Casey St Henry
FIC, BFA™, CEPA
State(s) Licensed: AZ, CO, DE, FL, IN, MI, NJ, SC, SD, WI
160 S. Madison Ave.
Sturgeon Bay, WI 54235
State(s) Licensed: AZ, CO, DE, FL, IN, MI, NJ, SC, SD, WI
I want to hear your story.
How did you get where you are today? What's important to you? Your family? Your legacy? Your free time? Where would you like to be?
Are you a business owner who's wondering about how to transition your business? Are you a business owner who doesn't know what "transition your business" means? No problem.
As a Certified Exit Planning Advisor (CEPA), my passion is to help business owners make decisions that will positively impact the way their business runs, lessen many of the risks you face, and help you understand what may make your business more appealing to a buyer and easier to transition down the road.
Through the process, we will uncover unknown risks you and your business may be facing, understand and implement best-in-class practices, and tie all of these considerations together in creating your personalized business and personal financial plan.
You've gotten here. Let my team and I create a plan to lower your stress so you can spend more time on the things that are important to you.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Sturgeon Bay Office
- Phone:
- 920-743-9143