Kevin B. Roth

About Kevin B. Roth

Entrepreneurs, private business owners and executives turn to Tanglewood Legacy Advisors…

Experience

1. Managing Director

   Tanglewood Legacy Advisors, Llc

   Apr 2018 — Present

   Over the last 18 years, I have co-founded, grown and exited multiple privately held businesses. I have worked on the acquisition side of the table as a corporate acquirer conducting due diligence on hundreds of companies. The combination of owning and growing companies and acquiring business has led to my passion of helping other owners simplify and clarify the complex and inseparable intersection of their personal, financial, and business lives. The perspective we bring to the table for our clients, is not just our own 75+ years of combined experience, but also from the families and business owners we have partnered with over time; who often share through our CEO roundtable and advisory groups. 85% of successful businesses will not outlive their founder, as they fail to be transition ready when the opportunity or triggering event occurs. Our passion is working to change that outcome for private business owners. Whether you are looking to pivot your business for scale, considering an internal succession, dealing with absent business partners, or preparing for a third-party sale or capital infusion, we invite you to borrow from our perspective and experience. • Private Business Value Growth and Transition Advisory • Certified Exit Planning Advisor, CEPA • Certified Merger and Acquisition Advisor®, CM & AA • Kevin is a CERTIFIED FINANCIAL PLANNER™ professional • Comprehensive Wealth Management and Financial Planning

Skills

• Business Strategy
• Competitive Analysis
• Business Valuation
• Start-Ups
• Product Development
• Due Diligence
• Personal Financial Planning
• New Business Development
• Portfolio Management
• Marketing Strategy
• Exit Planning
• Practice Management
• Business Development
• Strategic Planning
• Asset Management
• Wealth Management