Brett Dearing is a Certified Exit Planning Advisor® (CEPA), Certified Merger & Acquisition Advisor® (CM&AA) and has been working closely with privately-held businesses for over 27 years. Mr. Dearing is a valued advisor that has sat alongside business owners to assist in working through the complexities of transitioning a family business, structuring comprehensive succession plans for business owners while providing a proven action planning process for growth planning. Mr. Dearing’s passion for assisting business owners has fueled his willingness to participate at speaking engagements or in educational platforms that focus on driving better outcomes through educating and preparing business owners for the sale of their business. His experience includes being responsible for actively consulting over 1,000 Financial Advisors across the United States on investment strategy and client engagement focused for privately-held businesses.
Mr. Dearing has a nationally accomplished network of business advisors that he utilizes to assist in executing his business and action planning for his business owner’s clients. His specialization is preparing the business and the business owner for transaction while maximizing Enterprise Value. In addition, Mr. Dearing utilizes his network to focus on assisting clients with mergers & acquisitions, recapitalizations, private equity purchases, strategic acquisitions, spin-out acquisitions, tuck-in strategies, ESOP’s and company valuation & analysis.As an experienced Family Wealth Advisor to family owned businesses, Mr. Dearing’s experience includes implementing tax sensitive investment solutions for high-net worth clients, business owners of privately held companies and corporate executives. In previous positions Mr. Dearing worked closely with business owners as an outsourced Chief Operating Officer.