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MEMBER PROFILE

 

Brent Eugenides

BE Financial LLC

 

Member profile details

Membership level
Connecticut Individual
First name
Brent
Last name
Eugenides
Title
Managing Member
Company
BE Financial LLC
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
 

CONTACT INFORMATION

City
East Lyme
State
Connecticut
 

PROFILE INFORMATION

Call me when
You need to do the due diligence work ahead of a transition of your ownership interest in a business enterprise in the next 1-3 years.
Why I/we support XPX
Collaboration with experts dedicated to assisting business owners with Exit/ Transition planning. Access to a network of highly skilled professionals that share a focus on exit planning
Profession
  • Consultant
  • Insurance
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business management
  • Capital markets
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Finance
  • Investments
  • Retirement
  • Risk management
  • Transaction advisory
Client Industry(ies)
  • Business Services
  • Financial Services
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
Professional Certification(s)
CFP
In Business Since
BE Financial LLC
How to contact
brent@befinancialllc.com
Website
befinancialllc.com
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