Warland Griffith, Cfp, Cbec, Cepa
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Warland Griffith, Cfp, Cbec, Cepa Email & Phone Number

Seasoned Expert in Business Value Acceleration and Transition Readiness at Ready for Next Advisory Group
Location: Miami, Florida, United States 6 work roles 2 schools
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Role
Seasoned Expert in Business Value Acceleration and Transition Readiness
Location
Miami, Florida, United States
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Warland Griffith, Cfp, Cbec, Cepa is listed as Seasoned Expert in Business Value Acceleration and Transition Readiness at Ready for Next Advisory Group, a with 8 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Warland Griffith, Cfp, Cbec, Cepa.

Warland Griffith, Cfp, Cbec, Cepa previously worked as Partner, Client Relationship Management at Ready For Next Advisory Group and Expert Contributor at Ready For Next Academy. Warland Griffith, Cfp, Cbec, Cepa holds Graduate Of, College For Financial Planning from Florida Atlantic University - College Of Business.

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About Warland Griffith, Cfp, Cbec, Cepa

My experience as a business owner and entrepreneur has spanned over more than 35 years in four different industries while serving as CEO or President of three distinct businesses. My experience is broad-based, including wealth planning for high net worth clients, recruiting executives to run highly sophisticated manufacturing facilities for fortune 500 companies, and providing guidance and expertise to business owners on how to create and accelerate the value and performance of their businesses. As a partner of SVA Value Accelerators, my primary responsibility to owners and their teams is to guide them through a highly-disciplined, proprietary process to increase the value and strategic performance of their business, and transform it into one of the most competitive and attractive best-in-class "transition-ready" companies in their industry. For owners who have already decided to transition ownership, we provide the expertise and decision support needed to ensure that their outcome will be successful. We also offer formidable educational programs through our "Transition-Ready workshops and Mastermind groups to help owners increase their knowledge on how to apply the principles that will decrease risk, and improve the value and transition-readiness of their companies.

Listed skills include Exit Strategies, Wealth Management, Wealth Management Services, Asset Allocation, and 34 others.

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Warland Griffith, Cfp, Cbec, Cepa's current company

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Ready for Next Advisory Group
Ready For Next Advisory Group
Seasoned Expert in Business Value Acceleration and Transition Readiness
chicago, illinois, united states
Employees
8
AeroLeads page
6 roles

Warland Griffith, Cfp, Cbec, Cepa work experience

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Partner, Client Relationship Management

Current

Miami, Florida, United States

SVA Value Accelerators is now RFN Advisory Group. Same dedication to the best outcomes for business owners with a new look.RFN Advisory Group offers structured solutions through a unique value accelerator program facilitated by industry experts with decades of experience. Our industry-leading approach includes in-depth discovery, seven “value domains” and decision support. RFN’s programs reflect a dual perspective – act today to create options for tomorrow – making you Ready for Next… Show more SVA Value Accelerators is now RFN Advisory Group. Same dedication to the best outcomes for business owners with a new look.RFN Advisory Group offers structured solutions through a unique value accelerator program facilitated by industry experts with decades of experience. Our industry-leading approach includes in-depth discovery, seven “value domains” and decision support. RFN’s programs reflect a dual perspective – act today to create options for tomorrow – making you Ready for Next. Many of our team members are former entrepreneurs whose roots are in family-owned businesses. Our programs are grounded by entrepreneurial experience, empathy and expertise, making them transformational, not just transactional. The RFN Advisory Group team is genuinely invested in your success, delivering the outcomes you desire and deserve. Show less

Dec 2019 - Present

Expert Contributor

Current

Miami, Florida, United States

Ready for Next Academy is a forum and educational resource for business owners, their families, advisors, and thought-leaders. Our vision is an inter-connected community of doers and thinkers who share practical tools and solutions, exchange ideas, and collaborate to improve business performance, increase business value and transfer-ability, reduce financial risk, and protect legacies.

Dec 2019 - Present

President & Chief Operating Officer

Current
Strategic Value Advisors, Inc.

Miami/Fort Lauderdale Area

Warland Griffith III CFP®, CEPA™, President & Chief Operating Officer of Strategic Value Advisors, has over 35 years as a successful entrepreneur. He provides highly specialized training and guidance to owners and their executive teams on how to gain and maintain a competitive edge in the marketplace and achieve exponential increases in the value and strategic performance of their business. Mr. Griffith is a graduate of the University of Miami’s School of Business and Florida Atlantic… Show more Warland Griffith III CFP®, CEPA™, President & Chief Operating Officer of Strategic Value Advisors, has over 35 years as a successful entrepreneur. He provides highly specialized training and guidance to owners and their executive teams on how to gain and maintain a competitive edge in the marketplace and achieve exponential increases in the value and strategic performance of their business. Mr. Griffith is a graduate of the University of Miami’s School of Business and Florida Atlantic University’s College for Financial Planning. He also is board certified in good standing as a Certified Financial Planner, Certified Business Exit Consultant, and Certified Exit Planning Advisor. Show less

Sep 2014 - Present

Partner And Co-Founder

Miami/Fort Lauderdale Area

As a partner and co-founder of SVA, my primary role is to work guide our clients and their teams through our unique, proprietary process to transform their business into one of the most valuable and competitive companies in their industry. As a result, they acquire a massive financial advantage over their competitors and hold one of the keys to advanced value creation and business transition-readiness. Our mission is to provide them with the expertise and support they need to create an… Show more As a partner and co-founder of SVA, my primary role is to work guide our clients and their teams through our unique, proprietary process to transform their business into one of the most valuable and competitive companies in their industry. As a result, they acquire a massive financial advantage over their competitors and hold one of the keys to advanced value creation and business transition-readiness. Our mission is to provide them with the expertise and support they need to create an exponential increase in the value and strategic performance of their business, and become one of 12 out of 100 companies that are always run as best-in-class and "transition ready". For a business owner, “transition ready” means you have successfully achieved, and can sustain, a constant state of optimal readiness in both your business's value and your personal preparedness, regardless of your time frame for a transfer of ownership. Of course, if you have already decided to transfer the ownership of your business, seeking expert advice and decision support is critical.Typically, 80% or more of an owner's net worth is locked in their business, so managing the growth and transition-readiness of their company's value is just as important as the management of their personally owned investments. By positioning themselves to always be able to harvest the amount needed from both of these values - their personally owned investments, and the transferable value of their business - they will hold the key to achieving and safeguarding their financial independence.Accomplishing this will require a highly disciplined approach and change to the way you run your business. At SVA, we can partner with you and your team to eliminate the risks that are driving down the value of your business, focus on the metrics that really matter, and implement a road map of action steps to outpace your competition and create an exponential increase in the value and performance of your company. Show less

Sep 2014 - Dec 2019

President & Ceo

Wealth Management Advisors, Inc.

Miami/Fort Lauderdale Area

Warland Griffith III CFP®, CBEC™, CEPA™ is the founder and C.E.O. of Wealth Management Advisors, an independent advisory firm specializing in serving the unique needs of privately held business owners and their key employees. He holds a BBA from the University of Miami and is a graduate of the College for Financial Planning at Florida Atlantic University.Warland's core competencies are the customized design and implementation of business transition strategies, business value… Show more Warland Griffith III CFP®, CBEC™, CEPA™ is the founder and C.E.O. of Wealth Management Advisors, an independent advisory firm specializing in serving the unique needs of privately held business owners and their key employees. He holds a BBA from the University of Miami and is a graduate of the College for Financial Planning at Florida Atlantic University.Warland's core competencies are the customized design and implementation of business transition strategies, business value acceleration, executive compensation for owners and their key executives, and personal wealth planning and investment strategies. He is a member of the Financial Planning and Exit Planning Institutes and is one of only 175 practicing CEPA designees worldwide. His professional credentials include Certified Financial Planner, Certified Business Exit Consultant, Certified Exit Planning Advisor, and over 30 years of experience as a successful private business owner. Warland partners with his clients to strategically position their company to maximize its value in the marketplace, and align their business and personal goals. By learning what their options are, and identifying exactly what must be accomplished, they enable themselves to execute the best possible strategy to achieve their objectives, thereby protecting their personal wealth and putting themselves in a position of control. Special emphasis is initially placed on educating and training business owners and their key employees on how to set goals and strategically position themselves to achieve superior results within a targeted timeline. Specific strategies that are tied to both their business and personal objectives are then developed, executed, and monitored for the purpose of accumulating and protecting their personal wealth, and securing their financial independence. Show less

Apr 2004 - Sep 2014

President, Ceo And Owner

Griffith & Werner Assoc, Inc.

Miami/Fort Lauderdale Area

Registered Representative engaged in fee-based financial planning, estate planning, investment advice, and money management for business owners and high net worth individuals.Prior to re-directing his career to business succession and personal wealth planning, Warland owned and managed a highly successful executive search practice for over 20 years. As an advisor to top corporations nationwide and internationally, he personally recruited, evaluated, and negotiated the hire of key… Show more Registered Representative engaged in fee-based financial planning, estate planning, investment advice, and money management for business owners and high net worth individuals.Prior to re-directing his career to business succession and personal wealth planning, Warland owned and managed a highly successful executive search practice for over 20 years. As an advisor to top corporations nationwide and internationally, he personally recruited, evaluated, and negotiated the hire of key executives for a variety of positions. This experience has given him a unique edge in the financial services arena, making him well qualified to assist companies in the custom design of executive compensation and incentive plans that are highly effective in increasing personal wealth, retaining key employees, rewarding them for exceptional business results, and attracting top performers. Show less

Aug 1986 - Mar 2004
2 education records

Warland Griffith, Cfp, Cbec, Cepa education

FAQ

Frequently asked questions about Warland Griffith, Cfp, Cbec, Cepa

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What company does Warland Griffith, Cfp, Cbec, Cepa work for?

Warland Griffith, Cfp, Cbec, Cepa works for Ready for Next Advisory Group.

What is Warland Griffith, Cfp, Cbec, Cepa's role at Ready for Next Advisory Group?

Warland Griffith, Cfp, Cbec, Cepa is listed as Seasoned Expert in Business Value Acceleration and Transition Readiness at Ready for Next Advisory Group.

Where is Warland Griffith, Cfp, Cbec, Cepa based?

Warland Griffith, Cfp, Cbec, Cepa is based in Miami, Florida, United States while working with Ready for Next Advisory Group.

What companies has Warland Griffith, Cfp, Cbec, Cepa worked for?

Warland Griffith, Cfp, Cbec, Cepa has worked for Ready For Next Advisory Group, Ready For Next Academy, Strategic Value Advisors, Inc., Sva Value Accelerators (Formerly Strategic Value Advisors), and Wealth Management Advisors, Inc..

Who are Warland Griffith, Cfp, Cbec, Cepa's colleagues at Ready for Next Advisory Group?

Warland Griffith, Cfp, Cbec, Cepa's colleagues at Ready for Next Advisory Group include Sean Hutchinson.

How can I contact Warland Griffith, Cfp, Cbec, Cepa?

You can use AeroLeads to view verified contact signals for Warland Griffith, Cfp, Cbec, Cepa at Ready for Next Advisory Group, including work email, phone, and LinkedIn data when available.

What schools did Warland Griffith, Cfp, Cbec, Cepa attend?

Warland Griffith, Cfp, Cbec, Cepa holds Graduate Of, College For Financial Planning from Florida Atlantic University - College Of Business.

What skills is Warland Griffith, Cfp, Cbec, Cepa known for?

Warland Griffith, Cfp, Cbec, Cepa is listed with skills including Exit Strategies, Wealth Management, Wealth Management Services, Asset Allocation, Business Valuation, Financial Advisory, Investments, and Strategic Financial Planning.

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