Bio
**Jon Hafemann | Business Value & Strategic Integration Specialist**
Jon works primarily with owners of privately held businesses to uncover financial opportunities that are often hiding in plain sight. As a Financial Advisor and Business Value & Strategic Integration Specialist, his work connects business strategy with personal wealth planning, focusing on improving tax and cash efficiency, retaining key people, building owner wealth, strengthening enterprise value, and preparing for an eventual business transition.
Rather than starting with a product or assuming something needs to change, Jon looks across the business to identify opportunities, inefficiencies, and risks that may otherwise go unnoticed. When an opportunity warrants further evaluation, he works collaboratively with the owner's existing CPA, attorney, and other advisors while bringing specialized resources to the table when needed.
Jon is a Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor (CPFA®), Nonqualified Plan Consultant (NQPC™), and NAPA Rollover Specialist ((k)RS™). He is a member of RPAG, XPX, and a WICPA Affiliate Member.
His work centers on one fundamental question: **Are the dollars already inside your business working as efficiently as they could?**
