Business owners spend years building value inside their companies, yet many never fully connect that value to their personal financial picture. This webinar is designed for owners who want a clearer understanding of how operational decisions, valuation drivers, and exit planning directly impact retirement readiness, liquidity, and long-term wealth.
In this on-demand webinar, our team revisits the key themes from our recent in-person event and expands on the planning considerations business owners often overlook, especially when business and personal finances are treated separately.
Ryan Walker, CFP®, CEPA
Ryan Walker is a financial professional with a wealth of experience in guiding clients through complex financial landscapes. He began his career in the financial services industry during the bear market of 2008, helping investors navigate a challenging economic environment. Before joining SAM, he served as an Associate Financial Planner and spent approximately eight years with a large Registered Investment Advisor, where he played a key role in developing personalized financial strategies that helped clients achieve their financial and retirement goals.
Ryan graduated from Bridgewater State University with a bachelor’s degree in Operations Management, concentrating in Finance. As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Exit Planning Advisor (CEPA), he is uniquely qualified to support business owners navigate their transition plans.
Originally from the Boston area, Ryan has called the West Coast home since 2013 and lives in SW Washington State. In his free time, he enjoys hiking in the gorge, boating along the Columbia River, and exploring diverse cuisines and cultures around the world.