Michael K. Stanley, Jr., MBA CExP™ a Wealth Advisor at Keel Point, and member of The BEI Network of Exit Planning Professionals™, recently earned the designation of a BEI Certified Exit Planner (CExP™). The BEI CExP™ designation is the standard for Exit Planning certification. Through train¬ing, rigorous testing and in-depth Exit Plan Creation coursework, Michael has demonstrated that he is qualified to provide comprehensive, professionally executed Exit Planning services to the business owning community.
Michael works with clients to deep dive their personal goals and desires, then coordinates the efforts of deal specialists to make sure that the transaction outcome is what the owner intended. From advocacy during the deal process to holistic wealth management with legacy and philanthropic considerations, Michael and his team create the conditions for a successful business exit and the life that follows.
“Exit Planning Professionals who successfully complete the BEI Certified Exit Planner program have come to be known as premiere Exit Planning Professionals because their in-depth knowledge and demonstrated application of The BEI Seven Step Exit Planning Process™ perfectly positions them to counsel business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning, and establishing wealth preservation,” said John Brown, Founder of Business Enterprise Institute.
The business owner community benefits from engaging an Exit Planning Professional who holds the BEI CExP™ designation by having greater confidence that the service they receive is professional in quality, adheres to ethical and industry standards of practice, and meets a level of expertise BEI deems credible and worthy of one of its certified members.
About Michael K. Stanley, Jr. and Keel Point
Michael K. Stanley, Jr. brings focus, energy, and leadership ability in his role as a Wealth Advisor at Keel Point. He has an MBA from the University of Alabama as well as a Bachelor of Science in History from the United States Naval Academy. Before entering the Financial Services industry, he developed new territories for a Toxicology company and flew F-18F Super Hornets for the US Navy. He has deployed to Afghanistan and the South Pacific with Strike Fighter Squadron Two and once with US Navy SEALs in support of a Joint Task Force.
Keel Point is an independent investment advisory firm with approximately $2.9 billion assets under management (AUM)* that focuses on helping clients to “Invest in their Purpose.” Keel Point guides business owners through a holistic process, addressing their needs for business exiting, wealth management, philanthropic considerations, and legacy planning. In addition to its focus of serving business owners and affluent families, Keel Point works with ultra-high net worth families through its multi-family office division, Keel Point Horizon, and with foundations, endowments, and other institutions. Additionally, the company offers a full suite of outsourced CIO and investment consulting services to advisory firms through Keel Point Asset Management (KPAM). *as of December 31, 2022.
About the BEI Certified Exit Planner Designation
Business Enterprise Institute (BEI) trains and certifies BEI Certified Exit Planners (CExP™) to create comprehensive Exit Plans that meet the objectives of their business owner clients. Through training, rigorous testing and ongoing continuing education, CExP™ designation holders provide comprehensive, professionally executed Exit Planning services. BEI requires specific training as a prerequisite to certification to assure that practitioners have the knowledge and understanding necessary to perform competent services, and to assure a level of consistency and continuity in their work product. A primary requirement for becoming a CExP™ is to hold a valid license as a Certified Public Accountant, Attorney, Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant or equivalent professional experience. For more information, visit www.exitplanning.com.