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MEMBER PROFILE

 

Jon Hafemann

Hafemann Financial Services

 

Member profile details

Membership level
Chicago Individual
First name
Jon
Last name
Hafemann
Title
Business Value & Strategic Integration Consultant
Company
Hafemann Financial Services
LinkedIn profile URL
www.linkedin.com/in/jon-hafemann
XPX Chapter Email Lists
  • Chicago News & Events
 

CONTACT INFORMATION

City
Grafton
State
Wisconsin
 

PROFILE INFORMATION

Call me when
Call me when a business owner wants to uncover opportunities to improve tax efficiency, retain key people, build business value, or better prepare the business and owner for a future transition or exit.
Why I/we support XPX
I support XPX by helping uncover opportunities and risks affecting the business and owner, bringing a broader perspective to business value, retention, tax efficiency, and transition readiness.
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Cash management
  • Charitable giving
  • Employee benefits
  • Employee engagement/ retention
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Human Resources
  • Investments
  • Retirement
Client Industry(ies)
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Transportation/Storage
Professional Certification(s)
CPFA, NQPC, (k)RS, CEPA
Transition Planning Certification or Methodology
CEPA
In Business Since
2016
How to contact
262-227-4323
Business Focus
I help business owners uncover and evaluate opportunities to improve tax and resource efficiency, retain key people, strengthen business value, and prepare the business and owner for transition or exit.
Client Results
Increase business value, improve tax and resource efficiency, strengthen employee retention, reduce risk, and better prepare the business and owner financially for a successful transition or exit.
Advisor Resource Relationships
  • EPI
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