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JASON KLANN
Jason works with business owners helping them maximize the value of their companies, while also increasing the probability of a successful exit or business transition. He provides unique insights and action plans for business owners, derived from extensive experience in Mergers & Acquisitions, Strategic Planning and Operations with both emerging growth and Fortune 500 companies. Previous experience includes:
- SVP, Business Development & Strategy at Schneider Electric
- Division President at Schneider Electric
- Senior M&A and Valuation Consultant at Arthur Andersen Global Corporate Finance Group
- MBA, Finance & Strategy - University of Minnesota, Carlson School of Management
- Certified Exit Planning Advisor (CEPA)
He is focused on providing end-to-end Exit Planning support for business owners working in unison with their Financial Advisors and other core service providers (CPAs, Attorneys, etc.):
- Discover - Business Assessments & Indicative Valuations
- Prepare - Business Strategy & Operational Consulting
- Decide - Exit Options Analysis, M&A/Exit Process Support
Jason works with business owners helping them maximize the value of their companies, while also increasing the probability of a successful exit or business transition. He provides unique insights and action plans for business owners, derived from extensive experience in Mergers & Acquisitions, Strategic Planning and Operations with both emerging growth and Fortune 500 companies. Previous experience includes:
- SVP, Business Development & Strategy at Schneider Electric
- Division President at Schneider Electric
- Senior M&A and Valuation Consultant at Arthur Andersen Global Corporate Finance Group
- MBA, Finance & Strategy - University of Minnesota, Carlson School of Management
- Certified Exit Planning Advisor (CEPA)
He is focused on providing end-to-end Exit Planning support for business owners working in unison with their Financial Advisors and other core service providers (CPAs, Attorneys, etc.):
- Discover - Business Assessments & Indicative Valuations
- Prepare - Business Strategy & Operational Consulting
- Decide - Exit Options Analysis, M&A/Exit Process Support
- Advisor Type: M&A Advisor
- Website:
https://tolarus.com - Phone: 5126263842
- Email:
jason@tolarus.com - City: Austin
- State: Texas
- Postal Code: 78746
- Country: United States
- Designations:
JASON KLANN
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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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2024 State of The Institute
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2024 Webinar Series
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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 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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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: 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: Value Acceleration
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CEPA: 2024 APR | Online
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CEPA: 2024 AUG | Online
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CEPA: 2024 FEB | Online
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CEPA: 2024 JAN | Online
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CEPA: 2024 JUL | Online
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CEPA: 2024 JUN | Online
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CEPA: 2024 MAR | Online
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CEPA: 2024 MAY | Online
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CEPA: 2024 OCT | Online
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CEPA: 2024 SEP | Online
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Chapter Logos
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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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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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From Successful to Significant Whitepaper
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Infographic: Decentralizing the Business Owner
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Infographic: Five Stages of Value Maturity
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Infographic: The 5 D's
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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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Stage 1: The Value Maturity Index - Identifying Value
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Successful to Significant Whitepaper
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The Impact of Unplanned Consequences on Business Value Whitepaper
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The Value Acceleration Methodology
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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
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Walking You Through the Perfect Exit Whitepaper
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