David DeCelle joins WealthPlan Group to launch a new service supporting the firm’s business owner clients in maximizing the sale of their business.

OMAHA, July 18, 2023 – WealthPlan Group LLC has announced that David DeCelle has joined its team to help develop a new service offering for their advisors.

This new service is designed to help clients who are business owners maximize the valuation of their business to prepare for an exit in the future. By making this program available to its advisor community, WealthPlan Group positions itself to better serve the complex needs of HNW business owner clients.

“We’re excited to welcome David to our team. As a Certified Exit Planning Advisor (CEPA), his expertise is an invaluable skill set to build around,” said Sarah McLean, Chief Operating Officer. “It’s a meaningful step forward to help our advisors attract and serve higher profile clientele.”

David DeCelle’s work is well known in the industry, helping to connect financial advisors with a broad range of operational and strategic insights. In joining WealthPlan Group, David will be helping develop several programs:

• Value Acceleration for Business Owners
• Business Development Coaching for WealthPlan Advisors
• A new WealthPlan Podcast to help business owners through the various challenges of growing and exiting their most important asset.

 

About WealthPlan Group

WealthPlan Group LLC is the corporate holding company for WealthPlan Partners and WealthPlan Investment Management. The WealthPlan Group umbrella represents $3.2 billion in assets under management with 31 financial advisors. WealthPlan Group was named #53 on Forbes Top 100 RIA Wealth Managers. Founding partner Todd Feltz was also ranked #3 on Forbes’ Best-in-State list for Nebraska. Partner Brent O’Mara was ranked #6 on Forbes’ Best-in-State list for Nebraska.