Kyle Winder
- Role
- President Certified Exit Planning Advisor Certified Value Buildertm at Flight Plan Strategies
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Kyle Winder
Having worked with hundreds of small business owners over the past decade, I have found…
Experience
President Certified Exit Planning Advisor Certified Value Buildertm
Jul 2022 — Present
Flight Plan Strategies is an innovative coaching and consultancy firm that assists main street business owners ($500K -$10M in revenue) with developing transition and succession plans; allowing them to exit with maximum value, on their own terms, and on their own schedule. As a Certified Exit Planning Advisory firm adhering to the Exit Planning Institutes Value Acceleration Methodology, our focus is on identifying, protecting, growing, harvesting, and managing the value of your business.
Education
Middlebury College
Bachelor of Arts (B.A.), English Literature
1991 — 1995
University of Glasgow
English Literature (British and Commonwealth)
1993 — 1994
Campbell University
Master's degree, Trust and Wealth Management
2010 — 2011
Skills
- Roth Iras
- Estate Planning Strategies
- Business Continuation Strategies
- Disability Income Insurance
- Deferred Compensation Plans
- Wealth Accumulation
- 401 (K), 403 (B), Sep & Simple Iras
- Mutual Funds
- Key Person Insurance
- Survivor Income
- Income Protection
- Retirement Plans
- Roth Ira
- College Funding Strategies
- Wealth Accumulation Strategies
- Salary Continuation
- Tax-Deferred Savings
- Series 66 & 7 Registrations
- Asset Allocation
- Executive Bonus Plans
- Buy-Sell Review
- Charitable Giving
- Business Overhead Expense
- Traditional Ira
- Life Insurance
- Long-Term Care Insurance
- Financial Needs Analysis
- Supplemental Retirement Income
- Pension Plans
- Annuities (Variable & Fixed)
- Retirement Planning
- Executive Benefits Strategies
- Estate Planning
- Iras
- Buy-Sell Agreements
- Dental Insurance
- Informal Business Valuation
- Split Dollar Plans
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