Joseph Vartanian,CEPA®
Gate City Advisors
GREENSBORO, North Carolina
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Contact
How to contact
336-279-2502
Professional Profile
Call Me When
a business owner needs a quarterback to align advisors around exit readiness and needs an executable strategy to get them TO and Through an exit plan.
Professions
Coach
Consultant
Wealth Manager
Functional Expertise
Board of Directors (for profit)
Board of Directors (not for profit)
Business development
Business growth
Due diligence
Fiduciary
Investments
Retirement
Transaction advisory
Exit/Transition Planning
Business Focus
We provide financial planning for business owners in the Piedmont Triad that want a plan to get To and Through retirement
Professional Certification
CEPA, CFP, CHFC, CLU
Transition Planning Certification or Methodology
CEPA, Value Acceleration & Value Builder
Client Industries
Business Services
Computer/Electronics
Health/Pharma/Biotech
Manufacturing
Non-profit
Real Estate/Construction
Telecommunications
Wholesale/Distribution
Client Results
We help private companies build transferable value, reduce risk, and execute a coordinated exit strategy—long before a transaction is on the table.
Advisor Resource Relationships
B2B CFO
EPI
The Value Builder System
BizEquity
FocusCFO
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