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Garrett N. Sorensen, MBA, CFP®, CEPA

Breakout Session: Increasing Valuation for Veteran Owned Businesses Selling in the 2-5 years

Garrett Sorensen is a former Army Paratrooper and currently serves in the TN National Guard. He is a Financial Advisor and Exit Planning Advisor for Marcum Wealth. He has an MBA in Finance, is a CERTIFIED FINANCIAL PLANNER™, and Certified Exit Planning Advisor. Garrett works with Veterans to help with their personal financial wealth, and to grow their business valuation to achieve more from the sale of their closely held business. He also hosts a podcast called Operation Veteran Finance, where he provides education on strategic financial planning for Veterans and Military Members.