Skip to main content

CERTIFIED FINANCIAL PLANNER® for Entrepreneurs - Derek Notman

  •  Tel: 1-855-497-8737
  •  
  •  
  • Sign Up for Automatic Blog Updates
  • Schedule a Meeting
  • Contact Us

CERTIFIED FINANCIAL PLANNER® for Entrepreneurs - Derek Notman

  • About 
    • Our Passion
    • Our Team
    • Our Process
    • Our Logo
    • The Traveling 'Trep
  • Services 
    • Financial Planning
    • Investment Management
    • Insurance Solutions
    • Portfolio & Retirement Income Planning
    • Skymiles
    • Work With Derek Notman
  • Pricing
  • Resources 
    • Annuity Basics
    • Asset Allocation
    • Charitable Giving
    • eMoney Adviser
    • Intrepid Insights Entrepreneur Video Series
    • IRA's
    • Product Reviews
    • Sudden Wealth Planning
    • Virtual CFP®
  • Blog
  • Client Service 
    • Phone Numbers
  • Client Login

We Understand Your World

and are experts in ours

Learn What We Do

We Help You

realize your hopes, dreams & goals

Why Work With Us?

You've Worked Hard For Your Money

it's time for it to work just as hard for you

Learn About Our Prices 

  Previous   Next

    You are here

  1. Home
  2. Exit Strategy

Exit Strategy

About to exit?

Submitted by The Entrepreneur's Advisor - Derek Notman on January 2nd, 2019

Things to consider before the sale of your start-up is final.

So, you’ve done it!  Your company has finally achieved success and you’re looking to cash out on the effort you have invested.  Deservingly so, however, you’re not done yet.

Tags:
  • Certified Financial Planner
  • compliance
  • Entrepreneur
  • Exit Strategy
  • Financial Planner
  • Financial Planning
  • Retirement Planning
  • Startup Company
  • Read more

Your Business and Planning for Death, Disability Or Departure

Submitted by The Entrepreneur's Advisor - Derek Notman on November 16th, 2018

Strategies to help protect your business against death, disability or departure

As an entrepreneur and business owner, naturally, you want what is best for your company and employees alike.  Although we don’t like to think about things like death, disability, or an unexpected departure of a key person involved in the business, these things happen.  As a business owne

Tags:
  • Certified Financial Planner
  • CFP
  • Death
  • Departure
  • Disability
  • Exit Strategy
  • Financial strategy
  • Read more

Exit Strategy – How to Make Money Selling Your Business

Submitted by The Entrepreneur's Advisor - Derek Notman on January 12th, 2017

What is your business exit plan?

One of the common conversations I have with the people I work with is about their business or startup.  How they came up with the idea in the first place.  Why they chose to start it in one place versus another.  The struggles, losses, and victories they have experienced as they were building.  Their vision for the future as they

Tags:
  • Exit Strategy
  • Financial Planning
  • How to make money
  • Selling your business
  • Read more
Key Man Insurance

What Founders and Venture Capital Firms Need To Know About Key Man Insurance

So, after much deliberation you’ve done it.  You are a founder and have started a business – you have started to realize your dreams and make progress towards your goals.  Now you’re on the hunt for funding from Venture Capitalists.  VC’s need to know

Read More

 

Work With Us

Quick Message

 

 

 

Virtual Financial Advisor

Derek Notman and Intrepid Wealth Partners is a trusted virtual financial advisor For High Net Worth Individuals including Entrepreneurs, Founders, Business Owners, Startup Companies, and Their Families.  From Startup through Exit, combining human advice with robust technology, we help you Realize your Hopes, Dreams & Goals.

Click here for our disclosures.

Headquarters Address
999 Fourier Dr, Ste 300
Madison, Wisconsin
53717 United States

  •  Tel: 1-855-497-8737
  •   info@intrepidwealthpartners.com
  •  
  •  
  •  

© 2019 Intrepid Wealth Partners, LLC. All rights reserved.

Website Design For Financial Services Professionals