NATALIE ROBERTS
iKadre
As a Certified Exit Planning Advisor (CEPA®), Natalie Roberts 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.
{url_slug_backup=natalie-roberts, custom_meta_description=Natalie Roberts - - iKadre - Kailua, Hawaii, city=Kailua, display_country=United States, hs_object_source_label=IMPORT, url_slug=natalie-roberts, lname=Roberts, hs_object_source_id=37185456, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JULY%202023/ROBERTS-NATALIE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1690569738217, cohortium_profile_title=Natalie Roberts | MA Advisor at iKadre | CEPA Connect Member, state=Hawaii, hs_was_imported=true, id=7797021578, advisor_type=MA Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Natalie Roberts, email=natalie@ikadre.com, cohortium_meta_description=Connect with Natalie Roberts, a specialized MA Advisor working with iKadre based in Hawaii., associated_contact_record_id=18715651, website=iKadre.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JULY%202023/5454_Roberts_CEPA-Certificate-2023-July.pdf, is_editable=editable, member_profile_denial_flag=true, url_slug_2=natalie-roberts, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/natalie-roberts?impersonation=true, full_name=Natalie Roberts, hs_lastmodifieddate=1764932304184, phone=(303) 501-9618, company_name=iKadre, name=Natalie, hs_object_id=7797021578, associated_resources=0, hs_object_source=IMPORT, postal_code=96734, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=60482233}
- Advisor Type: M&A Advisor
- Website:
https://iKadre.com - Phone: (303) 501-9618
- City: Kailua
- State: Hawaii
- Postal Code: 96734
- Country: United States
- Designations:
- Markets Served:
- Company Name: iKadre
