Sarah Cato of First Financial Group is a member of XPX DC Metro

Sarah M. Cato

Director - Business Strategies

Bethesda, Maryland

Professional Profile

Call Me When

Call Me When... You need Business Transition consulting from a Certified Exit Planner. You need a retirement income plan you can rely on, with lifetime income, reduced taxes, and less risk

Contact Method


  • Insurance
  • Wealth Planner
  • Professional Certifications

    CFPu00ae, ChFCu00ae, CLUu00ae, RICPu00ae, CExPu00ae

    Functional Expertise

  • Buy side/Acquisitions
  • Cash flow enhancements
  • Cash management
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Investments
  • Management succession
  • Mergers
  • Retirement
  • Risk management
  • Sell side/Divestiture
  • Strategic planning
  • Transaction advisory
  • Exit/Transition Planning
  • Business Focus

    Business Succession Planning and Execution, Retirement Income Planning

    Transition Planning Certification

    Business Enterprise Institute 8 Step Process

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Government
  • Manufacturing
  • Software/Internet
  • Wholesale/Distribution
  • Client Results


    DC Metro

    Member Since

    Member for 6 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX