Knoxville, TN – June 9, 2018 – Justin Goodbread, noted financial advisor, Editor-in-Chief of Financially Simple and Founder-CEO of Heritage Investors, has added a valued qualification to his portfolio. Justin is now a Certified Value Growth Advisor™ (CVGA™), a qualification bestowed by Corporate Value Metrics, which provides the ONLY platform, process and certification program in Value Growth Services.
It is estimated that roughly 250,000 middle market business owners will attempt to exit their business in the next 12 years. Many of these owners want to increase the value of their companies before they attempt an exit. With the CVGA™ credential, Justin is now poised to show business owners how to grow the market value of their businesses, often their largest investments, while simultaneously building their net worth.
Justin bagged the CVGA™ designation after successfully going through its rigorous requirements, which included a 5-day program with 33 hours of classroom instruction, an oral and written competence assessment and a 3-hour examination. This CVGA™ certification adds substance and credibility to Justin’s already impressive qualifications as a CEPA® (Certified Exit Planning Advisor) and a CFP® (Certified Financial Planner™). Corporate Value Metrics, LLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education (CPE) on the National Registry of CPE Sponsors.
Through Heritage Investors, a Registered Investment Advisor, Justin serves as an advisor to many business owners nationally in a fiduciary capacity. Through comprehensive wealth and exit planning, Justin already helps business owners transition into or out of businesses, plan for retirement and manage their current wealth. Now he can provide value growth services for his business owner clients that will result in a visible impact to the growth, profits and enterprise of their companies.
For a wealth management firm like Heritage Investors, the addition of a CVGA™ certification offers a new trajectory for growth, giving them a very distinct competitive advantage – offering comprehensive services for today’s successful business owners.
Disclaimer: Advisory services are offered through Heritage Investors, LLC., a Registered Investment Advisor.
Find more info on Justin at: https://financiallysimple.com/justingoodbread/
Find more about CVGA: http://www.corporatevalue.net/cvga/
Company Name: Heritage Investors
Contact Person: John Goethert
Email: Send Email
Address:11470 Parkside Dr. Suite 201
State: TN 37934
Country: United States