As seen in the Daily Reflector, Milestone Wealth has announced that Dave Hunt recently earned the Certified Business Exit Consultant Designation from Pinnacle Equity Solutions and the International Exit Planning Association (IEPA).
The Certified Business Exit Consultant designation is a significant achievement and further establishes Hunt as one of the elite exit planners in the marketplace today.
To receive the designation, Hunt completed the nine week training program that required more than 30 hours of pre-course study, 32 hours of curriculum taught by top expert instructors in their respective fields as well as the successful completion of the final exam.
As an additional requirement for the designation, Hunt delivered an exit plan to an owner and submitted that plan to Pinnacle’s Certification committee for review. The quality and the brand of Pinnacle’s CBEC Designation requires this type of process.
Holding graduates to this standard ensures Pinnacle and the IEPA that any advisor in the marketplace with the CBEC designation has not only gone through their certification course and pre-work, but they have also taken an owner through this process and delivered the type of solution that Pinnacle and the IEPA expect from their advisors.
Need help?
If you need assistance with exiting a business, please contact us for professional, certified guidance.
Capital Developers, LLC dba Milestone Wealth Information is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators and does not mean that the adviser has attained a particular level of skill or ability.
All expressions of opinion reflect the judgment of the author on the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell the securities discussed. A professional adviser should be consulted before implementing any of the strategies presented. Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law or accounting.
All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio.
