Download Our CEPA Brochure

RYAN MCCLUNG

Crossroads Advisory

Things to Know

  • My office is located in Lake Oswego, OR, but I serve clients throughout the Pacific Northwest and across the country through convenient and secure virtual meetings.
  • I specialize in working with business owners who want a plan for how they will someday sell their business and retire.
  • Contact me to set up a complimentary introductory call.
  • All my services are billed on an hourly basis. So my clients just pay for the amount of time they need. I don't require ongoing retainers or charge a management fee based on a percentage of assets.
  • I’m a CFP®, CPA and a CEPA® (Certified Exit Planning Advisor for business owners).

About Me

I'm a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA) in Oregon. Several years ago I added the Certified Exit Planning Advisor™ (CEPA®) credential so that I can assist business owners through the process of transitioning out of their business. I've successfully exited two businesses of my own so I have personal experience with the process. After having been repeatedly asked for help with business exit planning by clients it became obvious that this was an area which is given limited attention by most financial planners. This led to a desire to specialize in helping business owners. In addition, I'm also a real estate investor myself which gives me a depth of knowledge to advise clients who have real estate as part of their portfolio.

My experience in advising both individuals and businesses has allowed me to develop a unique niche in helping business owners with a range of topics and issues that are particular to them. That is why I believe it is important to approach financial planning on a granular scale. I'm determined to first spend time understanding each client's needs, wants, and financial goals so that I can create a well- thought out, well-defined plan. 

Seeing the end result of a transformative process is what I find most rewarding. The relief on a client's face after lifting financial stress from their shoulders is what its all about. That is why my planning process begins by discussing and defining what is most important to the client. From there, we will create a trusted, tailored solution that moves them toward the financial future they dream of. 

Education & Designations

I studied accounting at Oregon State University where I received his Business Degree. I also hold the following designations, registrations and licenses:

My passions outside of financial planning include travelling, backpacking, beach-time, surfing with my kids, and just spending time alongside my family and friends. I love to volunteer for organizations that help support children in the community. As such, I've been the Treasurer for both the Metropolitan Youth Symphony and Parenting With Intent, which helps provide support and services to at-risk youth in foster care.

{custom_meta_description=Ryan McClung - CEPA, CPA, CFP - Crossroads Advisory - Tualatin, Oregon, profile_url__new_2024_=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Member%20Images/Ryan%20McClung_02%20-%20compressed-shrunk%20-%20narrow.jpg, city=Tualatin, profile_url=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Member%20Images/Ryan%20McClung_02%20-%20compressed-shrunk%20-%20narrow.jpg, display_country=United States, profile_description=

Things to Know

  • My office is located in Lake Oswego, OR, but I serve clients throughout the Pacific Northwest and across the country through convenient and secure virtual meetings.
  • I specialize in working with business owners who want a plan for how they will someday sell their business and retire.
  • Contact me to set up a complimentary introductory call.
  • All my services are billed on an hourly basis. So my clients just pay for the amount of time they need. I don't require ongoing retainers or charge a management fee based on a percentage of assets.
  • I’m a CFP®, CPA and a CEPA® (Certified Exit Planning Advisor for business owners).

About Me

I'm a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA) in Oregon. Several years ago I added the Certified Exit Planning Advisor™ (CEPA®) credential so that I can assist business owners through the process of transitioning out of their business. I've successfully exited two businesses of my own so I have personal experience with the process. After having been repeatedly asked for help with business exit planning by clients it became obvious that this was an area which is given limited attention by most financial planners. This led to a desire to specialize in helping business owners. In addition, I'm also a real estate investor myself which gives me a depth of knowledge to advise clients who have real estate as part of their portfolio.

My experience in advising both individuals and businesses has allowed me to develop a unique niche in helping business owners with a range of topics and issues that are particular to them. That is why I believe it is important to approach financial planning on a granular scale. I'm determined to first spend time understanding each client's needs, wants, and financial goals so that I can create a well- thought out, well-defined plan. 

Seeing the end result of a transformative process is what I find most rewarding. The relief on a client's face after lifting financial stress from their shoulders is what its all about. That is why my planning process begins by discussing and defining what is most important to the client. From there, we will create a trusted, tailored solution that moves them toward the financial future they dream of. 

Education & Designations

I studied accounting at Oregon State University where I received his Business Degree. I also hold the following designations, registrations and licenses:

My passions outside of financial planning include travelling, backpacking, beach-time, surfing with my kids, and just spending time alongside my family and friends. I love to volunteer for organizations that help support children in the community. As such, I've been the Treasurer for both the Metropolitan Youth Symphony and Parenting With Intent, which helps provide support and services to at-risk youth in foster care.

, hs_object_source_label=IMPORT, url_slug=ryan-mcclung, lname=McClung, designations=[CEPA, CFP-2, CPA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202022/MCCLUNG-RYAN-ERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-JANUARY-2022.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394766, hs_was_imported=true, state=Oregon, id=2835749651, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Ryan McClung, email=ryan@crossroadsadvisory.com, associated_contact_record_id=11087851, website=https://crossroadsadvisory.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202022/3529_McClung_CEPA-Certificates-2022-Jan.pdf, is_editable=editable, url_slug_2=ryan-mcclung, full_name=Ryan McClung, hs_lastmodifieddate=1721677860661, phone=(971)350-8523, company_name=Crossroads Advisory, hs_object_id=2835749651, name=Ryan, associated_resources=0, hs_object_source=IMPORT, hs_object_source_user_id=44511833, postal_code=97034, hs_updated_by_user_id=24475105, status=Published}
  • Advisor Type: Financial Advisor
  • Website:
    https://crossroadsadvisory.com/
  • Phone: (971)350-8523
  • Email:
    ryan@crossroadsadvisory.com
  • City: Tualatin
  • State: Oregon
  • Postal Code: 97034
  • Country: United States
  • Designations: CEPA, CFP-2, CPA

RYAN MCCLUNG

Crossroads Advisory
2022 Colorado State of Owner Readiness Quick Look Brochure
Exit Planning Institute Image
Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..
2022 Colorado State of Owner Readiness Report
Exit Planning Institute Image
PDF/Download
UBS Approved Content

2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..
2023 National State of Owner Readiness Report
Exit Planning Institute Image
PDF/Download

2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..
2024 State of The Institute
Exit Planning Institute Image
Videos/Recordings

2024 State of The Institute

This special edition broadcast will feature a 2024 EPI State of the Institu..
2024 Webinar Series
Exit Planning Institute Image
Videos/Recordings

2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.
5-4-3-2-1 Whitepaper
Exit Planning Institute Image

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..
5-4-3-2-1 Whitepaper
Exit Planning Institute Image
Whitepaper

5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..
A Look Inside The Unique World of - Value Creation Whitepaper
Exit Planning Institute Image
Whitepaper
PDF/Download

A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..
A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
Exit Planning Institute Image
Case Study

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Download the sample case study to use with business owner clients or in wor..
Access My Courses
Exit Planning Institute Image
Courses

Access My Courses

Navigate to your purchased EPI Academy content.
Business Attractiveness Scorecard
Exit Planning Institute Image
PDF/Download

Business Attractiveness Scorecard

See how ready an owner is and what steps they should take first when prepar..
Case Study, CEPA and CPAs
Exit Planning Institute Image
Case Study

Case Study, CEPA and CPAs

Learn how CEPA, Stacy Kuxhausen is utilizing her exit planning expertise in..
Case Study, CEPA and EOS
Exit Planning Institute Image
Case Study

Case Study, CEPA and EOS

Learn how CEPA, Renee Russo, is utilizing her exit planning expertise in he..
Case Study, CEPA and M&A
Exit Planning Institute Image
Case Study

Case Study, CEPA and M&A

Learn how CEPA, Rick Krebs, is utilizing his exit planning expertise in his..
Case Study: A Framework to Build Value
Exit Planning Institute Image

Case Study: A Framework to Build Value

A Case Study on How to Apply the Value Acceleration Methodology in your Bus..
Case Study: A Framework To Build Value In Your Business
Exit Planning Institute Image
Case Study

Case Study: A Framework To Build Value In Your Business

A Case Study on how to apply the Value Acceleration Methodology in your bus..
Case Study: How to Strategically Build Transferrable Value
Exit Planning Institute Image

Case Study: How to Strategically Build Transferrable Value

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..
Case Study: How to Strategically Build Transferrable Value
Exit Planning Institute Image
Case Study

Case Study: How to Strategically Build Transferrable Value

Learn how the Five Stages of Value Maturity impact the growth and ultimate ..
Case Study: Human Capital, The Exit Planning Institute
Exit Planning Institute Image

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute Focused on Improving Their Human Capital
Case Study: Human Capital, The Exit Planning Institute
Exit Planning Institute Image
Case Study

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.
Case Study: The Value of Transitioning a Business to its Employees
Exit Planning Institute Image

Case Study: The Value of Transitioning a Business to its Employees

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..
Case Study: The Value of Transitioning a Business to its Employees
Exit Planning Institute Image
Case Study

Case Study: The Value of Transitioning a Business to its Employees

A case study to help owner's determine the best course of action for their ..
Case Study: Value Acceleration
Exit Planning Institute Image
Case Study
UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..
CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm
Exit Planning Institute Image
Case Study

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

Learn how a CEPA with a national wealth management firm is utilizing their ..
CEPA: 2024 APR | Online
Exit Planning Institute Image
Courses
Study Guide

CEPA: 2024 APR | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 AUG | Online
Exit Planning Institute Image
Courses
Study Guide

CEPA: 2024 AUG | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 FEB | Online
Exit Planning Institute Image
Courses
Study Guide

CEPA: 2024 FEB | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 JAN | Online
Exit Planning Institute Image
Courses
Study Guide

CEPA: 2024 JAN | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 JUL | Online
Exit Planning Institute Image
Courses
Study Guide

CEPA: 2024 JUL | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 JUN | Online
Exit Planning Institute Image
Courses
Study Guide

CEPA: 2024 JUN | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 MAR | Online
Exit Planning Institute Image
Courses
Study Guide

CEPA: 2024 MAR | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 MAY | Online
Exit Planning Institute Image
Courses
Study Guide

CEPA: 2024 MAY | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 OCT | Online
Exit Planning Institute Image
Courses
Study Guide

CEPA: 2024 OCT | Online

View details and resources for your upcoming CEPA program.
CEPA: 2024 SEP | Online
Exit Planning Institute Image
Courses
Study Guide

CEPA: 2024 SEP | Online

View details and resources for your upcoming CEPA program.
Chapter Logos
Exit Planning Institute Image
Logos/Branding

Chapter Logos

Download your Chapter's logo to use in marketing or business development in..
Decentralizing the Business Owner
Exit Planning Institute Image
Infographic

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..
Decentralizing the Business Owner
Exit Planning Institute Image
Infographic
UBS Approved Content

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..
EPI Chapter President Circle Meeting Notes
Exit Planning Institute Image
PDF/Download

EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..
Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners
Exit Planning Institute Image
Case Study

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..
First Steps
Exit Planning Institute Image

First Steps

The first steps after earning your CEPA designation.
Five Stages of Value Maturity Infographic
Exit Planning Institute Image
Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity
Five Stages of Value Maturity Infographic
Exit Planning Institute Image
Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity
From Successful to Significant Whitepaper
Exit Planning Institute Image
Whitepaper

From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..
Infographic: Decentralizing the Business Owner
Exit Planning Institute Image
Infographic

Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..
Infographic: Five Stages of Value Maturity
Exit Planning Institute Image
Infographic

Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..
Infographic: The 5 D's
Exit Planning Institute Image
Infographic
Merrill Approved Content
MassMutual Approved Content

Infographic: The 5 D's

Educate an owner on the ways they may be forced out of their business due t..
Infographic: Who Has a Seat at the Table
Exit Planning Institute Image
Infographic

Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..
Intangible Capitals Make Or Break Your Business Whitepaper
Exit Planning Institute Image
Whitepaper
PDF/Download

Intangible Capitals Make Or Break Your Business Whitepaper

A variety of experts share how Intangible Capitals can be strengthened to i..
Know Your Gaps
Exit Planning Institute Image
Infographic

Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..
Stage 1: The Value Maturity Index - Identifying Value
Exit Planning Institute Image

Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..
Successful to Significant Whitepaper
Exit Planning Institute Image
Whitepaper
UBS Approved Content

Successful to Significant Whitepaper

The framework for a high value business transition.
The Impact of Unplanned Consequences on Business Value Whitepaper
Exit Planning Institute Image
Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..
The Value Acceleration Methodology
Exit Planning Institute Image
Infographic
Securian Approved Content
UBS Approved Content
Merrill Approved Content
MassMutual Approved Content

The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..
The Value Acceleration Methodology Infographic
Exit Planning Institute Image
Infographic

The Value Acceleration Methodology Infographic

Download to utilize in your exit planning education or training with owners..
Understanding Your Business Value Whitepaper
Exit Planning Institute Image

Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..
Understanding Your Business Value Whitepaper
Exit Planning Institute Image
Whitepaper

Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..
Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit
Exit Planning Institute Image
Case Study

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

To increase value and minimize risks in your business, you should follow th..
Walking You Through the Perfect Exit Whitepaper
Exit Planning Institute Image
Whitepaper

Walking You Through the Perfect Exit Whitepaper

We dive deep into the importance of personal planning and uncovering your p..
Who Has a Seat at the Table Infographic
Exit Planning Institute Image
Infographic

Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they pl..

Subscribe to our newsletter