
DANIEL SHORT
Daniel Short has been with the SBDC for the past 15 years. He approaches his clients with the curiosity to understand their unique needs and work with them to provide them support to accomplish their tasks. He graduated from Texas Tech in 2006 with a dual baccalaureate (Ag Economics and Business). MBA in 2011 From Texas A&M Commerce. Married for the last 17 years to Jennifer. Son Knox is 11. We live on a farm near Corsicana.
Daniel Short has been with the SBDC for the past 15 years. He approaches his clients with the curiosity to understand their unique needs and work with them to provide them support to accomplish their tasks. He graduated from Texas Tech in 2006 with a dual baccalaureate (Ag Economics and Business). MBA in 2011 From Texas A&M Commerce. Married for the last 17 years to Jennifer. Son Knox is 11. We live on a farm near Corsicana.
, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=daniel-short, lname=Short, hs_object_source_id=enrollmentId:1067880975200;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MAY%202024/SHORT-DANIEL-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-May%202024.pdf, hs_createdate=1716572511469, state=Illinois, id=13389622882, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Daniel Short, email=scott@directionalasset.com, associated_contact_record_id=28620001, website=none, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MAY%202024/7097_Short_CEPA-Certificate-2024-May.pdf, is_editable=editable, url_slug_2=daniel-short, impersonate_user_url=https://exit-planning-institute.org/member-detail/daniel-short?impersonation=true, full_name=Daniel Short, hs_lastmodifieddate=1745439799995, phone=+18479223073, company_name=Directional Asset Management, hs_object_id=13389622882, name=Daniel, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=60005, hs_updated_by_user_id=27899400, status=Published}- Advisor Type: Wealth Manager
- Website:
https://none - Phone: +18479223073
- Email:
scott@directionalasset.com - City: Arlington Heights
- State: Illinois
- Postal Code: 60005
- Country: United States
- Designations:
- Markets Served:
- Company Name: Directional Asset Management
DANIEL SHORT

The Value Acceleration Methodology

The Value Acceleration Methodology Infographic
.png)
Top Questions To Ask Your Business Owner's Advisors

Understanding Your Business Value Whitepaper

Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit

Who Has a Seat at the Table Infographic

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 State of The Institute
.png)
2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

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

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study, CEPA and CPAs

Case Study, CEPA and EOS

Case Study, CEPA and M&A

Case Study: A Framework to Build Value

Case Study: A Framework To Build Value In Your Business

Case Study: How to Strategically Build Transferrable Value

Case Study: How to Strategically Build Transferrable Value

Case Study: Human Capital, The Exit Planning Institute

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

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

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

The Value Acceleration Methodology Infographic
.png)
Top Questions To Ask Your Business Owner's Advisors

Understanding Your Business Value Whitepaper

Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit

Who Has a Seat at the Table Infographic

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 State of The Institute
.png)