COLLEEN OCONNELL
WAIQ Inc
As a Certified Exit Planning Advisor (CEPA®), Colleen Oconnell 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.
{custom_meta_description=Colleen Oconnell - - WAIQ Inc - Sarasota, Florida, city=Sarasota, display_country=United States, hs_object_source_detail_1=Find A CEPA (May 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=colleen-oconnell, lname=Oconnell, hs_object_source_id=enrollmentId:1700227278954;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20May%202025/O_CONNELL-COLLEEN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-MAY.pdf, hs_createdate=1748610192136, cohortium_profile_title=Colleen Oconnell | Business Consultant at WAIQ Inc | CEPA Connect Member, state=Florida, id=28831978923, advisor_type=Business Consultant, custom_page_title=Exit Planning Institute - Find a CEPA | Colleen Oconnell, email=colleen@WAIQ.io, cohortium_meta_description=Connect with Colleen Oconnell, a specialized Business Consultant working with WAIQ Inc based in Florida., associated_contact_record_id=103460420689, website=WAIQ.io, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20May%202025/9398_Oconnell_CEPA-Certificate-2025-May.pdf, is_editable=editable, url_slug_2=colleen-oconnell, impersonate_user_url=https://exit-planning-institute.org/member-detail/colleen-oconnell?impersonation=true, full_name=Colleen Oconnell, hs_lastmodifieddate=1764932326131, phone=+1770-833-7811, company_name=WAIQ Inc, name=Colleen, hs_object_id=28831978923, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=34232, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Business Consultant
- Website:
https://WAIQ.io - Phone: +1770-833-7811
- City: Sarasota
- State: Florida
- Postal Code: 34232
- Country: United States
- Designations:
- Markets Served:
- Company Name: WAIQ Inc
