Kyle Schlabach
Certified Exit Planning Advisor® | Financial strategies for business owners seeking a work optional lifestyle
- Role
- Financial Advisor at Edward Jones
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Kyle Schlabach
For a business owner, exit planning is all about being proactive and prioritizing the things you can control about transitioning away from ownership. A thoughtful exit planning strategy includes identifying and addressing personal, financial and business needs so you can confidently step away from a privately held business when and how you choose. Taking steps long before you’re ready to exit the business sets you up for a successful shift to your next chapter. Five steps to help you get started: 1. Build your professional team. Determine how much you want or need from a sale. Understand how much your business is worth. Develop a strategy to close the gap between steps 2 and 3. Consider the successor who can best meet your goals. I serve as the financial quarterback of my client\'s professional team. We start with a discussion of what is important to you. We utilize an established process to build personalized strategies to help you reach your goals. We partner together throughout your life to help keep you on track. Contact my office at 97••••••16 for a complimentary initial For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Nov 2017 — Present · Highland Village, TX, US
Helping individual investors achieve their financial goals.
Education
Texas Tech University
Bachelor of Science (B.S.) in Mechanical Engineering
1991 — 1995
Skills
- Operations Management
- Training
- Business Retirement Plans
- Education Savings
- Contract Negotiation
- Microsoft Excel
- Recruiting
- Customer Satisfaction
- New Business Development
- Management
- Public Speaking
- Purchasing
- Retail
- Cold Calling
- Inventory Management
- Sales Management
- Fixed Income Investments
- Marketing Strategy
- Mutual Funds
- Direct Sales
- Sales Operations
- Account Management
- Business Development
- Customer Service
- Investor Education Programs
- Team Building
- Estate and Trust Services
- Supply Chain Management
- Strategic Planning
- Equity Investments
- Product Development
- Individual Retirement Accounts
- Sales
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