James B. Cowan,  Clu Chfc Cbec

James B. Cowan, Clu Chfc Cbec Email and Phone Number

Semi Retired @ Self-employed
Midlothian, VA, US
James B. Cowan, Clu Chfc Cbec's Location
Midlothian, Virginia, United States, United States
James B. Cowan, Clu Chfc Cbec's Contact Details

James B. Cowan, Clu Chfc Cbec work email

James B. Cowan, Clu Chfc Cbec personal email

n/a
About James B. Cowan, Clu Chfc Cbec

I advise owners of family-owned and privately-held businesses to develop strategies to benefit them and unlock the value of the company they have created. It's about creating their plan for their eventual exit or transition from their business, regardless of timing or circumstances. Exit planning is not about selling the business; it's about having a WRITTEN PROCESS for reaching your personal and financial goals, and protecting your wealth. An owner cannot start too soon - but can start too late - to plan for their exit from the day to day management of their business. Much of the strategies and tools for exit planning are also used in Growth Planning-the process of INCREASING the of the business TODAY, not just in the future.I understand the challenge owners have of making time to plan; having started two businesses and then walking away from them - WITHOUT receiving the value I helped create - you do not want that to happen to you. I bring experience, not just theory, to my client relationships. My affiliation with LFA (and BII - Business Intelligence Institute*) provides me with the resources and talent of a Fortune 200 company to help clients in the best ways possible, so they know the ideas & strategies are not limited to just one person. I have the passion needed to help clients bring their plan together. Remember: if you thought getting INTO business was hard, wait until you try getting out!Phone: 804-726-6011* BII is a Lincoln Financial Advisors initiative focusing on business succession strategies.

James B. Cowan, Clu Chfc Cbec's Current Company Details
Self-employed

Self-Employed

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Semi Retired
Midlothian, VA, US
James B. Cowan, Clu Chfc Cbec Work Experience Details
  • Self-Employed
    Semi Retired
    Self-Employed
    Midlothian, Va, Us
  • Business Owner Exit Strategies
    Advocate Of Strategies In Exit/Succession/Transition Planning For Family & Private Business Owners
    Business Owner Exit Strategies Jul 2005 - Present
    Richmond, Virginia Area
    Business Owner Exit Strategies** was formed to educate and promote awareness for owners of privately-held and family-owned businesses of the need for having a strategic exit planning process. We believe that small businesses are the economic backbone of every community where they exist, especially for the employees and their families.Our vision is that every owner has a planned strategy for how and when they will one day transition from their business. Phone: 804-726-6011 email: James.Cowan@LFG.com**Business Owner Exit Strategies is a separate entity and is not affiliated with Lincoln Financial Advisors.
  • Lincoln Financial Network
    Advisor Representative
    Lincoln Financial Network Feb 2009 - Present
    I provide fee-based advice and planning for business owners and individuals in the area of succession and exit planning. I am a member of the Business Intelligence Institute (BII), a consortium of advisors, firms, and planners, totally dedicated to the field of exit planning. Only 80 of the 8,000 LFA are members, by invitation only. James.Cowan@LFG.com**James Cowan is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Licensed in FL, UT, and VA.CRN-4331385-021622

James B. Cowan, Clu Chfc Cbec Skills

Coordination Skills With Other Advisors Public Speaking Insurance Retirement Planning Over 25 Years Of Working With Business Owners Investments Expertise In Identifying Planning Gaps And Filling In The Holes Finance Strategic Planning Strategy Management Consulting Strategic Financial Planning Entrepreneurship New Business Development Coordination Of Business And Personal Goals And Objectives Business Strategy Small Business Management Marketing Strategy Retirement Forming And Leveraging Strategic Alliances Employee Benefits

James B. Cowan, Clu Chfc Cbec Education Details

Frequently Asked Questions about James B. Cowan, Clu Chfc Cbec

What company does James B. Cowan, Clu Chfc Cbec work for?

James B. Cowan, Clu Chfc Cbec works for Self-Employed

What is James B. Cowan, Clu Chfc Cbec's role at the current company?

James B. Cowan, Clu Chfc Cbec's current role is Semi Retired.

What is James B. Cowan, Clu Chfc Cbec's email address?

James B. Cowan, Clu Chfc Cbec's email address is jc****@****ers.com

What schools did James B. Cowan, Clu Chfc Cbec attend?

James B. Cowan, Clu Chfc Cbec attended University Of Richmond, The American College, The American College.

What skills is James B. Cowan, Clu Chfc Cbec known for?

James B. Cowan, Clu Chfc Cbec has skills like Coordination Skills With Other Advisors, Public Speaking, Insurance, Retirement Planning, Over 25 Years Of Working With Business Owners, Investments, Expertise In Identifying Planning Gaps And Filling In The Holes, Finance, Strategic Planning, Strategy, Management Consulting, Strategic Financial Planning.

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