Kevin Roth, CFP®, CEPA, CM&AA, CVA

Kevin Roth, CFP®, CEPA, CM&AA, CVA,

Managing Director

Kevin helps entrepreneurs during times of meaningful transition, be that pivoting for scale, preparing for an outside sale or developing internal succession. He has provided exit advice and solutions to successful entrepreneurs and business owners on over $400 million worth of liquidity events.

While Kevin’s clients span all walks of life, he specializes in using his background as a turnaround manager, a corporate strategist at a Fortune 100 Company, a financial analyst on the buy-side of mergers and acquisitions, and as a fractional CFO to help private business owners develop and implement growth and exit strategies from their privately held businesses.

Business transitions are complex; Kevin understands the emotional and financial commitment required to build a business and is focused on ensuring owners are prepared for a successful transition when opportunity or desire sets in. He enjoys working closely with teams of advisors during the planning process, helping to bring forward the complex and inseparable relationship between an entrepreneur’s life, business, and finances.

Kevin is a Computer Engineering graduate of Texas A&M University. His unique passion for both numbers and working with people led him to obtain his MBA from McCombs School of Business, which eased his career transition to corporate finance for a Fortune 100 Company. There he worked in corporate strategy roles and as a financial analyst on the buy-side of mergers and acquisitions. He is a Certified Financial Planner, a Certified Exit Planning Advisor (CEPA), a Certified Merger and Acquisition Advisor (CM&AA), and a Certified Valuation Analyst (CVA). He is a frequent speaker to business owners, helping them understand how to architect and monetize business value.

“The best things in Life aren’t things.”

– Art Buchwald