Exit Planning Institute - Find a CEPA

I am a native of Raleigh, NC and graduated from Lenoir Rhyne University. While at LR I was a member of the football team and earned a degree in Business Management. I began my financial services career in 1999 and in September 2016, I joined Southeast Retirement Planners to be a part of helping build a long-term, successful firm and impacting not only our clients but also the community in a meaningful way.

With more than 22 years of experience in financial planning and investment management, I feel I have the accumulated knowledge and perspective to help keep you and your financial future on a steady course. With a growing family and an ever-changing financial landscape, I understand the importance of planning for the future, how to balance the complex financial system and how to adapt intelligently as conditions change.

My wife, Autumn, and I and our children William, Carson, and Claire Frances, work together to maintain a balance between work, family, church, and my alma mater. We are very involved in Discovery Church in Hickory as well as serving and supporting Lenoir Rhyne University through the Bears Club.

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BOB FINCHER

BOB FINCHER

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

2024 Webinar Series

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Confidential Estate Planning Form

Decentralizing the Business Owner

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

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Five Stages of Value Maturity Infographic

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Issue One: The Annual Exit Magazine

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

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

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Top Questions To Ask Your Business Owner's Advisors

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