CHRISTOPHER BART
Marcum Wealth
As a Certified Exit Planning Advisor (CEPA), Christopher Bart 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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- Advisor Type: Wealth Manager
- Website:
https://marcumwealth.com - Phone: (440) 459-5920
- Email:
christopher.bart@marcumwealth.com - City: Cleveland
- State: Ohio
- Postal Code: 44143
- Country: United States
- Designations: CEPA
CHRISTOPHER BART
Marcum Wealth
2022 Colorado State of Owner Readiness Quick Look Brochure
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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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2022 Colorado State of Owner Readiness Report
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A Look Inside The Unique World of - Value Creation 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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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
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Business Attractiveness Scorecard
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Business Attractiveness Scorecard
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Case Study, CEPA and CPAs
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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: The Value of Transitioning a Business to its Employees
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Case Study: Value Acceleration
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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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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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Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic
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Infographic: Five Stages of Value Maturity
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Infographic: Five Stages of Value Maturity
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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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The Value Acceleration Methodology
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The Value Acceleration Methodology
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The Value Acceleration Methodology Infographic
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The Value Acceleration Methodology Infographic
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Understanding Your Business Value Whitepaper
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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Who Has a Seat at the Table Infographic
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Who Has a Seat at the Table Infographic
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