Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Boyd Sorem is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

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Boyd L. Sorem, RICP® CEPA® CFS™

Financial Advisor | Wealth Consulting Group

Boyd Sorem works with business owners and successful families navigating major financial transitions — exits, liquidity events, retirement income planning and wealth transfer. Based in Scottsdale, AZ, he serves clients nationally.

Before advising, Boyd spent nearly 20 years as a wholesaler and consultant to top financial advisors across the country, specializing in retirement income strategies and asset protection. That background gives him an insider's view of what actually works in complex wealth planning.

Boyd built the Live F.R.E.E.™ Process to guide clients from Foundation through Review, Execute, and Evolve — establishing a Freedom Value at the outset and coordinating tax, legal, and investment strategy around it as circumstances change.

His CEPA® training makes him a strong fit for owners approaching a sale: helping them understand what their business exit means for their personal financial picture, and making sure the proceeds are structured to support the life they want afterward.

Boyd is selective about his client relationships and works best with owners who want a long-term advisor, not a transaction. If you're working with a client approaching an exit or liquidity event, let's connect.

bsorem@wealthcgaz.com | 480-788-0865 | wealthcgaz.com

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Boyd L. Sorem, RICP® CEPA® CFS™

Financial Advisor | Wealth Consulting Group

bsorem@wealthcgaz.com | 480-788-0865 | wealthcgaz.com

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Advisor Type: Financial Advisor
Website:
https://www.wealthcgaz.com/team/boyd-sorem
Phone: +1 480-788-0865
City: Scottsdale
State: Arizona
Postal Code: 85258
Country: United States
Designations: RICP®, CEPA®, CFS™
Markets Served:
Company Name: The Wealth Consulting Group
LinkedIn:
https://www.linkedin.com/in/boydsorem/

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