Edward Jones-Financial Advisor: Kevin Rackers

Last week, I got to put my new Certified Exit Planning Advisor® designation to real world use. I attended our inaugural Edward Jones GROWcon in my original hometown of St. Louis. Sean Bunner and our entire Mergers & Acquisitions team put on an amazing workshop with investment bankers, buy/sell side advisory teams, Attorneys, CPA firms and Private Equity Professionals. I love how we are truly trying to help business owners not only sell their businesses, but to align their personal and financial goals well before their eventual exits. Creating a vision of success before and after the sale is paramount.

My 4 main take away's were:

- If you are a business owner, what will your day 1 of post sale look like?
- The earlier you engage the right advisory team, the more your team can maximize the value of your business, mitigate risks and take care of your family and employees in the most effective ways.
- Tax, Legal, Investment planning, Estate and Insurance planning need to be all aligned for your best interests.
- Edward Jones has the capabilities to help you build out this team, and by adding my CEPA® designation to my CFP®, I truly look forward to helping this community in more ways than ever!

I would love to help you or anyone you know selling their business in the next 3-5 years strategically plan for their best exit plan!

Preserving a legacy isn't only about what we leave behind. It's also about what we're building for the future. That's why I'm excited about the partnership between Jones and the Southwest Venture Forum, co-hosted by the Caruth Institute and Cox - William S. Spears Institute for Entrepreneurial Leadership at the Cox School of Business.

Together we're helping champion innovation and entrepreneurship that can strengthen the North Texas community for years to come.

I help DFW business owners simplify their financial lives with strategies built for their needs. Let's talk.

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

Nearing retirement? I can help create an exit strategy that protects your business and your future. Let’s talk.

I am extremly proud to announce I just became a Certified Exit Planning Advisor (CEPA®️). As an over 2 decade Certified Financial Planner®️, we are always looking out for our client's entire financial life, but when we help business owners transition their life's work down to another generation, to inside employees or outside investors, there can always be challenges to deal with certainly. That is why I obtained this designation to help small business owners strategize, several years in advance, how to best exit their business they built. We do that by teaming with new or existing partners along the spectrum of tax, legal, valuation and value enhancement planning experts to maximize and best plan their exit. Please let me know how we can help if you are looking for that support or know anyone that is eventually planning for their exit as well.

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I simplify complex financial needs for Dallas business owners like you. Learn more: edwardjones.com/dallasimpact?utm_term=967736&utm_source=facebook&utm_medium=social_media&utm_content=3242939&c3nid=967736_facebook_3242939&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc3MjQ0NQ%3D%3D

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4gcuGKp