We help change the lives of business owners, their families and their employees through the power of exit planning.

Charles Woldenberg, president of Baby Boomer Business Owner Exit Planning, Inc., is a Certified Financial Planner™ (CFP®) and a Certified Exit Planning Advisor (CEPA).

 

As a CFP® professional, Charles has completed comprehensive training and is required to put clients’ interests ahead of their own at all times. As a CFP® professional, Charles has mastered nearly 100 integrated financial planning topics, including:

• Retirement planning

• Insurance planning

• Financial management

• Tax planning

• Estate planning

• Investment planning

 

A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® certification exam before they can call themselves a CFP® professional. Charles is a 24‐year veteran of the securities industry and specializes in comprehensive financial planning for family business owners and their employees.

 

Charles is also a graduate of the Exit Planning Institute and is a Certified Exit Planning Advisor.

 

As a Certified Exit Planning Advisor, Charles is not only concerned with your business goals, he also considers your personal and financial objectives. As a CEPA, Charles take a holistic approach to help you develop a business strategy that integrates all aspects of your life. He will examine issues related to your industry; your risk tolerance; your timeline for retirement; and other critical areas of operating a business. Charles and his team of professionals will help you decide the timing to sell your business and how to help minimize personal taxes from the sale.