Business Value &Strategic IntegrationConsulting
What We Offer
Business Efficiency & Tax Opportunities
Identify areas where the business’s operations, resources, or tax situation may merit closer review by an appropriate specialist.
People & Key Person Strategy
Help owners consider ways to attract, retain, reward, and motivate important employees and executives.
Business Value & Exit Readiness
Help owners assess readiness, identify factors that may affect business value, and prepare for a future transition or exit.
Jon Hafemann
CEPA · CPFA · NQPC · (k)RS · XPX · MBBI
Rooted in Expertise. Built for Growth.
Business consulting for owners planning their company’s next chapter Hafemann Financial Services works with owners and executives of privately held B2B companies with annual revenue from $5 million to $50 million. The firm helps them understand their business, identify opportunities, and make informed decisions about growth and the future. ## Discover. Prepare. Decide. This framework helps assess a company’s current situation, identify areas that may need attention, and determine which opportunities to pursue. This can include business efficiency, employee retention, business retirement plans, business value, and exit readiness. Tax and planning opportunities may include R&D tax credits and charitable giving strategies involving donations of historical materials. Hafemann Financial Services helps identify opportunities for further evaluation and coordinate appropriate independent specialists. Each specialist works under a separate engagement with the client. The firm does not provide legal or tax advice. ## Exit planning with the owner in mind Exit planning consulting is informed by the firm’s Certified Exit Planning Advisor (CEPA) credential through the Exit Planning Institute. The process helps owners assess factors that influence business value and readiness for transition while considering personal, family, and business goals.
Jon holds the Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Non-Qualified Plan Consultant (NQPC) designations.
Let's Talk
Ready to take the next step? Reach out and let us know how we can help. We're here to help you navigate complex financial decisions with clarity and confidence.