Throughout his career, David Kent has displayed a keen understanding of business and the tactics used to maximize value. Since joining the Heritage team, he has embraced his role as Director of Business Planning and is truly passionate about helping small business owners succeed. With the understanding that even business owners must eventually retire, David has dedicated himself to mastering his craft and expanding his knowledge. As a result, David has recently earned the designation of Certified Exit Planning Advisor®, becoming one of 45 CEPA®s in Tennessee and only a handful in the Knoxville area.
This latest designation means that David has completed the five-day MBA-style program presented by the Exit Planning Institute. To qualify, candidates must have at least five years of full-time experience working directly with business owners, an undergraduate degree, and be a member, in good standing, of the EPI.
David will take what he’s learned from the CEPA® and combine it with his MBA with a major emphasis in Strategic Management to provide business owners with a holistic approach to increasing the intrinsic value of their businesses. The entire Heritage Business Advisors team is so honored and blessed to have David as a part of our team. The next time you’re near our West Knoxville office, stop by and congratulate David on his achievement.
Learn how David and our team of CEPAs™ can help you realize your retirement goals.