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John Roughen

Bison Wealth LLC

Atlanta, Georgia
About
Company name
Bison Wealth LLC
Business title
Director and Partner
Contact
How to contact
678-613-2655
Professional Profile

Call Me When

There is a need for an experienced Wealth Advisor. I have 25 years in experience the financial planning, exit strategy and investment management. I am familiar with both pre-sale and post sale strategies and have access to a robust planning group

Professions

M&A Intermediary
Wealth Manager

Functional Expertise

Business growth
Debt
Family business
Investments
Private equity
Risk management
Transaction advisory
Trusts
Exit/Transition Planning

Professional Certification

CWS

Client Industries

Business Services
Computer/Electronics
Real Estate/Construction
Software/Internet
Transportation/Storage
Wholesale/Distribution
Chapter information

Membership

Atlanta Individual

Member since

Member for 1 year

Why I'm a Member of XPX

I spent the last 10 years working for Truist Wealth as a Wealth Advisor and we had a very well developed investment bank internally that I used to sell several of my client's businesses. I am looking to further my knowledge in the field.
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