Steve Alverson
McCall Wealth Advisors
Brentwood, Tennessee
Contact
How to contact
steve@mccallwealth.com
Professional Profile
Call Me When
Your partner for successful business exits: Guiding owners through value growth, sale preparation, and life after transition. Maximize your business worth and personal legacy with McCall Wealth. We are a Team Focused and CEPA, CFP®, & CAP® Led.
Professions
Wealth Manager
Functional Expertise
Business development
Charitable giving
Entrepreneurship
Fiduciary
Investments
Retirement
Strategic planning
Exit/Transition Planning
Business Focus
Assisting business owners to, through, and beyond the sale of their business viewing the sale as part of a strategic wealth management process.
Professional Certification
CEPA, CFP®
Transition Planning Certification or Methodology
CEPA
Client Industries
Agriculture/Mining
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Retail
Advisor Resource Relationships
EOS
EPI
Chapter information
Membership
Nashville Individual
Member since
New Member
Why I'm a Member of XPX
We have several colleagues who are members and love the education received to support our efforts for the communication.
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