John Robinson, President, Strategic Succession Inc. and Trusted Advisor Inc. is delighted to announce a strategic alliance partnership with Ryan Witmeyer, CIM, CFP, CLU.
This new partnership between Ryan and John Robinson will offer an additional dimension of service to new and current Strategic Succession clients. Through Ryan's advanced tax and product knowledge, he can create situations to simultaneously minimize tax and accelerate wealth accumulation while achieving risk management objectives.
With their complementary service offering, Ryan and John will work together and with other trusted advisors, to support the goals of business owners through value enhancement and wealth protection strategies. The objective: business owners will exit their enterprise with enhanced valuations and enter retirement with optimized wealth outcomes.
More about Ryan Witmeyer:
As a wealth strategist, Ryan specializes in de-risking companies and creating low-risk tax-sheltered capital pools to enhance business value and increase flexibility for business owners. Ryan coaches clients on transformational wealth strategies to protect assets, minimize taxes, and improve cash flow. He is a numbers and strategy guy at heart, calling on his experience as a Certified Financial Planner (CFP), a Chartered Investment Manager (CIM), Chartered Life Underwriter (CLU) and traditional BComm education in Entrepreneurial Management (Royal Roads University). Ryan has a passion for personal and business development and is always looking for more efficient and sustainable ways to operate.
John has been helping business owners build value in their companies to optimize sale or succession outcomes for 35 years. Maximizing enterprise value and transforming business performance from average to excellent is his specialty. John is a Certified Financial Planner (CFP), Elder Planning Counsellor (EPC) and Certified Exit Planning Advisor (CEPA) from the Chicago-based Exit Planning Institute.
Connect with John Robinson at (604) 874-4429 x 101, on LinkedIn or by email: firstname.lastname@example.org