Bio
**Jon Hafemann | Business Value & Strategic Integration Specialist**
Help Build Stronger Businesses—and Greater Owner Security
I work with owners of privately held businesses with $5 million to $50 million in revenue. As a Financial Wealth Management and Business Value & Strategic Integration Specialist, I connect business strategy with the owner’s financial picture. My work focuses on three questions:
- **How can the business retain the people it has invested in? When owners and specialists build the skills and leadership of key employees, what strategies are in place to encourage those people to stay and continue contributing to the business?
- **Is the money inside the business working as efficiently as it could?** I help identify opportunities to improve tax and cash efficiency and make better use of the resources already within the company.
- **How much of the owner’s wealth is tied up in the business? Many owners have most of their wealth concentrated in their company and count on a future sale or transition to fund their next chapter. I help them consider ways to build personal wealth outside the business, so their financial future doesn’t depend entirely on a “golden parachute.”
For M&A professionals, commercial bankers, private equity professionals, insurance specialists, attorneys, CPAs, and other advisors, these questions can broaden the conversation with business owners. As we help strengthen a company—by developing its sales team, building its management capacity, improving operations, or preparing for transition—it’s also valuable to consider whether the owner is retaining key people, using business capital effectively, and building wealth beyond the company.
I don’t start with a product or assume something needs to change. I look across the business to identify opportunities, inefficiencies, and risks that may otherwise go unnoticed. When an opportunity warrants further evaluation, I collaborate with the owner’s existing CPA, attorney, and other advisors, bringing in specialized resources when needed.
My work centers on one fundamental question:
**Are the dollars already inside your business working as efficiently as they could—for the company, its people, and the owner’s future?
I’m a Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor (CPFA®), Nonqualified Plan Consultant (NQPC™), and NAPA Rollover Specialist ((k)RS™). I’m a member of the Retirement Plan Advisory Group (RPAG), Exit Planning Exchange (XPX), Wisconsin Institute of Certified Public Accountants (WICPA) as an Affiliate Member, and the Mid-States Business Brokers (MBBI).
