James B. Cowan, Clu Chfc Cbec Email and Phone Number
James B. Cowan, Clu Chfc Cbec work email
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James B. Cowan, Clu Chfc Cbec personal email
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.
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Semi RetiredSelf-EmployedMidlothian, Va, Us
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Advocate Of Strategies In Exit/Succession/Transition Planning For Family & Private Business OwnersBusiness Owner Exit Strategies Jul 2005 - PresentRichmond, Virginia AreaBusiness 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.
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Advisor RepresentativeLincoln Financial Network Feb 2009 - PresentI 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
James B. Cowan, Clu Chfc Cbec Education Details
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Majored In English; Minor, Military Science; Sociology -
The American CollegeRisk Management -
Financial And Business Owner Planning
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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