Exit Planning Institute - Find a CEPA

Drew Swedlund, CEPA, CFP®
Private Advisor, Senior Vice President
Rockefeller Global Family Office

Drew Swedlund is a Certified Exit Planning Advisor (CEPA) and Senior Vice President at the Rockefeller Global Family Office in Dallas. His team, Preston, Swedlund & Turbitt Wealth Partners, specializes in helping business owners navigate the complex process of preparing for and executing a successful business transition.

With more than 25 years of experience in personalized wealth strategy, Drew works closely with owners of privately held businesses to maximize enterprise value, align personal and financial goals, and prepare for liquidity events often years before a transaction occurs. His primary focus is serving founders and entrepreneurs anticipating business exits of $25 million or more.

As a CEPA, Drew guides clients through the entire lifecycle of an exit, from value creation and pre-sale planning two to three years before a transaction, through deal execution, and ultimately to life after the sale. He serves as the quarterback of the advisory team, coordinating CPAs, estate planning attorneys, investment bankers, and other professionals around a unified strategy designed to help clients achieve the best possible outcome.

Drew and his partner, Lauren Turbitt, are both Certified Exit Planning Advisors, giving their team the unique advantage of two dedicated exit-planning specialists working collaboratively on behalf of business owners and their families. Together, they help clients transition from building successful businesses to preserving and growing wealth for future generations.

Advisor Type: Wealth Manager
Website:
https://www.rockco.com/preston-swedlund-turbitt-wealth-partners/
Phone: (972) 761-5032
City: Dallas
State: Texas
Postal Code: 75225
Country: United States
Designations: CEPA, CFP(R), CPFA
Markets Served: Dallas, Houston, Austin, San Antonio, Frisco, Plano
Company Name: Rockefeller Global Family Office
LinkedIn:
https://www.linkedin.com/in/drew-swedlund-cfp%C2%AE-cpfa-07590751/

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DREW SWEDLUND

DREW SWEDLUND

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A Look Inside The Unique World of Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

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Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

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Confidential Estate Planning Form

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

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Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

Top Questions To Ask Your Business Owner's Advisors

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