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DAVID DOEHRING
Fortress Financial Group
As a Certified Exit Planning Advisor (CEPA), David Doehring 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: Financial Advisor
- Website:
https://thinkfortress.com/ - Phone: 7605052641
- Email:
david.doehring@fortressfg.com - City: Rancho Mission Viejo
- State: California
- Postal Code: 92694
- Country: United States
- Designations:
DAVID DOEHRING
Fortress Financial Group
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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2023 National State of Owner Readiness Report
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2023 National State of Owner Readiness Report
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2024 State of The Institute
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2024 State of The Institute
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5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper
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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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Access My Courses
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Business Attractiveness Scorecard
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Business Attractiveness Scorecard
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Case Study: A Framework to Build Value
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Case Study: A Framework to Build Value
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Case Study: A Framework To Build Value In Your Business
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Case Study: A Framework To Build Value In Your Business
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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: 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: Human Capital, The Exit Planning Institute
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Case Study: Human Capital, The Exit Planning Institute
How Exit Planning Institute focused on improving their Human Capital.
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: The Value of Transitioning a Business to its Employees
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Case Study: Value Acceleration
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CEPA: 2024 APR | Online
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Decentralizing the Business Owner
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Decentralizing the Business Owner
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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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EPI Chapter President Circle Meeting Notes
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First Steps
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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
An in-depth look at the Five Stages of Value Maturity
From Successful to Significant Whitepaper
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From Successful to Significant Whitepaper
Business, Personal, Financial: A Holistic Approach to High-Value Transition..
Infographic: Decentralizing the Business Owner
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Infographic: Decentralizing the Business Owner
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Infographic: Five Stages of Value Maturity
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Infographic: Five Stages of Value Maturity
The Five Stages of Value Maturity impact the growth and ultimate sale of a ..
Infographic: The 5 D's
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Infographic: The 5 D's
Educate an owner on the ways they may be forced out of their business due t..
Infographic: Who Has a Seat at the Table
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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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Intangible Capitals Make Or Break Your Business Whitepaper
A variety of experts share how Intangible Capitals can be strengthened to i..
Know Your Gaps
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Know Your Gaps
Three numbers every business owner should know and manage to meet their goa..
Stage 1: The Value Maturity Index - Identifying Value
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Stage 1: The Value Maturity Index - Identifying Value
Materials to use within the Value Maturity Index: Identifying Value portion..
Successful to Significant Whitepaper
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Successful to Significant Whitepaper
The framework for a high value business transition.
The Impact of Unplanned Consequences on Business Value Whitepaper
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The Impact of Unplanned Consequences on Business Value Whitepaper
Learn how professional advisors help mitigate the risks associates with the..
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
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Understanding Your Business Value Whitepaper
Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..
Understanding Your Business Value Whitepaper
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Understanding Your Business Value Whitepaper
Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..
Walking You Through the Perfect Exit Whitepaper
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Walking You Through the Perfect Exit Whitepaper
We dive deep into the importance of personal planning and uncovering your p..
Who Has a Seat at the Table Infographic
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Who Has a Seat at the Table Infographic
Understand the key members on your exit planning team and the roles they pl..