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MEMBER PROFILE

 

Eric Cooper

Sooner Private Financial Council

 

Member profile details

Membership level
Greater Boston Emerging Professional - Original
First name
Eric
Second name/initial
A
Last name
Cooper
Title
CEPA, Financial Planner
Company
Sooner Private Financial Council
 

CONTACT INFORMATION

City
Bedford
State
New Hampshire
 

PROFILE INFORMATION

Call me when
your client is thinking about a transition. I help owners thoughtfully consider what a business transition personally, stress-test their financial efficacy of life-after-sale, & implement strategies to ensure they thrive through the exit & post-exit.
Why I'm a member of XPX
I find kinship with entrepreneurs, and closely hold the value that privately owned enterprise is the backbone of the American dream. I choose to work with those who have taken risks, been rewarded for it, and seek to sustain it beyond themselves.
Profession
  • Consultant
  • Insurance
  • Valuation
  • Wealth Manager
Functional Expertise
  • Business growth
  • Capital markets
  • Cash management
  • Change Management
  • Compensation
  • Debt
  • Entrepreneurship
  • Equity
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Leadership Development
  • Life Coaching
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
Professional Certification(s)
Certified Exit Planning Advisor
Transition Planning Certification or Methodology
Certified Exit Planning Advisor, member of the Exit Planning Institute
In Business Since
2017
How to contact
603-321-6531
Business Focus
Primarily single owner/founders of trades and/or whitecoat businesses, revenue $5 million and up.
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