Exit Planning Institute - Find a CEPA | Jon Dannemiller

As a Senior Consultant with Marsh McLennan Agency’s (MMA) Executive

Benefits practice, Jon partners to create executive benefits packages for

businesses. These include executive benefit carve-outs, non-qualified

retirement plans, business succession planning, and key-employee

arrangements. He has extensive experience with high-net-worth and ultra-

high-net-worth clients in the areas of executive benefits, business succession

planning, estate planning, and long-term care planning.

For over twenty years, Jon has been working with advisors and their clients

using a consultative approach to implement risk management strategies. Jon

holds the Accredited Estate Planner designation from the National

Association of Estate Planners and Councils. He also earned his Chartered

Life Underwriter, Chartered Financial Consultant, and Chartered Advisor for

Senior Living designations from the American College. He was awarded the

Certified Exit Planning Advisor Designation from the Exit Planning Institute.

Jon graduated with his Bachelor of Arts from the University of Notre Dame

and his MBA from the University of Cincinnati. He is a board member and

past President of the Cincinnati Estate Planning Council. A recent semi-

empty-nester, Jon is looking to spend more time playing pickleball and golf,

while still taking time to visit his three children who are currently in college at

Ohio State, Centre College, and Miami University, respectively.

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As a Senior Consultant with Marsh McLennan Agency’s (MMA) Executive

Benefits practice, Jon partners to create executive benefits packages for

businesses. These include executive benefit carve-outs, non-qualified

retirement plans, business succession planning, and key-employee

arrangements. He has extensive experience with high-net-worth and ultra-

high-net-worth clients in the areas of executive benefits, business succession

planning, estate planning, and long-term care planning.

For over twenty years, Jon has been working with advisors and their clients

using a consultative approach to implement risk management strategies. Jon

holds the Accredited Estate Planner designation from the National

Association of Estate Planners and Councils. He also earned his Chartered

Life Underwriter, Chartered Financial Consultant, and Chartered Advisor for

Senior Living designations from the American College. He was awarded the

Certified Exit Planning Advisor Designation from the Exit Planning Institute.

Jon graduated with his Bachelor of Arts from the University of Notre Dame

and his MBA from the University of Cincinnati. He is a board member and

past President of the Cincinnati Estate Planning Council. A recent semi-

empty-nester, Jon is looking to spend more time playing pickleball and golf,

while still taking time to visit his three children who are currently in college at

Ohio State, Centre College, and Miami University, respectively.

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A Look Inside The Unique World of - Value Creation Whitepaper

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Case Study, CEPA and CPAs

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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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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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EPI Chapter President Circle Meeting Notes

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

When deciding to exit their business, an owner has several internal and ext..

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First Steps

The first steps after earning your CEPA designation.

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Five Stages of Value Maturity Infographic

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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 Value Acceleration Methodology

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Understanding Your Business Value Whitepaper

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Understanding Your Business Value Whitepaper

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

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Walking You Through the Perfect Exit Whitepaper

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