Exit Planning Institute - Find a CEPA

Derek built, operated, and sold a successful family business after 12 years, and now dedicates his life to imparting that experience to business owners and their key employees. From recruiting and retaining a superior team, to succession planning, to sales training and revenue growth, to managing expenses and company financial statements: Derek has been there. As a business owner, managing cash flow, future planning, and simply dealing with life’s ebbs and flows has never been more stressful or complex. With great challenges come great opportunities, and Derek believes this to be a unique opportunity for business owners—with proper guidance and support—to work towards their financial goals with confidence.

Derek resides in Grand Rapids with his wife Stephanie and their two dogs. He has played just about every sport imaginable including hockey, soccer, tennis, and baseball. He also loves to ski when he can. Derek especially enjoys spending time with his wife and dogs, playing fetch with his Australian Cattle Dog, and reading books on economics and history. He also likes to play a good computer strategy game, board game or puzzle.

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2022 Colorado State of Owner Readiness Quick Look Brochure

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

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