Keith Veres on Clubhouse

Bio

🏒 Invited to try out for 88’ USA Olympic Hockey Team

👨‍👩‍👧‍👦 Husband & Father of 5 Amazing Kids

🏦 Partner, Director of Corporate Finance (M&A arm) in large regional financial services firm with offices in, OH, PA, NJ, NY and FL. Started one of our SWFL offices.

💼 CEPA- Certified Exit Planning Advisor- EVERY Business Owner NEEDS a Smart Exit Plan. Working with business owners for 30 years from formation to Exit Planning, to include internal sales as well as packaging, marketing and finding external strategic or financial buyers for them. I serve businesses that are worth from $500k up to $500 Million.

💰Wealth Advisor- I help manage portfolios for HNW individuals.

🏦 Investment Banker with NY based firm. Merger & Acquisitions.

Certifications and Designations:

CEPA- Certified Exit Planning Advisor
CPA- Certified Public Accountant
CGMA- Chartered Global Management Accountant
Series 79- Investment Banking Representative
Series 63 and 65- Financial Advisor

Smart Exit Planning for Business Owners is my message and service as a Certified Exit Planning Advisor (CEPA). I am also a CPA, CGMA, Financial Advisor and Investment Banking Representative.

Check out my amazing wife on YouTube - “Gardening With Heidi”

Being a positive contributor to the communities we serve is very important to us. Have served on multiple non-profit organization boards and served on their Executive Committees. Appointed by mayor to help form Community Foundation for a city in Ohio. Recently served on Community Foundation Board in SWFL as an Executive Committee member for 10 years.

Connect with me on LinkedIn-
http://linkedin.com/in/keithverescpa

Working on a book for business owners who are wanting to be proactive and prepared for their eventual exit. Hope to have published in 2022.

Follow me and I will follow you back. I am here to connect.

Have a blessed week!