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JOE SEETOO
For over 25 years, Joe has acted as a trusted advisor to business owners and high-net-worth families, providing financial planning and wealth management services to help them Get the Most Life Out of Their Wealth®. Joe is passionate about equipping business owners with the knowledge and resources they need to sell their business successfully. On his exit planning podcast, The Ripcord Moment, he showcases the owners and their team of trusted advisors, who have navigated challenges, structured successful deals, and ultimately achieved their perfect landing.
Over the past four years, Joe has been instrumental in developing a unique offering for Morton Wealth that helps business owners make smart decisions as they build wealth and financially prepares those who are looking to transition or sell their business in the coming years.
Joe has been named as one of the 200 most influential leaders in the Greater San Fernando Valley Region by the San Fernando Valley Business Journal for five consecutive years. He is also the recipient of the Trailblazer Award by the San Fernando Valley Business Journal. He is a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, he is a Certified Exit Planning Advisor and a member of ProVisors. He currently serves as Founder and President of the Conejo Valley chapter of the Exit Planning Institute, which serves to create a forum where advisors can collaborate to address the needs of the local community, develop educational programs for business owners, and better prepare owners for the successful exit of their business. Joe is also a part of the EPI Thought Leadership Council, which is made up of a select group of highly successful advisors whose work exemplifies the Value Acceleration Methodology™ and whose insight and knowledge are valuable to other advisors.
Joe is involved in the Boys & Girls Clubs of Greater Conejo Valley, and enjoys playing guitar, practicing Brazilian Jiu Jitsu, reading, and spending time with family.
For over 25 years, Joe has acted as a trusted advisor to business owners and high-net-worth families, providing financial planning and wealth management services to help them Get the Most Life Out of Their Wealth®. Joe is passionate about equipping business owners with the knowledge and resources they need to sell their business successfully. On his exit planning podcast, The Ripcord Moment, he showcases the owners and their team of trusted advisors, who have navigated challenges, structured successful deals, and ultimately achieved their perfect landing.
Over the past four years, Joe has been instrumental in developing a unique offering for Morton Wealth that helps business owners make smart decisions as they build wealth and financially prepares those who are looking to transition or sell their business in the coming years.
Joe has been named as one of the 200 most influential leaders in the Greater San Fernando Valley Region by the San Fernando Valley Business Journal for five consecutive years. He is also the recipient of the Trailblazer Award by the San Fernando Valley Business Journal. He is a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, he is a Certified Exit Planning Advisor and a member of ProVisors. He currently serves as Founder and President of the Conejo Valley chapter of the Exit Planning Institute, which serves to create a forum where advisors can collaborate to address the needs of the local community, develop educational programs for business owners, and better prepare owners for the successful exit of their business. Joe is also a part of the EPI Thought Leadership Council, which is made up of a select group of highly successful advisors whose work exemplifies the Value Acceleration Methodology™ and whose insight and knowledge are valuable to other advisors.
Joe is involved in the Boys & Girls Clubs of Greater Conejo Valley, and enjoys playing guitar, practicing Brazilian Jiu Jitsu, reading, and spending time with family.
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- Website:
https://www.mortonwealth.com/ - Phone: (310) 413-5258
- Email:
jseetoo@mortonwealth.com - City: Calabasas
- State: California
- Postal Code: 91301
- Country: United States
- Designations: CEPA, CFA, CFP®
JOE SEETOO
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The Value Acceleration Methodology
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The Value Acceleration Methodology Infographic
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Top Questions To Ask Your Business Owner's Advisors
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Understanding Your Business Value Whitepaper
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Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit
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Who Has a Seat at the Table Infographic
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120-Day CEPA Playbook: Download the Playbook
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2022 Colorado State of Owner Readiness Quick Look Brochure
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2022 Colorado State of Owner Readiness Report
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2023 National State of Owner Readiness Report
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2024 State of The Institute
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2024 Webinar Series
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2025 Webinar Series
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5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper
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A Look Inside The Unique World of - Value Creation Whitepaper
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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
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Access My Courses
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Best-In-Class Whitepaper
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Beyond CEPA Roadmap
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Business Attractiveness Scorecard
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Case Study, CEPA and CPAs
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Case Study, CEPA and EOS
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Case Study, CEPA and M&A
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Case Study: A Framework to Build Value
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Case Study: A Framework To Build Value In Your Business
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Case Study: How to Strategically Build Transferrable Value
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Case Study: How to Strategically Build Transferrable Value
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Case Study: Human Capital, The Exit Planning Institute
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Case Study: Human Capital, The Exit Planning Institute
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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: Value Acceleration
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CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm
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CEPA Development Scorecard
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CEPA: 2024 APR | Online
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CEPA: 2024 AUG | Online
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CEPA: 2024 FEB | Online
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CEPA: 2024 JAN | Online
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CEPA: 2024 JUL | Online
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CEPA: 2024 JUN | Online
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CEPA: 2024 MAR | Online
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CEPA: 2024 MAY | Online
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CEPA: 2024 OCT | Online
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CEPA: 2024 SEP | Online
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Chapter Logos
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Decentralizing the Business Owner
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Decentralizing the Business Owner
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Email Marketing Templates
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EPI Chapter President Circle Meeting Notes
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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners
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First Steps
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Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic
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From Successful to Significant
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From Successful to Significant Whitepaper
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Infographic: Beyond CEPA Path
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Infographic: Decentralizing the Business Owner
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Infographic: Five Stages of Value Maturity
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Infographic: The 5 D's
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Infographic: Who Has a Seat at the Table
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Issue One: The Annual Exit Magazine
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Know Your Gaps
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Stage 1: The Value Maturity Index - Identifying Value
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The Impact of Unplanned Consequences on Business Value Whitepaper
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The Value Acceleration Methodology
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The Value Acceleration Methodology Infographic
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Top Questions To Ask Your Business Owner's Advisors
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Understanding Your Business Value Whitepaper
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Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit
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Who Has a Seat at the Table Infographic
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120-Day CEPA Playbook: Download the Playbook
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2022 Colorado State of Owner Readiness Quick Look Brochure
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2022 Colorado State of Owner Readiness Report
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2023 National State of Owner Readiness Report
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2024 State of The Institute
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