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@ownertransfer.com
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Jack Derby is listed as Owner/CFP® - Ownership Transfer Planning at Ownership Transfer Planning Inc., based in Denver, Colorado, United States. AeroLeads shows a work email signal at ownertransfer.com and a matched LinkedIn profile for Jack Derby.
Jack Derby previously worked as Owner/CFP® at Ownership Transfer Planning Inc. and Owner/CFP® at Derby Financial Group, Inc.. Jack Derby holds Bachelor Of Business Administration, Major-Accounting from The University Of Georgia.
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Specialties: Ownership Transfer Planning, Inc. can help you:*Identify and quantify realistic exit objectives*Obtain an estimate of business value*Create or enhance Value drivers in your company*Prepare for third party sales*Plan for transfers to insiders and/or relatives*Review a detailed Retirement or Financial Needs Analysis *Wealth Management*Estate planningWe use a systematic seven step process developed and refined over the past 30 years.
Listed skills include Exit Strategies, Retirement Analysis, Business Valuation, Wealth Management, and 2 others.
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Jack has advised comprehensively on business & personal financial planning for almost 20 years, and Ownership Transfer Planning, Inc. was formed in 2009 specifically to address owner's needs who are wishing to exit their businesses in the near future.
To assist clients in the most effective manner possible to achieve their financial goals and protect against the pitfalls that could derail their plans...to make recommendations we would take for ourselves in the client's situation.
* Jack no longer actively maintains the designation
* Completed all education requirements, but does not actively maintain the CLU® or ChFC® designations with The American College
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Jack Derby works for Ownership Transfer Planning Inc..
Jack Derby is listed as Owner/CFP® - Ownership Transfer Planning at Ownership Transfer Planning Inc..
AeroLeads has found 1 work email signal at @ownertransfer.com for Jack Derby at Ownership Transfer Planning Inc..
Jack Derby is based in Denver, Colorado, United States while working with Ownership Transfer Planning Inc..
Jack Derby has worked for Ownership Transfer Planning Inc. and Derby Financial Group, Inc..
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Jack Derby holds Bachelor Of Business Administration, Major-Accounting from The University Of Georgia.
Jack Derby is listed with skills including Exit Strategies, Retirement Analysis, Business Valuation, Wealth Management, Sale Due Diligence, and Business Value Drivers.
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