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Joe Brezden Earns Certified Business Exit Consultant® Designation

Joe Brezden Earns Certified Business Exit Consultant® Designation

December 06, 2018

Irvine, CA (12/3/18) – Brezden Wealth Advisors is pleased to announce that Joe Brezden recently earned the Certified Business Exit Consultant® Designation from Pinnacle Equity Solutions, Inc. The Certified Business Exit Consultant® Designation is a significant achievement and further establishes Joe as an exit planner in the marketplace today.

About the CBEC® Designation

The CBEC® Designation is a highly regarded exit planning designation. Out of all the senior-level, professional advisors who are in the process of seeking the designation, less than fifty percent (50%) have satisfied the stringent requirements to be granted the mark. The coursework, the examination, as well as the submission of a suitable exit plan with an actual business owner, most-often make the entire process of achieving the CBEC® mark a multi-year endeavor.

To receive the CBEC® Designation, Joe completed the course’s extensive education and training program that required 20+ hours of pre-course study, 32 hours of leading edge curriculum taught by top expert instructors in their respective fields, and included content from a first-of-its-kind MBA class on the ground-breaking field of ‘private finance’. Joe then demonstrated mastery of the curriculum through the successful completion of a rigorous final examination as well as the delivery of a comprehensive exit plan to a business owner, including peer review and a formal interview regarding the qualitative and quantitative aspects of the planning process delivered to that owner (s).

In all, Joe achieved a significant level of distinction, demonstrating mastery of the exit planning process including the delivery of solutions that assist business owners with the largest financial and emotional transaction of their lives.

About Exit Planning

There are currently over ten million baby boomer business owners in the United States and the majority of these owners will be exiting their business in the next five to ten years. Since 2010, CBEC® holders have been uniquely qualified and positioned to provide exit planning advice and support to these business owners and assist them with this complex need.