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MEMBER PROFILE

 

Eric Wulff

Wealth Enhancement

 

Member profile details

Membership level
Cleveland Sponsor
First name
Eric
Last name
Wulff
Title
Sr VP- Financial Advisor
Company
Wealth Enhancement
XPX Chapter Email Lists
  • Cleveland News & Events
  • Connecticut - Fairfield County News & Events
  • Connecticut - Hartford New & Events
  • DC Metro News & Events
  • Long Island News & Events
  • Maine News & Events
  • Nashville News & Events
  • New York News & Events
  • Ohio News & Events
  • Philadelphia News & Events
  • Rhode Island News & Events
 

XPX ROLE

Leadership Role
Vice President, Sponsor Chair, Membership Committee, Launch Committee, Founder
Chapter Sponsorship Type
Annual
 

CONTACT INFORMATION

City
Cleveland
State
Ohio
 

PROFILE INFORMATION

Call me when
your business is at a fork in the road and you are debating whether to grow it further or sell it
Why I/we support XPX
XPX is a resource business owners and their advisors can turn to for strategic advice
Profession
  • Consultant
  • M&A Intermediary
  • Wealth Manager
Functional Expertise
  • Business development
  • Business growth
  • Business management
  • Buy side/Acquisitions
  • Charitable giving
  • Compensation
  • Due diligence
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • Equity
  • ESOPs
  • Family business
  • Finance
  • Financial Modelling
  • Investments
  • Life Coaching
  • Litigation support
  • Mergers
  • SEC
  • Sell side/Divestiture
  • Tax
  • Transaction advisory
  • Transaction intermediary
Client Industry(ies)
  • Business Services
  • Financial Services
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Software/Internet
  • Telecommunications
Transition Planning Certification or Methodology
CEPA
In Business Since
2006
How to contact
Business Focus
We assist business owner to help them develop a strategic plan for their business that lines up with their personal financial plan and succession strategy.
Advisor Resource Relationships
  • EPI
 

Member photo albums (1 Album)

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