Verified recordFinancial Services

Aaron Dube

Exit Planning Strategist at Bei - Business Enterprise Institute

Based in Louisville, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Louisville

Industry

Financial Services

Company size

23

Contact information

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Email

1 credit

a•••••••@exitplanning.com

Phone

5 credits

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Background

About Aaron Dube

A motivated professional helping advisors understand how to have more engaging conversations with business owners and identify opportunities within their existing practice to incorporate Exit Planning strategies and deliver additional value. Supporting individual advisors in getting their practice started through large enterprise solutions in which companies have been able to implement a holistic approach, delivering a consistent client experience across each of their verticals. A unique perspective with a proven ability to help advisors understand how to find the key points in a business owners goals and turn them into actionable steps through implementation of Exit Planning strategies.

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