Josh Orton Achieves Certified Exit Planning Advisor Credential
LGT Financial Advisors, LLC (LGT-FA), a subsidiary of Lane Gorman Trubitt, LLC, is thrilled to share that Josh Orton, a senior financial advisor, has successfully earned the Certified Exit Planning Advisor (CEPA) credential. This certification is granted by the Exit Planning Institute, a leading body recognized internationally for excellence in business exit strategies.
Significance of the CEPA Credential
The CEPA credential is geared towards professionals who wish to effectively engage business owners in comprehensive planning discussions. By employing the Value Acceleration Methodology™, business owners can not only enhance the worth of their companies but also strengthen their personal financial plans and align these with their long-term goals. This credential is the foremost qualification for professionals in the exit planning sector. Achieving the CEPA signifies an advisor’s commitment to engaging in thorough, informative discussions regarding growth, value maximization, and business transition.
Josh Orton's Perspective
Josh Orton expressed his motivation, stating, "I was inspired throughout this deeply immersive and thought-provoking experience. This credentialing program has broadened my abilities as a trusted advisor and wealth planner." He emphasized his dedication to helping entrepreneurs maximize their business value while enhancing their personal financial strategies. By preparing his clients for transitions, whether full or partial, Orton aims to ensure they are ready for what lies ahead.
A Commitment to Professional Growth
Adding to this sentiment, Dawn Möeder, managing member of LGT, remarked, "We're incredibly proud of Josh's dedication to professional growth and client success. His CEPA certification enhances our team's capacity to provide comprehensive guidance that addresses every step of a business owner’s journey, from establishing value through to executing a smooth exit. This achievement reflects our commitment to enabling our clients to flourish today and in the future."
Ongoing Commitment to Education
Obtaining the CEPA credential highlights LGT-FA's continuous commitment to education and supports its mission to assist business owners through growth and transition phases.
About LGT Financial Advisors, LLC
LGT Financial Advisors, LLC is part of Lane Gorman Trubitt, LLC. LGT-FA prioritizes a personalized and comprehensive approach to holistic wealth planning, integrating various strategies including financial, investment, retirement, legacy, protection, cash flow, and tax planning. The firm believes in the importance of aligning clients' plans with their values and aspirations. Through detailed and ongoing planning, LGT-FA seeks to foster an enriching relationship between wealth and well-being, viewing financial planning as a collaborative process that intertwines all facets of clients' lives into a cohesive wealth strategy.
Frequently Asked Questions
What is the CEPA credential?
The CEPA credential stands for Certified Exit Planning Advisor, focusing on enabling financial advisors to assist clients in business exits effectively.
Who is Josh Orton?
Josh Orton is a senior financial advisor at LGT Financial Advisors with expertise in wealth planning and exit strategies.
How does the CEPA credential benefit clients?
The CEPA credential allows advisors to better engage with clients, helping them maximize business value and align their financial planning with personal goals.
What does LGT Financial Advisors do?
LGT Financial Advisors provides personalized wealth planning services that encompass a wide range of strategies to meet client needs.
Why is continuous education important in finance?
Continuous education ensures that financial advisors remain knowledgeable about best practices, industry changes, and innovative strategies to serve their clients better.
