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Concannon Miller Director Now Certified Exit Planner

Posted by Concannon Miller on Aug 3, 2018 9:46:32 AM

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Laura GaythwaiteConcannon Miller Director of Business Development and Client Relations Laura Gaythwaite, CTP, CExP, recently earned the designation of a BEI Certified Exit Planner.

The BEI CExP designation is the standard for exit planning certification. Through training, rigorous testing and in-depth exit plan creation coursework, Laura has demonstrated she is qualified to provide comprehensive, professionally executed exit planning services to business owners.

“Most business owners will rely on the sale of their business to fund a major portion of their retirement, so the success of your Exit Plan will greatly impact your future,” she says. “The best way to beat the steep odds facing family businesses in transition is to work with an experienced Business Exit Advisor.”

Concannon Miller provides exit planning, succession and Next Gen training opportunities to both McDonald’s Franchisees and other business owners, including manufacturers and the construction industry. Learn more about our exit planning services here.

Laura also is a Certified Treasury Professional.

Topics: Employee accomplishments

Concannon Miller’s unique, holistic and intimate approach to financial health sets us apart from smaller CPA firms with more limited resources as well as mega firms where mid-sized clients struggle for attention. Contact us here to talk about improving your business.

This communication is designed to provide accurate and authoritative information in regard to the subject matter covered. However, the general information herein is not intended to be nor should it be treated as tax, legal, or accounting advice. Additional issues could exist that would affect the tax treatment of a specific transaction and, therefore, taxpayers should seek advice from an independent tax advisor based on their particular circumstances before acting on any information presented. This information is not intended to be nor can it be used by any taxpayer for the purposes of avoiding tax penalties.

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