JFS Announces Launch of Business Growth and Transitions Team

JFS Announces Launch of Business Growth and Transitions Team

JFS Announces Launch of Business Growth and Transitions Team


JFS Wealth Advisors has launched a new targeted Business Growth and Transitions (BGT) advisory team to help business owners achieve their short- and long-term business, financial and personal goals. This new suite of solutions is tailored for business owners looking to maximize and protect their business value, considering selling or exiting their business, or transitioning a business to new ownership, and builds upon services JFS has been previously providing.

Managing Director of the team, Louis V. Colella, CPA/PFS, CFP®, CEPA™, said, “The high level of service our new Business Growth and Transition team provides will serve to grow the value of businesses for their owners and will also help protect the value business owners have already created in light of uncontrollable events that might force an exit or transition, like death, disability, and challenging business conditions, to name a few.”

Colella added that competency and credentialing differentiate JFS Wealth Advisors in this field: our team includes Certified Exit Planning Advisors (CEPAs), and many also hold CFP® and CPA credentials. The Exit Planning Institute—a global exit planning education and resources provider—awards CEPA certification to professionals who have completed a rigorous training program and demonstrated an exceptional understanding of exit planning strategies and techniques.

Colella said, “As CEPAs, our team members are qualified to help business owners navigate the complexities of growth and transition. These skills are complementary to their wealth advisory and financial planning expertise.”

For more information on JFS Wealth Advisors’ Business Growth and Transition services, contact Lou Colella at lcolella@jfswa.com.


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