As Certified Exit Planning Advisors, Bob Williaford and Titanium Strategies help company founders plan for and transition into retirement. This process, Bob states, is a "...wonderful challenge of working through difficult issues, being analytical at times, pastoral at others, and having a firm resolve to see it to a finish."
As a business owner, Bob found himself with a 50% equity partner who needed to leave for personal reasons but refused to step down. In the end, the difficult shareholder sold his interests and left on good terms, and Bob became known as a business owner who knew how to buy out partners. As he acquired and later was bought out of several companies over the years, he possesses a unique knowledge and understanding of both sides of the table.
Striving to serve his clients with excellence, Bob has always appreciated and taken opportunities to continue his education and training. Drawn to assisting company founders with their retirement, he received his CEPA certification in March 2023.
After attending his first Exit Planning Summit hosted by the Exit Planning Institute, Bob brings fresh ideas back to his clients, accelerating value in their businesses and better positioning themselves for retirement. Working with Bob are other long-standing, trusted members of his team, who bring financial and legal expertise, all with a strong need to operate according to biblical principles.
"It is so satisfying," Bob reflects, "to help business founders and executive teams grow their company to become more valuable, and to be ready to transition to new ownership. I am one who has walked in their shoes."
