Jeff Janes began serving small-to-mid-market business owners shortly after making Nashville home, and holds his CBEC© designation as a Certified Business Exit Planner. He is an active member of Vistage Worldwide, The Business Intelligence Institute of Lincoln Financial Advisors, Sagemark Consulting Private Wealth Services Group, The Nashville Exit Planning Counsel, Pinnacle Equity Strategies* group, The National Association of Estate Planners & Councils, and successfully completed training as a Certified Transition Advisor through STPI of Cambridge, Massachusetts.
He has had a prominent role in establishing three startup companies, and has held various advisory, executive, and developmental roles for small-to-mid market private companies across various primary and secondary economic sectors:
*Lincoln Financial Advisors offers Business Owner Succession Planning and can provide access to 3rd party resources to assist business owners in Exit Planning.
“I came to a point in my career where I realized that the best accounting, law and business schools in America were great at training people on how to manage and monetize publicly-traded companies, but there was one obvious problem with this century-old model.
The problem is, owners of private businesses don’t manage things to meet an academic worldview, and certainly not Wall Street’s view. Rather, they manage things with their personal motives in mind.
Every owner I meet with wants a sensible approach that helps them monetize their life’s work. They want to take care of their family and employees, preserve their company culture and values, and continue to benefit the community in which they operate. They also know that they only have one shot at getting it right. That’s what we help owners do, and precisely why exit and succession planning became my passion.”