solid Foundation in Finance: With a rich educational background and registrations – Series 7, Series 63, and Series 65 held through LPL Financial – I specialize in Family Retirement Planning, Investment Management, and Corporate Retirement Plans. My goal is to make these complex areas approachable and understandable for you.
More Than Just Numbers: When I’m not navigating the financial markets, you’ll find me coaching the Conard Wrestling team in winter, exploring the golf course, running races, or hosting a good old BBQ with friends and family. I believe in living a full life, and I aim to help you preserve a financial future that allows you to do the same.
Let’s Connect: Whether you’re planning for retirement, managing investments, or setting up corporate plans, I’m here to guide you every step of the way. Let’s build a financial plan that reflects your life, values, and dreams
