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AARON TOMITA
Aaron Tomita is a CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor (CEPA®) at Avior Wealth Management. He has worked with hundreds of families to design and monitor their personal financial plans. He works with investors who have anywhere from $250,000 to over $15MM in liquid investments.
Aaron specializes in helping those who experience complicated issues pertaining to stock options, restricted stock, and other forms of equity compensation. He also regularly works with business owners seeking to formulate a transition plan into retirement. Aaron’s experience as a CEPA® allows him to help guide a business owner in discussions and planning surrounding the next chapter in their life.
“Whether someone wants to sell their business or grow its value, exit planning is just good business strategy” – Aaron Tomita, CFP®, CEPA®
In his free time, Aaron enjoys various outdoor recreations, biking along inner-city trails, and personal development. He is an active member in the community through his work with the Omaha Morning Rotary, where he is the standing Treasurer and service chairman.
Aaron Tomita is a CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor (CEPA®) at Avior Wealth Management. He has worked with hundreds of families to design and monitor their personal financial plans. He works with investors who have anywhere from $250,000 to over $15MM in liquid investments.
Aaron specializes in helping those who experience complicated issues pertaining to stock options, restricted stock, and other forms of equity compensation. He also regularly works with business owners seeking to formulate a transition plan into retirement. Aaron’s experience as a CEPA® allows him to help guide a business owner in discussions and planning surrounding the next chapter in their life.
“Whether someone wants to sell their business or grow its value, exit planning is just good business strategy” – Aaron Tomita, CFP®, CEPA®
In his free time, Aaron enjoys various outdoor recreations, biking along inner-city trails, and personal development. He is an active member in the community through his work with the Omaha Morning Rotary, where he is the standing Treasurer and service chairman.
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- Website:
https://avior.com/ - Phone: 402-218-4064
- Email:
aaron.tomita@avior.com - City: Omaha
- State: Nebraska
- Postal Code: 68106
- Country: United States
- Designations: CEPA
AARON TOMITA
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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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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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Business Attractiveness Scorecard
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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: 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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EPI Chapter President Circle Meeting Notes
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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 Whitepaper
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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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Intangible Capitals Make Or Break Your Business Whitepaper
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Know Your Gaps
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Stage 1: The Value Maturity Index - Identifying Value
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Successful to Significant Whitepaper
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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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Understanding Your Business Value Whitepaper
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Understanding Your Business Value Whitepaper
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Walking You Through the Perfect Exit Whitepaper
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