TODD BAILEY
Todd spent 17 years in pastoral ministry, starting two churches (OH, NC). In 2008, he purchased a business and then pivoted to become an independent financial advisor. He went on to create a multi-advisor financial firm. After hiring an EOS Implementer in ‘17-18 to scale his firm, he felt its value. With EOS, his firm grew AUM from $40 million to $80 million in 4 years. Upon his exit (Strategic sale) from his firm in 2023, he believed the best way to impact owners was as an EOS Implementer & CEPA Exit Planning Coach.
Todd spent 17 years in pastoral ministry, starting two churches (OH, NC). In 2008, he purchased a business and then pivoted to become an independent financial advisor. He went on to create a multi-advisor financial firm. After hiring an EOS Implementer in ‘17-18 to scale his firm, he felt its value. With EOS, his firm grew AUM from $40 million to $80 million in 4 years. Upon his exit (Strategic sale) from his firm in 2023, he believed the best way to impact owners was as an EOS Implementer & CEPA Exit Planning Coach.
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- Website:
https://EOS Worldwide - Phone: 9195187728
- City: Cary
- State: North Carolina
- Postal Code: 27513
- Country: United States
- Designations:
- Markets Served:
- Company Name: EOS Worldwide
