At Financially Simple, we strive to ensure you walk a financially simple path and one of the ways we do that is through earning certifications. We are proud to announce that another badge of honor has been bestowed upon Justin Goodbread. He has now added the title of Certified Value Growth Advisor™ (CVGA™) to his list of CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor™, as well.
With roughly 250,000 business owners expected to exit their businesses in the next 12 years, this certification gives them someone to turn to. Obviously, an exit takes time and strategic planning, especially if you want to grow your net worth and leave your business with an increased value. With the CVGA™ credential, Justin is now poised to show business owners exactly how to do that.
After successfully going through the Corporate Value Metrics, LLC rigorous requirements, which included a 5-day program with 33 hours of classroom instruction, an oral and written competency assessment and a 3-hour examination, Justin was awarded the CVGA™ designation. This 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.
Justin’s addition of the CVGA™ certification gives him a very distinct competitive advantage and allows him to offer comprehensive services for today’s successful business owners. Through Heritage Investors, his boutique firm and Registered Investment Advisor, he already serves many business owners around the country in a fiduciary capacity. He offers services such as comprehensive wealth and exit planning allowing business owners to transition into or out of businesses, plan for retirement, and manage their current wealth. Now Justin can also provide value growth services to his business owner clients, which should hopefully result in a visible impact on the growth, profits, and enterprise of their companies.