Jon Hafemann
Hafemann Financial Services
Grafton, Wisconsin
About
Company name
Business title
Business Value & Strategic Integration Consultant
Contact
How to contact
262-227-4323
Professional Profile
Call Me When
Call me when a business owner wants to uncover opportunities to improve tax efficiency, retain key people, build business value, or better prepare the business and owner for a future transition or exit.
Professions
Wealth Manager
Functional Expertise
Business development
Cash management
Charitable giving
Employee benefits
Employee engagement/ retention
ESOPs
Estate planning
Fiduciary
Human Resources
Investments
Retirement
Exit/Transition Planning
Business Focus
I help business owners uncover and evaluate opportunities to improve tax and resource efficiency, retain key people, strengthen business value, and prepare the business and owner for transition or exit.
Professional Certification
CPFA, NQPC, (k)RS, CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Transportation/Storage
Client Results
Increase business value, improve tax and resource efficiency, strengthen employee retention, reduce risk, and better prepare the business and owner financially for a successful transition or exit.
Advisor Resource Relationships
EPI
Chapter information
Membership
Chicago Individual
Member since
New Member
Why I'm a Member of XPX
I support XPX by helping uncover opportunities and risks affecting the business and owner, bringing a broader perspective to business value, retention, tax efficiency, and transition readiness.
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