
KURT RAUZI
Meet Kurt Rauzi, CEPA, ChFC:
Kurt Rauzi is founder and Managing Director of Dedicated Capital Advisors, a San Francisco based registered investment advisory firm that specializes in legacy, philanthropic, and business planning for business owners and affluent families across the US. Kurt holds a Chartered Financial Consultant and Certified Exit Planner Designations. Kurt’s planning model, The Simple Truth™, helps families clarify their most important goals and objectives. He also enjoys helping business owners and affluent families minimize tax on the sale of their business, appreciated assets and estate plans in addition to maximizing their return and minimizing risk in their investment portfolios. He has shared his ideas and expertise with many organizations, including the Association for Corporate Growth, Equitable University, the St. Helena Hospital Foundation, and the Milken Institute. He is active in his profession and community, having served as President of the San Francisco Society of Financial Service Professionals, a member of the Center for Tax Strategies & Resources, Exit Planning Institute and San Francisco Estate Planning Council. Kurt has also served on the Board of Directors for the YMCA of San Joaquin County, the Salesian Boys and Girls Club. He is a board member of the Habitat Stewardship Foundation, member of The Olympic Club, The San Francisco Italian Athletic Club, and Wilderness Unlimited. Kurt and his wife Tanya enjoyed splitting their time between San Francisco and Costa Rica and are currently living in Marin. They are blessed with four children, Dominic, Zackary, William and Marissa.
Meet Kurt Rauzi, CEPA, ChFC:
Kurt Rauzi is founder and Managing Director of Dedicated Capital Advisors, a San Francisco based registered investment advisory firm that specializes in legacy, philanthropic, and business planning for business owners and affluent families across the US. Kurt holds a Chartered Financial Consultant and Certified Exit Planner Designations. Kurt’s planning model, The Simple Truth™, helps families clarify their most important goals and objectives. He also enjoys helping business owners and affluent families minimize tax on the sale of their business, appreciated assets and estate plans in addition to maximizing their return and minimizing risk in their investment portfolios. He has shared his ideas and expertise with many organizations, including the Association for Corporate Growth, Equitable University, the St. Helena Hospital Foundation, and the Milken Institute. He is active in his profession and community, having served as President of the San Francisco Society of Financial Service Professionals, a member of the Center for Tax Strategies & Resources, Exit Planning Institute and San Francisco Estate Planning Council. Kurt has also served on the Board of Directors for the YMCA of San Joaquin County, the Salesian Boys and Girls Club. He is a board member of the Habitat Stewardship Foundation, member of The Olympic Club, The San Francisco Italian Athletic Club, and Wilderness Unlimited. Kurt and his wife Tanya enjoyed splitting their time between San Francisco and Costa Rica and are currently living in Marin. They are blessed with four children, Dominic, Zackary, William and Marissa.
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- Website:
https://dedicated-cap.com/ - Phone: +14157651778
- Email:
krauzi@dedicated-cap.com - City: San Francisco
- State: California
- Postal Code: 94111
- Country: United States
- Designations: CEPA, ChFC
- Markets Served:
- Company Name: Dedicated Capital Advisors
KURT RAUZI

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

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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: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

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

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 Development Scorecard

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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

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

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

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

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 Webinar Series
