Exit Planning Institute - Find a CEPA

Meet Ben Duenwald:

Ben launched his financial services career in 1998 with Merrill Lynch Wealth Management. He feels privileged to help clients enjoy tangible rewards for their diligence and hard work – taking the time to explain possible scenarios and the steps entailed in helping to achieve positive outcomes. He holds the CEPA (Certified Exit Planning Advisor) designation and works closely with business owners and their partners to help clients navigate planning and executing on business sales.

Ben graduated from the University Of Washington Business School with a focus on Finance. Ben and his wife, Sarah are proud parents of two young children. Having both grown up in small towns, Ben and Sarah enjoy traveling the Northwest with their kids to make sure they experience all that this part of the country has to offer. As a family they enjoy fishing, golf, skiing and river rafting.

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Meet Ben Duenwald:

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

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