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BLAIR LUKAN

Edward Jones

As a Certified Exit Planning Advisor (CEPA®), Blair Lukan is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

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Best Selling Author

Issued by National Academy of Best-Selling Authors · Aug 2024

Top 50 Financial Advisors in Canada

Issued by Wealth Professional Magazine · Apr 2016

I am passionate about ensuring that the process of financial strategies are in this order: goals, plan, and then portfolio. I write plans at no cost and obligation to ensure business owners know where they are in relation to what is most important to them.

1. Who I serve:

I work with business owners who are struggling to fit everything into their lives. I use an established process to understand what is most important to them and build personalized strategies to achieve their goals. We partner together throughout their life to keep them on track. If you put confidence and clarity at the top of your values you are a fit.

2. Your challenges:

a. Understanding the value of your business

b. Will your business close your wealth gap?

c. Options for transferring or selling the business.

d. You find yourself challenged with time and needing a trusted professional for enable you to plan for you personal, professional, and financial life.

3. How I help:

By appointment, you're welcome to come in and sit with us for a while. At our first meeting we will complete a full discovery appointment to understand you fully. At our second meeting we will conduct an initial findings review to analyze any gaps. Our third meeting is mutual commitments where we will decide if there is a fit and start working together on the strategies developed.

4. My philosophy:

I am here to offer business owners a clear and comprehensible way out of the chaos - a chance to get gloriously unstuck, to see they way forward, and to start down that path with clarity and confidence.

Contact me now to set up a 30 min. exploratory call.

306-664-1969

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